Client Success Specialist II

Affirm

3d • $100,000 - $137,500 • Remote

About The Position

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.
About the Revenue Team
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.
About the Role
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.

Requirements

• Bachelor's degree with at least 3-5 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 Google Suite.
• Knowledge of marketing technologies and e-commerce preferred.

Responsibilities

• Deliver a proactive client management strategy to encourage growth & retention with our merchant partners.
• Identify & execute 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.

Benefits

• 100% subsidized medical coverage, dental and vision for you and your dependents
• Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
• Competitive vacation and holiday schedules
• Employee stock purchase plan (ESPP) enabling you to buy shares of Affirm at a discount

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level