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Consultant, Client Success - job 30 of 49

The Consultant, Shared Service Client Success Manager is a client-facing, individual contributor role serving as a Money Movement subject matter expert. The Consultant enables new client capabilities, promotes product adoption and optimizes client performance. The role requires a high level of technical proficiency to succeed by supporting clients with complex problems and optimization opportunities.  

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering with key Visa clients to maximize their benefits realization and value from Visa products through optimizing their performance. Working in conjunction with Account Team members from Client Services, Sales and Product, you will help proactively drive Client Success outcomes in alignment with Visa’s business agenda. 

The individual will also help drive client adoption of Visa products, including automated tools and capabilities to enhance the client experience, and that drive value for our clients and support Visa’s strategy. This role also requires a solution-oriented thinker who can recommend feasible optimization opportunities to strengthen the overall product and client experience. The individual will be expected to handle escalated support requests, working with other teams inside and outside the Client Services organization 

This role serves as a functional specialist, located in North America, and reporting to the Director of Shared Services, Client Success Manager.  

Shared Services Client Success Management is responsible for providing operational, technical, and post-launch support to Visa Clients using Money Movement products and services, including Visa Direct and B2B Connect, and additional MM products as needed. The team acts as a central hub responsible for helping clients resolve issues and drive improvement opportunities to completion.   

 

Essential Functions

  • Support 3-5 prioritized/named Money Movement clients with subject matter and technical expertise as needed, as well as assist in operational queries that may arise for these clients. 
  • Manage and troubleshoot escalated technical problems, interfacing with Product Development, Product Management, or Operations teams. 
  • Establish relationships with Client Services and other cross-functional teams within Visa to deliver subject matter expertise consultation as needed to optimize client performance. 
  • Foster and sustain trusted partnerships with internal Account Team members by aligning on the forward-looking relationship strategy and optimization opportunities 
  • Educate and inform Clients about ongoing enhancements to Visa services, highlighting how these improvements can benefit their business.  
  • Identify and document operational opportunities for scalability, aiming to enhance client experience, service quality, and efficiency.  
  • Support periodic operational reviews with Clients and Visa stakeholders, incorporating input, comparison and client progress against product metrics 
  • Drive and deliver initiatives to improve client adoption of Money Movement products and use of Visa’s self-service tools. Play an integral role in the Incident Management Process, partnering with Product and Technology teams to drive solutions for emerging or unique problems.  
  • Play an integral role in the Incident Management Process by partnering with Product and Technology teams to drive solutions for emerging or unique problems and be accountable for communicating and managing technical incidents on a rotational basis for Money Movement P1 incidents, including providing updates to executive management, clients, and key stakeholders. 
  • Understand and interpret NPS scores to gauge client satisfaction, solicit and incorporate client feedback to enhance service delivery and address concerns promptly.
  • Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good Client experience and help generate new sales leads as solutions to identified client pain points. 
  • Key Knowledge Domains: 
  • Credit card payments and payment systems 
  • eCommerce industry 
  • Web technologies and systems 
  • REST based APIs 

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Average salary estimate

$80000 / YEARLY (est.)
min
max
$70000K
$90000K

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What You Should Know About Consultant, Client Success, Visa

As a Consultant in Client Success at Visa, based in Ashburn, you will be a vital player in driving client satisfaction and product adoption. This unique opportunity allows you to leverage your expertise in Money Movement to support our valued clients and ensure they harness the full potential of Visa's offerings. Your role is to partner with key clients, providing them with tailored strategies to optimize their performance and improve their operational capabilities. You'll work alongside talented professionals in Client Services, Sales, and Product teams to drive outcomes that align seamlessly with Visa's business goals. Imagine helping clients navigate complex challenges while being their go-to expert for technical assistance. You’ll be instrumental in addressing escalated support requests and collaborating with other teams, enhancing the overall client experience through innovative problem-solving. Each day brings new challenges, where you'll be educating clients on the latest Visa enhancements, ensuring they are aware of how these can boost their operations. You’ll also play a crucial role in incident management, qualifying as a bridge between clients and internal teams, providing real-time updates during high-stakes situations. With a passion for technology and payments, you’ll stay current with industry trends, gathering client feedback and utilizing NPS scores to continuously improve service delivery. If you thrive in a dynamic, hybrid environment and are eager to make a positive impact on client relationships, this Consultant, Client Success role at Visa is where you belong!

Frequently Asked Questions (FAQs) for Consultant, Client Success Role at Visa
What responsibilities does a Consultant in Client Success at Visa have?

