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Consultant, Client Success - job 24 of 50

The Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services operational relationship for applicable clients and providing operational support and assistance in growing clients’ business. The Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption.

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.

Responsibilities include:

  • Support and/or oversee the implementation of new Visa products the Client purchases 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 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.
  • Participate in the design and delivery of initiatives to improve client adoption of products and use of Visa’s self-tools.
  • Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good 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.
  • Support development of 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.
  • Support and/or lead periodic operational reviews with clients and Visa stakeholders.
  • Act, on an ad-hoc and as needed basis for applicable clients, as the escalation point for managing significant issues and major incident/crisis responses.
  • Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.

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

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

Are you ready to take your career to the next level? Join Visa as a Consultant, Client Success in Austin and be part of a transformative journey! In this role, you will be the backbone of the post-sale Client Services operational relationship for your assigned clients. As a trusted advocate, you’ll proactively engage with your portfolio to enable new capabilities and promote product adoption, ensuring our clients maximize their investment in Visa’s offerings. You’ll work closely with the Account Team to craft strategies that drive Client Success outcomes, aligning closely with Visa’s business agenda. Your responsibilities will span implementing new products, driving client operational goals, and establishing strong relationships with key stakeholders. You will also collaborate with various teams to enhance the client experience through automated tools and provide guidance on the latest payment processing trends and technologies. With a focus on education, you’ll develop training materials and support operational reviews to ensure compliance and readiness. This hybrid position offers you the opportunity to blend remote work with in-office collaboration to meet the dynamic needs of our clients. If you’re passionate about driving client success and love creating impactful solutions, this is the perfect opportunity for you!

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 managing the post-sale operational relationship with clients, overseeing the implementation of new Visa products, and ensuring clients achieve their operational goals. You’ll work to optimize product adoption and performance while participating in the design of initiatives to enhance client experiences. This role involves staying updated on payment processing trends, delivering client training materials, and acting as an escalation point for significant issues.

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

Candidates seeking the Consultant, Client Success role at Visa should have a background in client services, strong understanding of operational processes, and experience in managing client relationships. A degree in business or a related field is typically preferred, along with excellent communication and analytical skills. Familiarity with payment systems and prior experience in a consulting capacity can offer a significant advantage.

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How does one succeed as a Consultant, Client Success at Visa?

To thrive as a Consultant, Client Success at Visa, it’s essential to build strong relationships with your clients and proactively drive their success by understanding their needs. Staying informed about Visa’s product offerings and industry trends will help you provide valuable insights. Communication skills, problem-solving abilities, and a passion for enhancing client experiences are crucial to succeeding in this role.

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

The work environment for the Consultant, Client Success role at Visa is a hybrid one, allowing for flexibility between remote and in-office work. This arrangement fosters collaboration with cross-functional teams while also offering the convenience of working from home. Visa promotes a culture of teamwork and supports professional development, making it an exciting place to grow your career.

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What opportunities for growth are there in the Consultant, Client Success position at Visa?

The Consultant, Client Success position at Visa offers significant opportunities for growth. You will develop skills in client advocacy, product implementation, and strategic planning while working alongside experienced professionals. Visa prioritizes career advancement, so successful consultants can move into leadership positions or specialize in other areas within the company, paving the way for a fulfilling career.

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Common Interview Questions for Consultant, Client Success
How do you approach building relationships with clients as a Consultant, Client Success?

To build strong relationships with clients, I focus on understanding their business and objectives. I actively listen to their needs and concerns, ensuring open lines of communication. Regular check-ins and follow-ups are key to demonstrating commitment and responding to evolving requirements. I establish rapport by delivering consistent value and being a reliable resource when they need assistance.

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Can you provide an example of a successful product implementation you've managed?

In my previous role, I successfully implemented a new software solution for a major client. I coordinated with internal teams and the client to identify their specific needs. By creating a structured timeline and regular progress updates, we ensured a smooth launch that aligned with their goals. Post-implementation reviews confirmed a significant increase in their operational efficiency, showcasing the value of teamwork and communication.

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What strategies do you use to ensure client satisfaction?

I prioritize proactive engagement with clients, regularly soliciting feedback to gauge their satisfaction levels. I ensure their goals are clearly defined and align our strategies with their objectives. Monitoring performance metrics and adjusting our approach based on their feedback helps maintain strong relationships. Additionally, I provide educational resources to empower clients, enhancing their experience with our solutions.

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How do you stay updated on industry trends and Visa products?

I subscribe to industry newsletters, attend webinars, and participate in professional networks to stay informed about the latest trends in payment processing and technology. Additionally, I regularly review Visa's product updates and partake in internal training to ensure I can provide accurate, up-to-date information to my clients, further enhancing their success.

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Describe a time when you had to handle a difficult client situation.

Once, a client experienced a significant issue with product integration, leading to frustration. I immediately reached out to acknowledge their concerns and scheduled a meeting to discuss the problem. By listening and providing clear steps for resolution, I reassured them that we were committed to fixing the issue. We implemented a solution quickly, followed by a post-implementation check-in to ensure they were satisfied, which ultimately strengthened our relationship.

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What are the most important metrics you track as a Consultant, Client Success?

As a Consultant, Client Success, I focus on key performance indicators like client adoption rates, product usage statistics, and client feedback scores. Tracking these metrics allows me to identify trends, assess the effectiveness of our strategies, and proactively address any issues that arise. This data-driven approach ensures clients are achieving their operational goals and deriving maximum value from our services.

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How do you prioritize tasks in a demanding environment?

In a demanding environment, I prioritize tasks by assessing their urgency and impact on client success. I use project management tools to create to-do lists and timelines, breaking down larger projects into manageable tasks. Regularly communicating with my team helps to delegate tasks when possible, ensuring that we meet our commitments while maintaining quality and client satisfaction.

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How would you describe your communication style when working with clients?

I adopt a collaborative communication style, ensuring clarity and understanding in every interaction. I focus on active listening, allowing clients to express their concerns and goals freely. I tailor my communication to suit the client’s preferences, whether through emails, calls, or meetings, fostering an open dialogue that builds trust and encourages feedback throughout our partnership.

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What tools or technologies do you use to manage client relationships?

I frequently utilize customer relationship management (CRM) software to keep track of client interactions, schedule follow-ups, and manage documentation. Additionally, project management tools help me stay organized and collaborative with my team. Leveraging these technologies facilitates effective communication, streamlined processes, and allows for comprehensive reporting to track client success.

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How do you measure success in your role as a Consultant, Client Success?

Success in my role is primarily measured by client satisfaction and the tangible results they achieve through our products. I track metrics such as client retention rates, product adoption, and feedback scores. Additionally, the ability to foster strong relationships and proactively manage challenges demonstrates my effectiveness in this role, ultimately driving Visa’s goals and our clients’ success.

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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 19, 2025

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