Client Success Specialist

Posted on 5/31/2024



1,001-5,000 employees

Offers buy now, pay later services

Financial Services
Consumer Goods
Data & Analytics


Remote in USA

Required Skills
  • 2-4 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 e-commerce preferred
  • Deliver a proactive client management strategy to encourage growth & retention with 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.

Affirm stands out as an excellent workplace due to its dedication to creating transparent financial products that improve consumer lives. Operating at the forefront of the 'buy now, pay later' sector, the company not only offers an innovative payment solution but also prioritizes a tech-forward approach by leveraging JavaScript, ensuring its team is always working with cutting-edge technology in the financial industry.

Company Stage


Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Spending wallets: Access tech, food, lifestyle, and family planning wallets for your expenses

Supportive communities: Get involved with our employee resource groups and community groups

Remote-first workforce: If your role is remote, you can set up shop anywhere in your home country

Generous time off: Take the time you need when life happens

Health benefits: Get a plan that fits your needs

Mental healthcare: Take care of your mind with great mental health programs

Parental leave: Birth and non-birth parents get 18 weeks paid leave. Plus, a 4-week return-to-work transition program, at full base pay.

Compensation: We have a simple, flexible, and transparent remote-first compensation structure so you can make the best decisions for yourself and your family.

Away days: We offer 24 company-wide paid days off—which help our teams collectively pause to recharge.

Learning & development: Engage in exciting learning programs to level up your growth.