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Consultant, Client Success - job 4 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

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Consultant, Client Success, Visa

Join our dynamic team at Visa as a Consultant, Client Success in Ashburn, where you'll play a pivotal role in enhancing client relationships as a Money Movement subject matter expert. This exciting opportunity allows you to engage directly with clients to promote product adoption and optimize their performance. In this unique position, you’ll support 3-5 prioritized Money Movement clients, helping them to navigate complex issues and enabling new capabilities with ease. Your exceptional technical skills will come into play as you manage and troubleshoot escalated problems, ensuring client satisfaction while collaborating closely with various teams within Visa. As a Consultant, you'll not only educate clients on Visa's suite of services and help them realize their potential through optimization initiatives, but you'll also monitor and improve client interactions and support their success in real-time. Building trusted relationships with your account team and engaging more broadly across internal functions will help you drive impactful results, transforming the way we connect with our clients. If you're a solution-oriented thinker passionate about delivering exceptional client experiences, this is the role for you! We are looking for individuals who stay current with payment processing trends and can translate insights into actionable strategies for our clients. Join us, and let’s create remarkable client successes together in this hybrid role that offers a blend of in-office collaboration and remote flexibility.

Frequently Asked Questions (FAQs) for Consultant, Client Success Role at Visa
What are the responsibilities of a Consultant, Client Success at Visa?

As a Consultant, Client Success at Visa, your primary responsibilities include supporting prioritized Money Movement clients by providing technical expertise, troubleshooting escalated problems, and fostering relationships with internal and client teams. You will also be involved in educating clients about product updates, driving client adoption of Visa services, and identifying optimization opportunities to enhance the overall client experience.

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

To excel as a Consultant, Client Success at Visa, candidates should possess strong technical skills in payment processing, a deep understanding of web technologies, and client management experience. A background in the eCommerce industry or familiarity with REST-based APIs is preferred. Moreover, excellent interpersonal and communication skills are crucial for building relationships and driving client success.

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How does a Consultant, Client Success help improve client performance at Visa?

A Consultant, Client Success at Visa contributes to improved client performance by identifying and implementing optimization strategies, troubleshooting technical issues, and educating clients on how to maximize the benefits of Visa’s Money Movement products. Regular operational reviews and gathering client feedback also play a key role in enhancing service quality and addressing client needs effectively.

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What can I expect from the work environment at Visa as a Consultant, Client Success?

The work environment at Visa for a Consultant, Client Success is dynamic and collaborative, with opportunities for both in-office and remote work. You’ll be part of a supportive team that prioritizes client success and encourages continuous learning about payment processing trends, Visa products, and evolving technologies.

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What is the significance of technical proficiency in the role of Consultant, Client Success at Visa?

Technical proficiency is critical for a Consultant, Client Success at Visa, as the role involves addressing complex client issues related to Money Movement products. Understanding the technical aspects of payment systems, troubleshooting and resolving escalated incidents, and leveraging knowledge of web technologies and APIs will enable you to provide effective solutions and support to clients.

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Common Interview Questions for Consultant, Client Success
How do you approach problem-solving in a client-facing role like Consultant, Client Success?

In a client-facing role, I approach problem-solving by first understanding the client's specific needs and challenges. I prioritize active listening and effective communication to gather all relevant information. Then, I analyze the situation to propose feasible and tailored solutions, ensuring that I remain proactive and collaborative throughout the process.

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What strategies do you use to build relationships with clients?

Building strong relationships with clients involves consistent communication, demonstrating reliability, and genuinely understanding their business goals. I make it a point to engage with clients regularly through follow-ups and updates, ensuring they feel valued and informed. I also take the time to educate them on new products and services that can benefit their operations.

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How do you ensure client satisfaction when managing escalated issues?

To ensure client satisfaction during escalated issues, I maintain transparency throughout the resolution process. I prioritize swift and effective communication, keeping clients updated on progress and expected outcomes. Maintaining a calm demeanor while displaying empathy helps build trust, making clients feel heard and supported.

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Can you describe a time you improved a client’s process or performance?

Sure! I once worked with a client struggling to adopt new payment processing tools. After assessing their needs, I developed a tailored training program to educate their staff. This proactive approach not only improved their performance but also significantly increased their overall satisfaction with our services, leading to enhanced product utilization.

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What is your experience with payment systems and technologies?

I have extensive experience in payment systems, specifically working with APIs and eCommerce technologies. My background has equipped me to understand various platforms, troubleshoot technical issues effectively, and identify optimization opportunities that enhance client experiences with payment solutions.

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How do you handle conflicting priorities from different clients?

Handling conflicting priorities requires effective time management and communication. I work closely with stakeholders to evaluate each situation's urgency and impact, prioritizing tasks accordingly. I communicate openly with clients to set expectations and ensure everyone is on the same page.

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What do you know about Visa’s Money Movement products?

Visa’s Money Movement products, including Visa Direct and B2B Connect, are designed to facilitate quick, secure transactions in various contexts. Understanding these products and their features enables me to educate clients effectively and identify opportunities for them to leverage these solutions for improved operations.

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Describe your approach to educating clients about new product features.

My approach to educating clients involves clear, concise communication and interactive demonstrations of new features. I make sure to contextualize how these features can address their specific needs and improve their processes, and I encourage questions to clarify any doubts.

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How would you handle a situation where a client is dissatisfied with our services?

I would first listen to the client's concerns without interruption to fully understand their dissatisfaction. After empathizing with them, I would work collaboratively to identify solutions to address their issues. Keeping them informed throughout the process is key to rebuilding trust and satisfaction.

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What role do you believe a Consultant, Client Success plays in client retention?

A Consultant, Client Success plays a critical role in client retention by ensuring clients feel supported and valued throughout their journey with our services. By actively engaging, providing solutions, and driving continuous improvement in client experiences, we foster long-term loyalty and satisfaction.

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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 4, 2025

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