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Client Success Lead

Lead client success initiatives to enhance partnerships and drive growth for Affirm's merchant partners.

Location
Remote US
Compensation
$110k–$187.5k/yr
Level
lead
Type
full time · Remote

Posted by employer 1 month ago

First seen on Joblaze 1 month ago

Last verified on the company career page 1 day ago

What you'll build

  • Deliver a proactive client management strategy
  • Identify upsell and cross-sell opportunities
  • Provide prompt and effective support
  • Conduct regular performance reviews
  • Collaborate with internal teams

Must have

  • 3-5 years of account management experience
  • Excellent written and verbal communication skills
  • Strong interpersonal skills
  • Self-motivated and proactive
  • Proficiency in CRM software

Nice to have

  • Experience in the financial technology industry
  • Knowledge of marketing technologies
  • Experience in e-commerce

Requirements

Experience
3–5 years
Education
Bachelor's degree
Visa
No sponsorship (stated in posting)

Benefits

Equity/Stock Options Remote Work Health Insurance

Joblaze summary

The Client Success Lead at Affirm is responsible for managing relationships with merchant partners, focusing on performance optimization and revenue growth. This role requires expertise in client management, particularly within the financial technology sector, along with proficiency in CRM tools like Salesforce. Ideal candidates will have 3-5 years of relevant experience and strong communication skills, making this position suitable for those who thrive in fast-paced environments and can navigate multiple priorities. Affirm's remote-first culture allows for flexibility while fostering collaboration across various internal teams.

Joblaze insights

  • Listed about a month ago — first seen on Joblaze September 22, 2026. Last confirmed on Affirm's careers page November 9, 2026.
  • Salary band is below the typical range for Sales/Marketing roles (median ~$140,000).
  • Starts above 54% of 13 comparable lead sales/marketing roles in United States that list Salesforce we track (median $100,000 across 9 companies). See Salesforce salary trends
  • Salesforce appears in 5.7% of 440 comparable lead sales/marketing roles in United States; CRM appears in 2.5% of 440 comparable lead sales/marketing roles in United States.

Quick facts

Is the Client Success Lead role remote?
Yes — Affirm lists this as a fully remote position.
What's the salary range?
Affirm lists $110,000–$187,500 for this role.
How much experience is required?
3–5 years of relevant experience for this Client Success Lead role.
What's the tech stack?
Joblaze extracted these technologies from the posting: CRM, Microsoft Office, Salesforce.
What seniority level is this role?
Affirm targets lead candidates for this position.
Is this full-time or contract?
Full-time for this Client Success Lead role at Affirm.

From the original posting

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.

About the Client Success Team:

The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm.

About the Role:

We are seeking a dynamic and experienced Client Success Lead (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:

  • 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

  • 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.


What We Look For:

  • 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 Microsoft Office suite.

  • Knowledge of marketing technologies and and e-commerce preferred

Base Pay Grade - H

Equity Grade - 5

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.

USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $125,000 - $187,500

USA On Target Earnings (all other U.S. states) per year: $110,000 - $172,500

Please note that visa sponsorship is not available for this position.

#LI-Remote

Remote-first with flexibility built in
Affirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.

By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and consent to the use of your personal information as described.

Standard company text repeated across Affirm's postings is omitted here.

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