Client Success Lead
- New York, United States
- Lead/Staff
- 3+ years
- Bachelor's degree
- Posted
Skills
Required
- CRM software
- Salesforce
- Microsoft Office
Preferred
- marketing technologies
- e-commerce
- devise strategies
Join Affirm as a Client Success Lead, where you'll build and grow long-term partnerships with our merchant partners, optimize performance, increase product adoption, and identify revenue expansion opportunities. You'll be the primary post-sale point of contact, collaborating with internal teams and advocating for merchants. Enjoy a remote-first work environment, generous time off, health benefits, and opportunities for learning and development.
Responsibilities
- 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.
- Conduct regular performance reviews and gather client feedback to ensure overall account health.
Requirements
- Self-motivated, proactive, and able to work independently or as part of a team
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite
- Strong interpersonal skills and ability to build rapport with clients and stakeholders
Excellent written and verbal communication skills
- Bachelor's degree with at least 3-5 years of account management experience, preferably in the financial technology industry
- Comfortable in fast-paced, high-pressure environments managing multiple priorities
Preferred
- Knowledge of marketing technologies and and e-commerce preferred
Pay
USD 110,000 - 187,500
