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Client Success Consultant

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

Job Description and Responsibilities
The Client Success Shared Services team is responsible for providing operational assistance to Clients that manage a wide range of moderately complex problems of diverse scope, identifying opportunities to improve Client performance along with the appropriate courses of action, and driving issues and opportunities through to completion.   

 

Job Scope
The Client Success Shared Services team provides knowledge and expertise to assist our Issuers and Acquirers in the Latin America and Caribbean Region.  The Client Services team plays a critical role in ensuring the delivery and service of Visa products and solutions to our clients.  With our deep knowledge and expertise, we are a key internal partner to product and technology, bringing the voice of the customer into the development, deployment and enabling our clients to deliver and scale new products, services, and initiatives into the market.

The Client Success Management Shared Service Analyst will be responsible for managing the operational relationships for Tier 3 clients in the region by providing operational support and assist in growing their business. This role will also provide the opportunity shape how we lead the management of our clients through support and input into the tools, capabilities and processes that impact the client experience. This enables us to deepen our partnership with our clients and bring value to their business. The individual will also define and deploy client support and service implementation strategies that drive value for our clients and support Visa’s strategy. This involves delivering effective, efficiency and consultative support aligned to business objectives and critically, establishes and fosters working relationships with Visa’s clients as well as internal stakeholders across all levels of staff and management, ensuring the Client Services team are regarded as operational partners and able to effectively represent client needs. 

 

Responsibilities
•    Manage operational support and fulfilling service needs of moderate complexity for Tier 3 clients. This includes respond to inbound client queries as well as outbound proactive client engagement.
•    Develop strong partnership with cross functional teams in order to be recognized as a key contributor to their success
•    Build a successful engagement model with the core teams focused on Client outreach support for key initiatives, which will allow for shared knowledge and improved efficiencies
•    Engage with cross functional teams to enhance performance and influence product enhancements
•    Engage regularly with core team to create a feedback forum to define standards and improvements to create efficiencies and eliminate duplicative efforts
•    Coordinate with internal resources to accomplish Visa and client objectives and ensure processing system performance standards are met and that the client perspective is represented within the organization. Provide proactive planning and operational support to ensure that both the client and Visa are operating in the most effective and cost-efficient manner while managing costs and increasing overall transaction performance.
•    Assist in the creation of the teams repository of process checklists that will assist with the general case type activities to advance client implementation of new products and service go to market faster.
•    Assist in the development of client based webinars to provide clients with general updates on VisaNet operations, technical matters, and upcoming mandates.
•    Develop communications for clients outlining initiatives and mandates (and the required client changes), and providing compelling rationale for the need for such change.
•    Manage these communications end-to-end, distributing to clients and governing responses and subsequent delivery of change.
•    Act as liaison for the client, provide technical expertise to structure effective program/solutions, service change support and system enhancement support.
•    Deliver and support biannual business enhancements and all Visa mandates.
•    Manage incident management - identify and analyze processing problems and identify customer impacts to provide report as appropriate
•    Be accountable and serve as an escalation point for high impact/complex issues encountered by L1, L2, & L3 support team or country team.
•    Work closely with Technical Account Managers, Account Managers, Project Managers, Client Configuration teams, Licensing, and Sales to understand Client objectives and to seek out solutions.  
•    Advocate on behalf of all Visa Clients to internal stakeholder organizations including CS, Sales, Product, Systems, Risk and Legal.
•    Partner with Sales to identify additional business opportunities for clients, drive value-added services and new payment flows to increase service quality & revenue.
•    Stay current with industry and client trends and maintain a working knowledge of Visa products and services.
•    Identify and implement opportunities to improve the client experience by streamlining operational processes. Collaborate with key stakeholders to drive first-contact resolution by achieving scale, consistency, and automation for clients.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Qualifications

 Bachelor’s degree and seven or more years of experience in the financial services, payments, software, or information services industry
 Working knowledge of Visa’s systems including authorization and clearing systems, disputes, rules, and processing platforms is preferred
 Expertise in requirements documenting, program development, and project management methodology
 Project management background and/or appropriate project/program management work experience
 Strong relationship management, strategic thinking, and problem solving skills needed in order to provide proactive identification of processing efficiencies, service change needs and guidance on system enhancements.
 Strong technical aptitude with the ability to absorb technical information and apply it to business solutions
 Familiarity with automation and process improvement methodologies
 Strong understanding of the industry and our Clients processing and operational businesses.
 A proven track record for making sound business decisions, setting direction and managing both short and long-term goals, achieving high quality operational results and customer commitment
 Proficient in performing analysis and drawing conclusions from written or computer generated material and from observed trends
 Ability to set priorities and manage customer expectations (internal and external), working both as part of a team and independently.
 Capable of developing and managing short and long-term plans, adapting as the industry or environment changes
 Excellent inter-personal skills and a proven ability to build and maintain highly satisfied customer relationships.
 Proven abilities in organizational, conceptual, and logical problem solving. Excellent time management, organization, and planning skills are essential.
 Excellent verbal, written, and interpersonal skills are required. Mastery of the English language required.
 Fluency in Spanish is required

Additional Information

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

What You Should Know About Client Success Consultant, Visa

At Visa, we are on the lookout for a Client Success Consultant to join our dynamic team in Bogotá, Colombia. This isn't just another job; it's an opportunity to help shape the future of payment technologies while being part of a purpose-driven industry leader. As a Client Success Consultant, you will be at the forefront of driving client relationships and engagement for our Tier 3 clients across Latin America and the Caribbean. Your day-to-day will involve tackling a variety of moderately complex challenges, providing operational support, and identifying opportunities to help our clients thrive. You’ll be a vital connector between our clients and internal teams, sharing insights and feedback that directly influence product development and service delivery. This is a hybrid role where collaboration is key—expect to engage with cross-functional teams to optimize client experiences and streamline operational processes. Your expertise will play a pivotal role in shaping how we interact with our clients, from managing service inquiries to organizing webinars that keep them informed on industry trends and Visa mandates. If you have a passion for client success and want to make a real impact in the technology sector, then this is the role for you. Join us at Visa, where together we'll uplift everyone, everywhere, one payment at a time.

