American First Finance · 13 hours ago
Client Success Manager
Coppell, TX
Full-time
Onsite
Entry Level
1+ years expAmerican First Finance is a leading provider of technology-driven point-of-sale payment solutions, dedicated to serving cash- and credit-constrained consumers. The Client Success Manager role involves enhancing team efficiency through project coordination, reporting, and data analysis to drive measurable results for merchant performance.
FinanceFinancial ServicesFinTech
Responsibilities
Serve as the department’s Marketing Ambassador, acting as the primary liaison with the Marketing team to manage all marketing-related initiatives, ensuring execution, alignment, and visibility across the Client Success team
Take ownership of monthly external-facing operational cadences, including rebate schedules and contractual monetary commitments tied to seasonal or tiered performance structures
Review and audit merchant contracts to ensure terms are accurately reflected in internal systems; proactively identify discrepancies and align with Directors on resolution
Track contract expiration dates and notify Directors well in advance to enable proactive renewal strategies and avoid lapses in partnership
Oversee and maintain the department’s Merchant Profile Page, serving as the source of truth for how each merchant is set up within our systems. Conduct regular audits to validate accuracy across pricing, technology configurations, and program details. Ensure any changes are captured in a timely manner, properly communicated to relevant internal stakeholders, and fully documented for cross-functional alignment
Build first-draft presentations for MBRs, QBRs, and Executive briefings using standardized templates and merchant performance data
Coordinate field-facing logistics such as SWAG, signage, and promotional shipments for merchant campaigns and events
Use strong Excel skills to manipulate datasets, analyze KPIs, and build visualizations that support strategic insights and decision-making
Qualification
Required
Bachelor's degree preferred; fields include Business Administration, Marketing, Communications, or related experience
1-2 years of experience in project coordination, business operations, and/or executive-level administrative role
Demonstrated expertise in creating and designing executive-facing PowerPoint presentations with a strong understanding of storytelling through data and visuals
Advanced proficiency in Microsoft Excel, including the ability to build and manage complex spreadsheets, pivot tables, lookups, conditional formatting, and trend analysis
Strong writing and communication skills with a demonstrated ability to draft professional, executive-level emails and documentation with a high degree of accuracy in grammar, structure, and tone
Preferred
Experience using project management and collaboration tools (e.g., Smartsheet, Monday.com, Asana, Airtable, Notion, or similar) to create workflows, trackers, and centralized documentation
Familiarity with CRM systems (e.g., Salesforce, SugarCRM) and how to navigate and extract relevant client/merchant data
Ability to distill complex data into concise, actionable insights for business reviews and presentations
Company
American First Finance
American First Finance is a leading consumer financial technology company that provides alternatives to traditional retail lending service.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-10-28Acquired
Leadership Team
Reggie Britt
CTO
Thomas Nusspickel
Chief Operating Officer
Recent News
2025-09-17
Security Week
2025-09-16
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