37 Client Success Specialist Jobs in Dallas, TX
Affirm is Hiring a Client Success Specialist Near Dallas, TX
We are seeking a dynamic and experienced Client Success Specialist to join our team. The ideal candidate will have 2-4 years of proven experience in the financial technology sector, with a strong track record of managing diverse portfolios. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth.
What You'll Do
- 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.
- 2-4 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 and e-commerce preferred
Employees new to Affirm or promoted into a new role, typically begin in the min to mid range.USA On Target Earnings (CA, WA, NY, NJ, CT) per year:
Min: $115,125
Mid: $126,125
Max: $138,125
USA On Target Earnings (all other U.S. states) per year:
Min: $103,625
Mid: $114,000
Max: $124,375
Please note that visa sponsorship is not available for this position.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. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities.
BenefitsWe’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include:
- Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents
- Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
- Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge
- ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount
[For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records.
By clicking "Submit Application," you acknowledge that you have read the Affirm Employment Privacy Policy for applicants within the United States, the EU Employee Notice Regarding Use of Personal Data (Poland) for applicants applying from Poland, the EU Employee Notice Regarding Use of Personal Data (Spain) for applicants applying from Spain, or the Affirm U.K. Limited Employee Notice Regarding Use of Personal Data for applicants applying from the United Kingdom, and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.
Job Summary
Full Time
Lending & Credit
$69k-88k (estimate)
06/02/2024
07/27/2024
affirm.com
SAN FRANCISCO, CA
1,000 - 3,000
2003
MAX LEVCHIN
$50M - $200M
Lending & Credit
Related Companies
If you are interested in becoming a Client Success Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Specialist job description and responsibilities
Works directly with the client success manager to ensure a clear understanding of customer's business needs and ensures that DFIN meets expectations.
03/18/2022: Provo, UT
Build meaningful relationships with each client to truly understand their challenges, and create custom solutions.
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Client success specialists are accountable for managing churn and providing essential support.
02/20/2022: Cedar Falls, IA
They may also meet regularly with devs/product designers.
04/06/2022: Fayetteville, AR
Client success specialist look out for their customer’s business and work with them to find solutions to pain points.
02/20/2022: Cedar Falls, IA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Specialist jobs
Client success specialist should see disseminating learning from each of their onboarding experiences as a vital part of their job.
02/24/2022: Rapid City, SD
Generate excitement for new or developing products by keeping clients updated on their progress.
02/20/2022: Spartanburg, SC
Take the time to understand your client’s use-case and earn their trust.
01/31/2022: Wichita, KS
Apply for an entry-level client success position, gain knowledge and experience before moving up.
04/11/2022: Yakima, WA
Maintain understanding of relativity product features, road maps and benefits and effectively communicate to the client to ensure client success.
03/26/2022: Fayetteville, AR
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