Client Success Lead - Platform-on-Platform

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.

We are seeking a dynamic and experienced Client Success Lead (CSM) 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.

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.

Benefits

We’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
  
  

We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process.

[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.

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