Client Success Lead

Affirm

. Deliver a proactive client management strategy to encourage growth and retention with merchant partners .

Posted 9/21/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client management strategies, focusing on growth and retention while effectively utilizing CRM software and Microsoft Office. Possesses strong communication and interpersonal skills to build rapport and manage client relationships in the financial technology industry.

Highest-signal resume keywords

Account Management ExperienceClient Relationship BuildingCRM Software ProficiencyCommunication SkillsFinancial Technology Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient Support StrategiesPerformance Review ConductingUpselling and Cross-SellingMarket Trend Analysis

Soft Skills

Interpersonal SkillsResourcefulnessFlexibilityTeam CollaborationIndependence

Tools & Technologies

SalesforceMicrosoft Office SuiteMarketing TechnologiesE-Commerce Platforms

Industry Keywords

Financial TechnologyClient ManagementMerchant PartnershipsClient FeedbackIndustry Trends

About the role

Key responsibilities & impact

Deliver a proactive client management strategy to encourage growth and retention with merchant partners
Identify upsell and cross-sell opportunities and develop strategies to capitalize on them
Provide prompt and effective support for client needs and inquiries
Conduct regular performance reviews and gather client feedback
Collaborate with internal teams to resolve client issues and requests
Monitor industry trends and market developments to anticipate client needs
Collaborate cross-functionally to execute client support strategies
Align client goals with internal priorities and deliverables
Navigate changing environments with resourcefulness and flexibility
Maintain thorough knowledge of company products and services to support clients accurately

Requirements

What you’ll need

Bachelor's degree
At least 3-5 years of account management experience
Experience preferably in the financial technology industry
Excellent written and verbal communication skills
Strong interpersonal skills and ability to build rapport with clients and stakeholders
Ability to work independently or as part of a team
Ability to manage multiple priorities in fast-paced, high-pressure environments
Proficiency in CRM software, such as Salesforce
Proficiency in Microsoft Office suite
Knowledge of marketing technologies and e-commerce preferred
Visa sponsorship is not available for this position

Benefits

Comp & perks

100% subsidized medical coverage for employees and dependents
Dental and vision coverage for employees and dependents
Monthly stipends for tech spending
Monthly stipends for health and wellness options
Flexible time off
Generous holiday calendars
Employee stock purchase plan (ESPP) with discounted Affirm stock
Remote-first work flexibility
In-person onboarding experience for all new hires