Client Success Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement a proactive strategy for client management aimed at fostering growth and retention among merchant partners.

• Identify opportunities for upselling and cross-selling, and formulate strategies to leverage these opportunities.

• Provide prompt and efficient support to address client needs and inquiries.

• Conduct regular performance evaluations and collect feedback from clients.

• Work collaboratively with internal teams to address client issues and fulfill requests.

• Keep abreast of industry trends and market changes to anticipate client requirements.

• Collaborate across functions to implement effective client support strategies.

• Align client objectives with internal priorities and deliverables.

• Adapt to changing environments with resourcefulness and flexibility.

• Maintain a comprehensive understanding of company products and services to provide accurate support to clients.

⛳️ Requirements

• A bachelor's degree is required.

• A minimum of 3-5 years of experience in account management is essential.

• Experience in the financial technology sector is preferred.

• Exceptional written and verbal communication skills are necessary.

• Strong interpersonal skills and the ability to build relationships with clients and stakeholders are crucial.

• Capability to work independently or collaboratively within a team is important.

• Ability to juggle multiple priorities in fast-paced, high-pressure settings is required.

• Proficiency in CRM software, such as Salesforce, is necessary.

• Proficiency in the Microsoft Office suite is required.

• Familiarity with marketing technologies and e-commerce is preferred.

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

🏝️ Benefits

• Comprehensive medical coverage for employees and their dependents at no cost.

• Dental and vision insurance for employees and their dependents.

• Monthly stipends available for technology expenses.

• Monthly stipends provided for health and wellness initiatives.

• Flexible time-off policy.

• Generous holiday schedule.

• Employee stock purchase plan (ESPP) offering discounted Affirm stock.

• Flexibility to work remotely.

• In-person onboarding experience for all new hires.