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The Sr. Consultant, Client Success Manager (CSM) is an individual contributor responsible for owning the holistic post-sale Client Services relationship for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption. The CSM, in partnership with the Account Executive team, also identifies Visa products and solutions that can help address client operational challenges. The role requires solid foundational knowledge of payments processing, high level of professionalism, leadership and interpersonal skills to manage relationships with a variety of internal and client stakeholders.

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering closely 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 Sales and Product, you will proactively drive Client Success outcomes in alignment with Visa’s business agenda as detailed in the Sales Account Plan. The individual will also define and deploy client support and service implementation strategies, including automated tools and capabilities to enhance the client experience, that drive value for our clients and support Visa’s strategy.

This role serves as a Fintech segment generalist, located in insert North America, reporting to the Director of the Strategic Fintech Client Services team.

Responsibilities include:

  • Oversee the client implementations of new Visa products by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.
  • Ensure Client operational goals and success metrics for their overall Visa product landscape are understood.
  • Build and sustain a trusted client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased.
  • Drive and deliver initiatives to improve client adoption of products and use of Visa’s self-service tools.
  • Stay current with the latest local market trends, payment processing trends, Visa solutions and technologies to provide a great Client experience and generate new sales leads as solutions to identified client pain points.
  • Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve complex client issues and optimize client performance.
  • Develop client education and training materials (including webinars) to communicate new Visa Rules, essential mandates, Visa Business Enhancement Releases and/or upcoming changes to ensure client readiness and service compliance.
  • Lead periodic operational reviews with clients and Visa stakeholders.
  • Act as the escalation point for managing significant issues and major incident/crisis responses.
  • Showcase operational excellence by supporting cross-functional initiatives to improve the Client experience, incorporating automated solutions to drive efficiency and productivity.
  • Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
  • As applicable, coordinate with global, regional and or in-market Client Success team members to maintain a continuous 360-degree view of the Client and deliver a consistent operational relationship experience.

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 Sr. Consultant, Client Success, Visa

As a Sr. Consultant, Client Success at Visa in Ashburn, you will step into a vibrant role that's all about building and nurturing the post-sale relationship with our clients. This position is perfect for someone who loves to advocate for clients and bring innovative solutions to life, as you’ll be working closely with your portfolio to enhance capabilities, boost product adoption, and support the growth of their businesses. You'll partner with Account Executives to identify Visa products that can help address unique operational challenges. Having a solid understanding of payment processing is crucial here since you will be navigating complex client needs and collaborating with cross-functional teams to ensure that every client sees the maximum value from their Visa products. Your leadership and interpersonal skills will shine as you build trust with key stakeholders. Believe it or not, this role presents an exciting opportunity to influence Visa’s Client Success transformation by driving outcomes that are aligned with the company's strategy. You’ll be implementing new Visa products, developing educational materials, and even leading operational reviews to ensure our clients are thriving. If you're proactive and passionate about client success, this hybrid position promises to keep you engaged and challenged while driving results for some of our standout clients.

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

The Sr. Consultant, Client Success at Visa is responsible for overseeing the post-sale relationship with clients, implementing new Visa products, and ensuring clients maximize their engagement with Visa solutions. You will coordinate client teams to expedite implementation processes, maintain communication regarding operational goals, build trusted relationships, and develop educational materials to boost product adoption. Collaboration with Account Executives and other cross-functional teams is key to delivering exceptional client experiences.

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What qualifications are required for the Sr. Consultant, Client Success role at Visa?

To be a successful applicant for the Sr. Consultant, Client Success position at Visa, candidates should possess a solid foundational knowledge of payments processing, strong communication, leadership, and interpersonal skills. Experience in client relationship management or a similar role is beneficial. Familiarity with Visa products, operational solutions, and a knack for problem-solving will set candidates apart in optimizing client value and performance.

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How does a Sr. Consultant, Client Success at Visa drive product adoption?

