Client Success Manager - Platform-on-Platform

Summary

Join Affirm, a company reinventing credit, as a Client Success professional. With 4-6 years of client experience, ideally in fintech, you will manage strategic platform partners. Responsibilities include developing growth strategies, launching and scaling partner programs, identifying upsell opportunities, conducting performance reviews, and ensuring alignment between client and internal goals. You will translate complex information clearly and collaborate with cross-functional teams. The role requires strong communication, relationship management, and program management skills. Affirm offers competitive benefits, including 100% subsidized medical coverage for you and your dependents, flexible spending stipends, and competitive 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 preferred
• Previous one-to-many platform management experience a plus

Benefits

• 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