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Consultant, Client Success - job 2 of 4

Job Description

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.

This role serves as a functional specialist, located in Johannesburg and reporting to Tracy Bolton VP for CS SSA

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. 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

• Analytical skills to prepare and summarize data into business solutions and provide sound analysis
• Able to communicate complex technical terms and/or processes in business language tailored to client
• Self-starter able to achieve results as part of an effective team (across countries and time zones)
• Able to effectively prioritize and multi-task under deadlines
• Experience using standard Microsoft Office tools (e.g., Excel, PowerPoint, Word)
• Experience representing technical and/or business issues and solutions to influence audiences at multiple levels of an organization
• Knowledge of the payment industry (i.e., trends, threats, competitors, regulatory environments)
• Certifications or qualifications in Client/Customer Success, project management or related areas of practice and expertise.
• Basic to intermediate proficiency in the following skills:
o Building client relationships - Build credibility and create trust-based relations; partner with clients to build their business
o Becoming customer centric - Listen to and prioritize customer needs to drive value realization and build trusted partnerships
o Success planning - Build measurable actions plans to help clients achieve their business goals and realize value from their products/solutions
o Client engagement - Communicate clearly and effectively with clients
o Proactiveness - Think ahead and take action
o Critical thinking - Take ownership over problems and find creative solutions to complex problems

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 Consultant, Client Success, Visa

If you’re an enthusiastic problem solver and love helping clients achieve their goals, then the Consultant, Client Success position at Visa in Johannesburg might be just perfect for you! In this role, you will be the go-to person for our clients post-sale, ensuring they get the most out of their Visa products. Your expertise will help clients navigate the implementation of new products, optimizing their performance, and driving adoption all while making their journey as smooth as possible. You will be a trusted advocate, collaborating closely with both the clients and the Visa team to manage operational relationships and drive tangible results. You’ll also get to engage directly with key stakeholders, offering insights that can transform and enhance their business. This position is dynamic and puts you at the forefront of client success-transformations as you work with innovative solutions in the payment processing industry. If you’re someone who thrives in a collaborative environment and has the knack for translating technical processes into easy-to-understand business language, this is a fantastic opportunity. Join Visa, and not only will you get to contribute to enhancing client experiences, but you'll also grow professionally, working alongside some of the best minds in the business. Plus, with our hybrid work model, you’ll have the flexibility you need while still being part of our vibrant office community!

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

As a Consultant, Client Success at Visa, your key responsibilities include overseeing the implementation of new Visa products, building strong relationships with clients, tracking performance metrics, and driving product adoption while aligning with the business agenda. You will also provide operational support and identify opportunities for client optimization, manage training materials, and act as a client advocate to resolve complex issues.

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

To excel as a Consultant, Client Success at Visa, you need strong analytical skills, experience with Microsoft Office, and a good understanding of the payment industry. Certifications in Client/Customer Success or project management are advantageous. Additionally, having people skills to build trust and effectively communicate with various stakeholders is crucial for your success in this role.

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How does the Consultant, Client Success role at Visa contribute to client satisfaction?

The Consultant, Client Success contributes to client satisfaction by proactively managing client relationships, ensuring their operational goals are met, and facilitating smooth product implementations. You will also monitor client health and provide tailored solutions to address challenges, which significantly enhances the overall client experience and fosters long-term partnerships.

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

A typical day for a Consultant, Client Success at Visa involves a blend of strategizing client engagement plans, coordinating product implementation with various teams, hosting training sessions, and conducting operational reviews with clients. It's a dynamic mix of relationship management, analysis, and problem-solving aimed at driving client success.

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What skills are essential for success as a Consultant, Client Success at Visa?

Essential skills for success in the Consultant, Client Success role at Visa include strong communication ability, critical thinking, proactive problem-solving, and a customer-centric mindset. Being able to manage multiple priorities and working effectively across teams in a global environment is also crucial.

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Common Interview Questions for Consultant, Client Success
How would you manage a difficult client situation as a Consultant, Client Success at Visa?

In managing a difficult client situation, I would first listen to their concerns attentively, validate their feelings, and communicate solutions clearly. My focus would be on understanding their needs and working collaboratively to resolve the issue while ensuring that it aligns with Visa's policies and capabilities.

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Can you describe how you would track your client's success metrics?

I would track client success metrics by establishing clear performance indicators aligned with client goals during the initial onboarding process. Regular follow-ups, data analysis, and client feedback would be integral to evaluating progress and making data-driven recommendations for improvement.

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What steps do you take to ensure effective communication with clients?

To ensure effective communication, I prioritize active listening and empathy, tailor my communication based on the client's technical understanding, and provide regular updates. Scheduled check-ins and being transparent about progress helps foster trust and keeps the clients informed.

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How do you prioritize multiple client needs in your role?

I prioritize client needs by assessing urgency and impact on their success, often communicating openly with clients about their priorities. Setting clear timelines and utilizing project management tools aids in effectively juggling multiple tasks and ensuring that all clients receive adequate attention.

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What strategies would you implement to improve product adoption among clients?

I would implement strategies such as creating tailored educational materials, conducting interactive training sessions, and sharing success stories from other clients. Additionally, actively seeking feedback will provide insights to reflect on and fine-tune our approach for improved adoption.

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How do you stay informed about trends in the payment industry?

I stay informed about trends in the payment industry by subscribing to industry publications, following leading organizations, attending webinars and conferences, and being part of professional networks. Continuous learning is key to staying ahead and providing added value to clients.

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Describe your experience with conflict resolution in client relationships.

My experience with conflict resolution involves addressing issues proactively by staying calm, listening to all parties involved, and facilitating a collaborative discussion to find a resolution. Emphasizing mutual goals often leads to a positive outcome and reinforces trust.

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How would you approach training a client on new Visa products?

In approaching client training on new Visa products, I'd first assess their knowledge level and tailor the training to their needs. I would ensure a blend of theoretical and practical sessions, including hands-on experiences, to reinforce learning and engagement.

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What tools do you find useful for managing client data and performance?

Useful tools for managing client data and performance include CRM software for tracking interactions, data analytics tools for assessing performance metrics, and project management platforms for overseeing implementation processes. These tools help maintain organization and foster data-driven decision-making.

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Why do you want to work as a Consultant, Client Success at Visa?

I want to work as a Consultant, Client Success at Visa because I am passionate about building client relationships and delivering solutions that drive their success. Visa's reputation for innovation and excellence in the payment industry is inspiring, and I am excited about the opportunity to contribute to impactful outcomes for clients.

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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
December 6, 2024

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