Director of Client Success

Corporate Opportunities Coppell, Texas Dallas, Texas


Position at American First Finance

What makes an AFF Director of Client Success: 
  • The Director of Client Success is responsible for leading and managing the strategic direction, operational efficiency, and overall performance of assigned relationships. This role requires a visionary leader with a strong track record of success in building and growing client relationships.
What we offer: 
  • Paid Time Off, 401K Matching, Medical, Dental, and Vision Benefits!
  • A high-growth organization with advancement opportunities!
  • Diverse, Collaborative, & Fun Work Environment! 
Roles and Responsibilities: 
  • Achieve and exceed monthly and quarterly assigned targets and projections.
  • Serve as the primary point of contact for existing partners, fostering strong relationships, and ensuring mutual success.
  • Deliver an exceptional partner experience by understanding partner needs, working across the solutions stack, and acting as an internal advocate for the client.
  • Develop and implement strategies to maximize the value of partnerships, including joint tech roadmaps and co-marketing opportunities where feasible.
  • Oversee the relationship with key strategic partners, managing day-to-day interactions, and seeking ways to deepen these relationships to maximize partner yield.
  • Manage partner relationships across the full lifecycle, from onboarding to ongoing success, ensuring revenue growth and strategic partnership outcomes.
  • Lead key internal and external meetings, communications, escalations, and negotiations, coordinating with subject matter experts as needed.
  • Monitor partnership performance, track key metrics, and identify areas for improvement or expansion.
  • Analyze performance data and present findings to clients, highlighting opportunities or introducing incremental programs.
  • Collaborate closely with internal teams, including product, engineering, marketing, and legal, to align partnership activities with broader business objectives.
  • Facilitate communication and collaboration between internal stakeholders and external partners to ensure seamless execution of partnership strategies.
  • Experience in hiring, managing, and retaining a highly functional partner management team.
  • Determine and execute appropriate level of merchant engagement, including weekly, monthly, and quarterly business reviews.
  • Ability to track and adhere to departmental budget spending guidelines.
  • Associate/bachelor’s degree in a relevant field or equivalent experience.
  • Minimum of 3 years supporting a large business relationship in a Client Success or Account Executive role.
  • Local and National travel required. 
  • High empathy and customer-centric approach. 
  • Excellent communication and relationship-building skills. 
  • Proficient in Microsoft Word, Excel, and PowerPoint. 
  • Proven leadership and managerial skills. 
  • Strong strategic thinking and problem-solving abilities. 
  • Financial acumen and budget management experience. 
  • Ability to drive change and foster innovation.