Client Success Lead jobs in United States
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Affirm · 3 months ago

Client Success Lead

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$100K/yr - $140K/yr
date4+ years exp

Affirm is reinventing credit to make it more honest and friendly, and they are seeking a dynamic and experienced Client Success Lead to join their team. The role involves maintaining client relationships, ensuring satisfaction, and fostering revenue growth through proactive management strategies and collaboration with internal teams.

Financial ServicesFinTechLendingPayments
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Deliver a proactive client management strategy to encourage growth & retention with our merchant partners
Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them
Provide prompt and effective support to address client needs and inquiries
Conduct regular performance reviews and gather client feedback
Collaborate with internal teams to resolve client issues and requests promptly
Stay abreast of industry trends and market developments to anticipate client needs
Collaborate cross-functionally to execute strategies to support clients
Ensure alignment between client goals and internal priorities and deliverables
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

Qualification

Client management strategyCRM software proficiencyAccount management experienceFinancial technology knowledgeMarketing technologies knowledgeE-commerce knowledgeCommunication skillsInterpersonal skillsSelf-motivatedTeam collaboration

Required

Bachelor's degree with at least 4-6 years of account management 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
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

Preferred

4-6 years of proven client experience, preferably in the financial technology sector
Knowledge of marketing technologies and e-commerce

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

Company

Affirm

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Affirm is a financial technology services company that offers installment loans to consumers at the point of sale.
dateFounded in 2012
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
https://www.affirm.com

Funding

Current Stage
Public Company
Total Funding
$7.57B
Key Investors
New York Life InsuranceSixth StreetPGIM Fixed Income
2025-10-31Post Ipo Debt· $750M
2024-12-17Post Ipo Debt· $800M
2024-12-13Post Ipo Debt· $4B

Leadership Team

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Max Levchin
Founder & CEO
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Robert O'Hare
Chief Financial Officer
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Company data provided by crunchbase