We are seeking a dynamic and experienced Client Success professional to join our team. The ideal candidate will have 4-6 years of proven client experience, preferably in the financial technology sector, with a strong track record of managing diverse portfolios. The CSM will work with our strategic platform partners to set the direction of their programs, build internal advocacy and understanding of the Affirm platform, and implement initiatives that will expand the usage of Affirm within their channels. The Client Success position requires outstanding relationship management and program management skills.

What you’ll do

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

What we look for

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

Knowledge of marketing technologies and and e-commerce preferred

Previous one-to-many platform management experience a plus

 

Pay Grade - H
Equity Grade - 5

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, which includes the annual base pay and the sales incentive target.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $125,000 - $175,000
USA On Target Earnings (all other U.S. states) per year: $110,000 - $160,000

Please note that visa sponsorship is not available for this position.

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