Client Success Lead

Client Success Lead – Overview

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without hidden fees or compounding interest. We are seeking a dynamic and experienced Client Success Lead to join our team. The ideal candidate will have 4‑6 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.

• 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.

• 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.
• Knowledge of marketing technologies and e‑commerce preferred.

Base Pay Grade: H
Equity Grade: 5
On‑Target Earnings (OTE) – USA (CA, WA, NY, NJ, CT): $100,000 – $140,000 per year
On‑Target Earnings (USA – all other states): $88,000 – $128,000 per year

Affirm is proud to be a remote‑first company. The majority of our roles are remote and you can work almost anywhere within the country of employment. Remote work is the default; occasional on‑site days may be required depending on the business.

• Health care coverage – Assurance of premium coverage for you and your dependents.
• Flexible Spending Wallets – Stipends for technology, food, lifestyle needs and family‐forming expenses.
• Time off – Competitive vacation and holiday schedules.
• ESPP – Employee stock purchase plan to buy shares at a discount.

Visa sponsorship is not available for this position.