A Consultant in Client Success at Visa plays a critical role in engaging with clients to maximize their experience with our Money Movement products. Responsibilities include managing escalated technical problems, educating clients on product enhancements, and establishing strong relationships with account teams to drive client performance. This position also involves supporting 3-5 prioritized clients and offering technical expertise to resolve operational queries effectively.

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What qualifications are needed for the Consultant, Client Success position at Visa?

To excel in the Consultant, Client Success role at Visa, candidates should have a strong understanding of credit card payments and payment systems, as well as experience in client-facing positions. Familiarity with web technologies, REST-based APIs, and prior experience in the eCommerce industry will be beneficial. A solution-oriented mindset, excellent troubleshooting skills, and the ability to foster partnerships are essential for success in this role.

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How does the Consultant in Client Success role contribute to Visa's goals?

The Consultant in Client Success is crucial in driving Visa's business agenda by enhancing client relationships and optimizing product usage. By working closely with clients to identify improvement opportunities and addressing their technical challenges, this role ensures clients derive maximum value from Visa's offerings, ultimately contributing to higher satisfaction rates and improved client outcomes.

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What does a typical day look like for a Client Success Consultant at Visa?

A typical day for a Client Success Consultant at Visa involves engaging with clients to discuss their ongoing needs, resolving escalated support issues, and collaborating with cross-functional teams to drive improvement initiatives. The consultant reviews client performance metrics, educates clients on new enhancements, and plays an impactful role in incident management, ensuring that any technical issues are promptly communicated and resolved.

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What opportunities for professional development are available for a Consultant at Visa?

At Visa, a Consultant in Client Success has ample opportunities for professional growth. Continuous learning opportunities are provided, including staying updated with the latest technology trends and product enhancements. Additionally, employees can participate in operational reviews and projects to enhance their expertise. By handling complex client needs, consultants can develop their problem-solving skills while contributing to the company's evolving strategies.

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Common Interview Questions for Consultant, Client Success
Can you describe your experience with Money Movement products?

When asked about your experience with Money Movement products, detail any previous roles where you supported similar payment solutions. Highlight specific projects you worked on, particularly those focused on optimization or product adoption, and provide metrics of success if possible.

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How do you handle escalated client support requests?

In responding to this question, it's important to outline your approach to troubleshooting. Mention your steps for identifying the root cause, collaborating with relevant teams for a solution, and the importance of communication with the client throughout the process until resolution.

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What strategies do you use to foster client relationships?

Share strategies you’ve implemented to build strong relationships, such as regular check-ins, personalized support, and being a proactive listener. Highlight the importance of understanding the clients’ needs and how you keep their goals aligned with your support.

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Describe a time when you had to educate a client about new product features.

Provide an example of a specific situation where you guided a client through new features. Explain how you communicated the benefits clearly and supported them in adopting these enhancements to improve their operational efficiency.

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How do you stay updated with industry trends?

Discuss your methods for staying informed, such as attending industry conferences, participating in webinars, following relevant publications, and engaging with professional networks. Explain how this knowledge positively impacts your client interactions and enhances service delivery.

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What do you consider the most challenging aspect of being a Consultant in Client Success?

Be honest about the challenges you anticipate, such as managing client expectations during service disruptions. Share how you would mitigate these challenges, emphasizing your problem-solving skills and commitment to client satisfaction.

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How do you prioritize multiple client requests?

Outline your approach to prioritization by discussing frameworks you use, such as urgent vs. important matrices, and your methods for assessing the impact of each request on client success. Illustrate this with a past experience if possible.

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What tools or software do you find essential for managing client relationships?

Mention any CRM tools or software that you have experience with, explaining how it helps track client interactions, performance metrics, and manage follow-ups, ultimately enhancing your work efficiency in supporting clients.

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Can you give an example of how you've driven product adoption?

Share a specific instance where you successfully increased product adoption among clients. Focus on your tactics, such as conducting training sessions, creating user-friendly documentation, or providing one-on-one consultations.

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What metrics do you think are most indicative of client success?

Discuss key performance indicators you consider vital, such as Net Promoter Score (NPS), product usage rates, and client retention metrics. Always tie your response back to how these metrics reflect the value your role adds to client relationships.

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Visa Inc. operates as a payments technology company worldwide. The company facilitates commerce through the transfer of value and information among consumers, merchants, financial institutions, businesses, strategic partners, and government entiti...

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Full-time, hybrid
DATE POSTED
April 3, 2025

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