Client Success Lead

Affirm
Canada, United States
Workplace: RemoteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Proactive client management","Client satisfaction","Relationship building","Cross-functional collaboration","Prioritization"]

Own client relationships for Affirm’s merchant partners as the primary post-sale point of contact. Drive long-term retention and growth through proactive account management, identifying upsell and cross-sell opportunities, and ensuring strong account health. Partner with internal teams across Analytics, Product, Marketing, Credit, and Technical to resolve issues, capture feedback, and align client goals with internal priorities—staying ahead of market trends to anticipate needs.

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Affirm
Affirm
6 hours ago

Client Success Lead

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Own client relationships for Affirm’s merchant partners as the primary post-sale point of contact. Drive long-term retention and growth through proactive account management, identifying upsell and cross-sell opportunities, and ensuring strong account health. Partner with internal teams across Analytics, Product, Marketing, Credit, and Technical to resolve issues, capture feedback, and align client goals with internal priorities—staying ahead of market trends to anticipate needs.
Location: Canada, United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Deliver a proactive client management strategy to drive growth and retention with merchant partners.
  • •Identify upsell and cross-sell opportunities and develop strategies to increase client value.
  • •Provide prompt and effective support to address client needs and inquiries.
  • •Conduct regular performance reviews and gather client feedback to improve outcomes.
  • •Collaborate cross-functionally to resolve client issues and ensure alignment between client goals and internal priorities.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionRemote WorkSpending Stipends

Key Requirements

  • •Bachelor’s degree with at least 3–5 years of account management experience, preferably in financial technology.
  • •Excellent written and verbal communication skills and strong interpersonal ability to build rapport with clients and stakeholders.
  • •Self-motivated, proactive, and able to work independently or collaboratively across a team.
  • •Comfortable in fast-paced, high-pressure environments while managing multiple priorities.
  • •Proficiency in CRM tools (e.g., Salesforce) and the Microsoft Office suite.
Experience:3-5 yearsFinancial technologyFinancial servicesMerchant accounts
Education:Bachelor's
Skills:Proactive client managementClient satisfactionRelationship buildingCross-functional collaborationPrioritization
Languages:English
Tech Stack:SalesforceMicrosoft Office

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Affirm
Provides point-of-sale lending and buy-now-pay-later (BNPL) solutions for consumers and merchants, enabling installment payments, consumer financing, and embedded financial services through APIs and partnerships with retailers and platforms.
Industry: Lending
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn