We are seeking a dynamic and experienced Client Success Specialist II (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth.

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 to enhance client value 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.

Collaborate cross-functionally to execute strategies to support clients.

Ensure alignment between client goals and internal priorities and deliverables.

Demonstrate resourcefulness and flexibility in navigating changing environments.

Maintain a thorough understanding of company products and services to provide accurate information and support to clients.

What We Look For

Client Success Specialist II

Responsibilities

Qualification

Required

Benefits

Company

Affirm

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