Client Success Specialist II
New
A
AffirmFintech
Remote USFull-TimeMiddle
SalaryUSA On Target Earnings (CA, WA, NY, NJ, CT) per year: $112,500 - $137,500; USA On Target Earnings (all other U.S. states) per year: $100,000 - $125,000
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Job Details
- Experience
- 3-5 years
- Required Skills
- SalesforceAccount ManagementCRMGoogle Workspace
Requirements
- Bachelor's degree.
- 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.
- Self-motivated, proactive, and able to work independently or as part of a team.
- Comfortable in fast-paced, high-pressure environments.
- Proficiency in CRM software (e.g., Salesforce).
- Proficiency in Google Suite.
- Knowledge of marketing technologies and e-commerce (preferred).
Responsibilities
- Deliver a proactive client management strategy to encourage growth & retention with our merchant partners.
- Identify & execute upsell and cross-sell opportunities across a broad portfolio.
- 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.
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