Frequently Asked Questions (FAQs) for Client Success Consultant Role at Visa
What does a Client Success Consultant do at Visa?

A Client Success Consultant at Visa is responsible for managing operational relationships with Tier 3 clients. This involves addressing service needs, providing operational support, and identifying growth opportunities for clients. Each day offers a mix of proactive engagement and reactive support to ensure that clients are effectively utilizing Visa’s products and services.

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What qualifications are needed to become a Client Success Consultant at Visa?

To qualify for the Client Success Consultant role at Visa, candidates should have a bachelor’s degree alongside seven or more years of experience in financial services, payments, or software industries. Key skills include relationship management, strategic thinking, and project management capabilities tailored to enhancing client experiences.

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

The work environment for a Client Success Consultant at Visa is hybrid, meaning you will have the flexibility to work from home as well as participate in office-based activities. Generally, you will be expected to be in the office 2-3 days a week based on business needs, emphasizing collaboration and teamwork.

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What are the primary responsibilities of a Client Success Consultant at Visa?

The primary responsibilities include managing operational support for clients, engaging proactively with cross-functional teams, delivering client communications, and supporting product enhancements. You will serve as a key liaison, influencing how we relate to our clients and ensuring their needs are met.

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How can a Client Success Consultant drive value for Visa's clients?

A Client Success Consultant can drive value by identifying and implementing opportunities to improve operational processes, engaging in effective communication, and advocating for clients' needs within Visa. Additionally, developing strong partnerships with internal teams allows consultants to influence product enhancements that benefit clients.

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What skills are essential for a successful career as a Client Success Consultant at Visa?

Essential skills for a successful Client Success Consultant at Visa include strong problem-solving capabilities, excellent interpersonal and communication skills, project management experience, and the ability to understand and apply technical information to business solutions. Familiarity with automation processes also enhances client engagement.

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What is the impact of a Client Success Consultant at Visa on clients' businesses?

The impact of a Client Success Consultant at Visa on clients' businesses is significant, as they help improve client performance through operational support and strategic recommendations. This role enables clients to fully leverage Visa's products and services, ultimately aiming to increase transaction performance and maintain high satisfaction levels.

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Common Interview Questions for Client Success Consultant
How do you prioritize client needs and manage their expectations?

When prioritizing client needs, it is essential to assess the urgency and impact of their requests. I typically use a systematic approach to categorize issues by complexity and importance, and I communicate openly with clients to ensure they understand the anticipated timelines. Regular check-ins and updates can also help manage expectations effectively.

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Can you describe a time when you turned a challenging client situation into a positive outcome?

In a previous role, I faced an issue where a client was unhappy with the delays in product rollout. I scheduled a meeting to listen to their concerns, which allowed me to clarify misinformation and gather feedback. By coordinating cross-functional efforts, we not only resolved the issue but also improved the implementation process for future clients.

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What methodologies do you follow for project management?

I typically follow agile project management methodologies, as they allow for flexibility and quick adaptations based on client needs. Utilizing tools like Kanban boards helps manage progress visually and encourages collaboration among teams. Regular retrospectives also help identify areas for continuous improvement.

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How do you ensure effective communication with clients and internal teams?

I prioritize clear and consistent communication by establishing regular touchpoints and using collaborative tools for updates and feedback. Tailoring my communication style to the audience ensures that both clients and internal teams are aligned and informed about project statuses and key initiatives.

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What strategies do you use to engage with cross-functional teams?

To engage effectively with cross-functional teams, I cultivate strong relationships through regular meetings and updates. I find that sharing client feedback and collaborative goals fosters a shared commitment towards achieving the best outcomes for clients while leveraging diverse expertise from within the teams.

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How do you approach technical challenges in client support?

I approach technical challenges by first carefully analyzing the issue and gathering relevant data. I collaborate with technical teams to develop solutions and maintain transparency with the client by keeping them informed throughout the process. If needed, I facilitate workshops or training to ensure clients can utilize our technical solutions effectively.

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How do you keep yourself updated with the latest trends in the payments industry?

I stay informed about industry trends by subscribing to leading financial services newsletters, attending webinars, and participating in industry conferences. Networking with peers and thought leaders in the payments field also helps me gain insights into emerging challenges and innovations.

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How would you handle a disagreement with a team member regarding a client strategy?

In case of a disagreement, I believe in approaching the situation with an open mind and a focus on the client's best interests. I would seek to understand the other person's perspective and facilitate a conversation where we can discuss and evaluate the merits of both strategies. Finding common ground often leads to more effective solutions.

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Can you give an example of how you analyzed data to improve a client's experience?

In a previous project, I utilized client transaction data to identify patterns that indicated a bottleneck in processing. By analyzing this data, I was able to propose system enhancements that significantly reduced processing times. Implementing these changes led to improved client satisfaction and operational efficiency.

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What role do you think client feedback plays in shaping Visa's services?

Client feedback plays a crucial role in shaping Visa's services as it provides invaluable insights into user experiences and needs. By regularly collecting and analyzing this feedback, we can identify areas for improvement and innovate our service offerings to ensure we are meeting and exceeding client expectations.

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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
November 27, 2024

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