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 Specialist II (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 2-3 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
Pay Grade - F
Equity Grade - 3
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: $112,500 - $137,500
USA On Target Earnings (all other U.S. states) per year: $100,000 - $125,000
Please note that visa sponsorship is not available for this position.
#LI-Remote
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.
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.
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.
What the Team is Saying
What We Do
Since our founding over a decade ago, our mission has been to deliver honest financial products that improve lives. That mission hasn’t changed—and it never will. At Affirm, we believe money shouldn’t dictate your direction in life. That it should open up options instead of limiting them, and help you get where you’re going without getting in your way. That’s why we offer people the financial flexibility to choose what works for them—in finances and in life.
Why Work With Us
Who is an Affirmer?
/noun/
Someone who believes finance shouldn’t be complicated. We come from a diverse set of backgrounds and we’re driven by the desire to improve lives through honest financial products. We define success by challenging one another to bring our best ideas to every single project—and we have fun while doing it.
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Affirm Offices
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Employees work remotely.
Affirm is a remote-first company! Our employees can work anywhere in the U.S. but if an office is more your style, we have office locations in San Francisco, Chicago, New York City, and Pittsburgh.
