Associate Client Success Manager - Platform-on-Platform

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Requirements:

• Bachelor's degree with at least 4-6 years of account management experience, preferably in the financial technology industry.
• Proven track record of managing portfolios and driving revenue growth.
• 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.
• Previous one-to-many platform management experience a plus.

Responsibilities:

• Deliver a proactive client management strategy to encourage growth & retention with our platform partners.
• Help launch, scale, and grow signed partners via active partner management and collaboration with internal and external teams.
• Identify upsell and cross-sell opportunities to enhance platform partnerships.
• Conduct regular performance reviews and gather client feedback.
• Ensure alignment between client goals and internal priorities.
• Translate complex concepts into concise narratives for various audiences.
• Partner with internal teams to create SOPs for scaled platform management.
• Stay abreast of industry trends to anticipate client needs.
• Engage cross-functional teams to grow Affirm’s platform footprint.
• Demonstrate resourcefulness in changing environments.
• Maintain a thorough understanding of company products to support clients.