About this Client Success Lead role at Affirm
At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.
About the Client Success Team:
The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm.
About the Role:
We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth.
What You’ll Do:
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Deliver a proactive client management strategy to encourage growth & retention with our merchant partners
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Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them
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Provide prompt and effective support to address client needs and inquiries.
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Conduct regular performance reviews and gather client feedback
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Collaborate with internal teams to resolve client issues and requests promptly.
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Stay abreast of industry trends and market developments to anticipate client needs.
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Collaborate cross-functionally to execute strategies to support clients.
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Ensure alignment between client goals and internal priorities and deliverables.
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Demonstrate resourcefulness and flexibility in navigating changing environments.
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Maintain a thorough understanding of company products and services to provide accurate information and support to clients.
What We Look For:
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Bachelor's degree with at least 3-5 years of account management experience, preferably in the financial technology industry.
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Excellent written and verbal communication skills.
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Strong interpersonal skills and ability to build rapport with clients and stakeholders.
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Self-motivated, proactive, and able to work independently or as part of a team.
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Comfortable in fast-paced, high-pressure environments managing multiple priorities.
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Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite.
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Knowledge of marketing technologies and and e-commerce preferred
Base 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.
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.)
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.
USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $125,000 - $187,500
USA On Target Earnings (all other U.S. states) per year: $110,000 - $172,500
Please note that visa sponsorship is not available for this position.
#LI-Remote
Remote-first with flexibility built in
Affirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.
Benefits designed for you
Our benefits reflect our commitment to care, transparency, and flexibility. Here are a few highlights:
- Health coverage at no cost: We cover 100% of premiums for employees and their dependents.
- Spending stipends: Monthly stipends support your tech setup, and the ability to choose health and wellness options that are right for you.
- Time off to recharge: Flexible time off and generous holiday calendars help you rest when you need to.
- Own a piece of what you build: Our employee stock purchase plan (ESPP) lets you buy Affirm stock at a discount.
We’re committed to providing an inclusive interview process, including accommodations for candidates with disabilities. If you need support, we’re happy to help.
For positions based in San Francisco or Los Angeles: Affirm considers qualified applicants with arrest and conviction records, as required by law.
By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and consent to the use of your personal information as described.
