Client Success Specialist II

<div class="content-intro"><p>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.</p></div><p><strong>About the Revenue Team&nbsp;</strong></p> <p>The Revenue team drives Affirm’s top-line growth through strategic partnerships, pricing, and go-to-market execution. We acquire, retain, and expand merchant relationships across eCommerce, in-store, telesales, and the Affirm app. The team leads onboarding, relationship management, and performance optimization to help partners succeed. We deliver value-added solutions, drive adoption, and support long-term business growth by connecting merchants and consumers through Affirm’s products.</p> <p><strong>About the Role</strong></p> <p>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.</p> <p><strong><strong>What You’ll Do</strong></strong></p> <ul> <li> <p>Deliver a proactive client management strategy to encourage growth &amp; retention with our merchant partners.</p> </li> </ul> <ul> <li> <p>Identify &amp; execute upsell and cross-sell opportunities across a broad portfolio to enhance client value and devise strategies to capitalize on them.</p> </li> </ul> <ul> <li> <p>Provide prompt and effective support to address client needs and inquiries.</p> </li> </ul> <ul> <li> <p>Conduct regular performance reviews and gather client feedback.</p> </li> </ul> <ul> <li> <p>Collaborate with internal teams to resolve client issues and requests promptly.</p> </li> <li> <p>Stay abreast of industry trends and market developments to anticipate client needs.</p> </li> <li> <p>Collaborate cross-functionally to execute strategies to support clients.&nbsp;</p> </li> <li> <p>Ensure alignment between client goals and internal priorities and deliverables.</p> </li> <li> <p>Demonstrate resourcefulness and flexibility in navigating changing environments.</p> </li> <li> <p>Maintain a thorough understanding of company products and services to provide accurate information and support to clients.</p> </li> </ul> <p><strong><strong>What We Look For</strong></strong></p> <ul> <li> <p>Bachelor's degree with at least 3-5 years of account management experience, preferably in the financial technology industry.</p> </li> <li> <p>Excellent written and verbal communication skills.</p> </li> <li> <p>Strong interpersonal skills and ability to build rapport with clients and stakeholders.</p> </li> <li> <p>Self-motivated, proactive, and able to work independently or as part of a team.</p> </li> <li> <p>Comfortable in fast-paced, high-pressure environments managing multiple priorities.</p> </li> <li> <p>Proficiency in CRM software (e.g., Salesforce) and Google Suite.</p> </li> <li> <p>Knowledge of marketing technologies and e-commerce preferred.</p> </li> </ul> <p><br><strong>Base Pay Grade - F<br>Equity Grade - 3<br><br>Employees new to Affirm typically come in at the start of the pay range.&nbsp;</strong>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.<br><br>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.)<br><br>USA On Target Earnings (CA, WA, NY, NJ, CT) per year:<strong> $112,500 - $137,500</strong><br>USA On Target Earnings (all other U.S. states) per year:<strong> $100,000 - $125,000</strong><br><br>Please note that visa sponsorship is not available for this position.<br><br>#LI-Remote</p><div class="content-conclusion"><div> <p&