As a Sr. Consultant, Client Success at Visa, driving product adoption involves coordinating client implementations of new Visa products, executing Client Success Plans, and educating clients on service compliance. Proactively engaging with clients to monitor their health and performance, alongside providing them with self-service tools and resources, will enhance their experience and ensure they maximize the use of Visa solutions.

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What skills are essential for someone in the Sr. Consultant, Client Success position at Visa?

Essential skills for a Sr. Consultant, Client Success at Visa include strong communication abilities, strategic problem-solving skills, a deep understanding of payment processing and Visa products, and the capacity to build and maintain trust with clients. Being proactive, detail-oriented, and having the ability to work collaboratively with cross-functional teams are also crucial for success in this role.

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What is the work environment like for a Sr. Consultant, Client Success at Visa?

The work environment for a Sr. Consultant, Client Success at Visa is a dynamic hybrid setting that combines in-office collaboration with remote flexibility. Expect to engage with diverse client portfolios while partnering with various teams across the organization. The culture at Visa encourages innovation, teamwork, and personal growth, making it an exciting place for professionals eager to make an impact.

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Common Interview Questions for Sr. Consultant, Client Success
How do you ensure a client successfully adopts new Visa products?

To ensure a client successfully adopts new Visa products, I prioritize thorough communication and support throughout the implementation process. This involves coordinating relevant team efforts, setting clear expectations, and providing comprehensive training materials to familiarize clients with new tools. I also follow up regularly to gather feedback and make necessary adjustments to improve the client experience.

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Can you describe a time when you turned a difficult client situation around?

In a previous role, I faced a situation with a client who was unhappy with our service. I took the initiative to have an open conversation to understand their challenges better. By actively listening and addressing their concerns with tailored solutions, I managed to rebuild trust. This experience taught me the importance of communication and empathy in client relationships.

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What strategies do you use to build trust with your clients?

Building trust with clients involves consistent, transparent communication, managing expectations, and demonstrating a genuine commitment to their success. I make it a priority to deliver on promises and consistently provide valuable insights and support to enhance their experience with our products.

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How do you stay informed about industry trends and Visa products?

Staying informed requires a mix of proactive learning and engagement. I regularly read industry publications, attend webinars, and participate in relevant training sessions. Networking with peers and colleagues also allows me to exchange insights about the latest trends and innovations in payment processing and Visa solutions.

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What metrics do you consider when evaluating client performance?

When evaluating client performance, I focus on key metrics such as product adoption rates, client feedback scores, and their operational efficiencies post-implementation. By analyzing these metrics, I can pinpoint areas of success and identify opportunities for further enhancement, ensuring that the client continues to realize value from our products.

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Describe your approach to managing client expectations.

Managing client expectations starts with clear and open communication. I make sure clients understand the timelines and processes involved. Regular check-ins help ensure that they feel informed and involved, which mitigates potential misunderstandings and aligns our goals effectively.

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What role does collaboration play in ensuring success for your clients?

Collaboration is crucial in delivering client success. By working closely with my colleagues in sales and product teams, we can create a cohesive support structure for our clients. Regular collaboration allows us to align on strategies and share insights that ultimately contribute to optimizing our clients' experiences and outcomes.

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How do you handle conflicting priorities when managing multiple client accounts?

Handling conflicting priorities requires effective time management and prioritization skills. I assess each client's needs and deadlines, and communicate transparently about timelines. If necessary, I involve my team to ensure adequate support for each client and maintain quality service, even under tight schedules.

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What innovations have you implemented to improve client experience?

In my previous role, I implemented an automated solution that streamlined client onboarding processes. By utilizing digital tools, I improved efficiency and provided clients with self-service options to access resources. This innovation reduced onboarding time significantly and enhanced client satisfaction.

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Why do you want to join Visa as a Sr. Consultant, Client Success?

I am excited about the opportunity to join Visa because of its commitment to innovation in the payment sector. The role of Sr. Consultant, Client Success aligns perfectly with my passion for client advocacy and operational excellence. I believe my experience and skills can contribute to enhancing client relationships and driving successful outcomes at Visa.

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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 9, 2025

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