Client Success Lead
A
AffirmFinancial technology
Location: Remote USFull-TimeLead
SalaryUSA On Target Earnings (CA, WA, NY, NJ, CT) per year: $125,000 - $187,500; USA On Target Earnings (all other U.S. states) per year: $110,000 - $172,500
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Job Details
- Experience
- At least 3-5 years of account management experience
- Required Skills
- SalesforceMicrosoft OfficeAccount ManagementClient relationship management
Requirements
- Bachelor's degree.
- At least 3-5 years of account management experience.
- Financial technology industry experience preferred.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and ability to build rapport with clients and stakeholders.
- Self-motivated and proactive, with the ability to work independently or as part of a team.
- Comfortable managing multiple priorities in fast-paced, high-pressure environments.
- Proficiency in CRM software, such as Salesforce.
- Proficiency in the Microsoft Office suite.
- Knowledge of marketing technologies and e-commerce preferred.
Responsibilities
- Deliver a proactive client management strategy to encourage growth and retention with merchant partners.
- Identify upsell and cross-sell opportunities 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.
- Execute cross-functional strategies to support clients.
- Align client goals with internal priorities and deliverables.
- Maintain a thorough understanding of company products and services to provide accurate information and support.
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