Associate Client Success Manager - Platform-on-Platform

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Requirements:

• Bachelor's degree.
• 4-6 years of account management experience, ideally in financial technology.
• Proven track record of managing diverse portfolios.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to build rapport.
• Self-motivated and proactive, able to work independently or in a team.
• Comfortable managing multiple priorities in fast-paced environments.
• Proficient 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 is a plus.

Responsibilities:

• Deliver a proactive client management strategy to encourage growth & retention with platform partners.
• Help launch, scale, and grow signed partners through active partner management.
• 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 technical and non-technical audiences.
• Partner with internal teams to create SOPs for platform management.
• Stay updated on industry trends to anticipate client needs.
• Engage cross-functional teams to grow Affirm’s platform footprint.
• Demonstrate resourcefulness in changing environments.
• Maintain thorough knowledge of company products and services.