Client Success Lead

Summary

Join Affirm's dynamic team as a Client Success Lead (CSM)! This role requires 4-6 years of client experience, ideally in fintech, to manage strategic platform partners. You will develop and implement growth strategies, conduct performance reviews, and translate complex information clearly. Success demands strong relationship and program management skills, proficiency in CRM software, and the ability to navigate a fast-paced environment. Affirm offers competitive benefits, including 100% subsidized health coverage for you and your dependents, flexible spending stipends, and generous time off.

Requirements

• Bachelor's degree with at least 4-6 years of account management experience, preferably in the financial technology industry
• Proven track record of managing portfolios and driving revenue growth
• Excellent written and verbal communication skills
• Strong interpersonal skills and ability to build rapport with clients and stakeholders
• Self-motivated, proactive, and able to work independently or as part of a team
• Comfortable in fast-paced, high-pressure environments managing multiple priorities
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite

Responsibilities

• Deliver a proactive client management strategy to encourage growth & retention with our platform partners
• Help launch, scale, and grow signed partners via active partner management and in collaboration with internal and external XFN teams
• Identify upsell and cross-sell opportunities to enhance platform partnerships
• Conduct regular performance reviews and gather client feedback
• Ensure alignment between client goals and internal priorities and deliverables
• Translate complex concepts into concise, compelling narratives for both technical and non-technical audiences
• Partner with internal teams to create internal SOPs for scaled platform management
• Stay abreast of industry trends and market developments to anticipate client needs
• Collaborate effectively and engage cross-functional teams to successfully grow Affirm’s existing platform footprint
• Demonstrate resourcefulness and flexibility in navigating changing environments
• Maintain a thorough understanding of company products and services to provide accurate information and support to clients

Preferred Qualifications

• Knowledge of marketing technologies and and e-commerce
• Previous one-to-many platform management experience

Benefits

• 100% subsidized medical coverage, dental and vision for you and your dependents
• Monthly stipends for health, wellness and tech spending
• Equity rewards
• Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents
• Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
• Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge
• ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount
• #LI-Remote
• Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment