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Consultant, Client Success - job 39 of 50

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

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.

Qualifications

Basic Qualification

  • 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualification 

  • 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
  • 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:
    • Building client relationships - Build credibility and create trust-based relations; partner with clients to build their business
    • Becoming customer centric - Listen to and prioritize customer needs to drive value realization and build trusted partnerships
    • Success planning - Build measurable actions plans to help clients achieve their business goals and realize value from their products/solutions
    • Client engagement - Communicate clearly and effectively with clients
    • Proactiveness - Think ahead and take action
    • Critical thinking - Take ownership over problems and find creative solutions to complex problems

Additional Information

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

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.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 105,900.00 to 153,550.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Average salary estimate

$129725 / YEARLY (est.)
min
max
$105900K
$153550K

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 Visa as a Consultant, Client Success, in beautiful Austin, TX! In this exciting role, you’ll be a crucial part of our mission to empower businesses and individuals worldwide through secure and innovative payment solutions. As the Consultant, Client Success, you will take charge of the post-sale operational relationships with our clients, enabling them to fully maximize the use of Visa products and services. You will be the client’s voice within Visa, advocating for their needs, driving product adoption, and identifying new opportunities for growth. Each day will bring a new challenge as you work closely with clients and cross-functional teams to implement Visa's cutting-edge solutions, streamline operations, and enhance overall client satisfaction. Whether you're coordinating product rollouts or leading educational sessions, your proactive approach will be key to ensuring clients not only meet their operational goals but also experience significant value in their partnerships with us. If you love building trust-based relationships and are innovative, analytical, and passionate about customer success, this role offers you an incredible opportunity to leave a mark in a prominent fintech leader. Join us and be part of a team that values creativity, collaboration, and customer-centric success. Let’s shape the future of payments together!

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

As a Consultant, Client Success at Visa, your main responsibilities include managing the post-sale operational relationship with clients, supporting the implementation of new Visa products, and driving product adoption. You will build relationships with key stakeholders, execute Client Success Plans, and monitor client performance to optimize their use of Visa solutions.

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What qualifications does Visa expect for the Consultant, Client Success role?

Visa requires candidates for the Consultant, Client Success position to have a bachelor’s degree with at least 5 years of relevant work experience or an advanced degree with less experience. Preferred qualifications include strong analytical skills, experience in client engagement, and a background in the payment industry.

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How does the Consultant, Client Success role at Visa drive client performance?

The Consultant, Client Success at Visa drives client performance by proactively monitoring client health, identifying areas for improvement, and collaborating with specialist Visa teams to enhance the client’s experience. You'll also help implement client education initiatives and manage regular reviews to ensure they achieve their operational goals.

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

Essential skills for the Consultant, Client Success role at Visa include strong client relationship management, analytical capabilities, effective communication, and the ability to handle complex problem-solving. A proactive mindset, proficiency in Microsoft Office tools, and knowledge of the payment industry are also very beneficial.

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What is the work environment like for a Consultant, Client Success at Visa in Austin, TX?

The work environment for a Consultant, Client Success at Visa in Austin, TX is both collaborative and dynamic, as it operates in a hybrid model. You can expect a mix of in-office collaboration while also benefiting from flexibility. The role involves interaction with various teams within Visa and a focus on client engagement, presenting an exciting opportunity to contribute to the company’s success.

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Common Interview Questions for Consultant, Client Success
How do you ensure client satisfaction in your role as Consultant, Client Success?

To ensure client satisfaction, I focus on understanding their specific needs, maintaining regular communication, and collaborating with teams for timely responses. I would also utilize client feedback to enhance service delivery continually.

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Can you provide an example of how you've helped a client adopt a new product?

In a previous role, I coordinated a comprehensive onboarding process for a new software tool by organizing training sessions, creating educational materials, and ensuring all client concerns were addressed promptly. This proactive approach led to a smooth adoption process and higher client satisfaction.

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What strategies do you use to manage multiple client accounts at once?

I prioritize tasks based on client needs and deadlines, use project management tools to track progress, and maintain an organized schedule. Regular check-ins with clients also help me stay on top of their requirements.

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How do you handle difficult conversations with clients?

I approach difficult conversations with empathy and a solutions-oriented mindset. Listening actively to clients’ concerns and collaborating on possible solutions is crucial to rebuilding trust and maintaining a positive relationship.

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What metrics do you consider crucial in assessing client success?

Key metrics I focus on include product adoption rates, client engagement levels, operational efficiency improvements, and overall satisfaction scores based on client feedback. These indicators help gauge the success of our services.

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How do you stay updated on industry trends and client needs?

I actively participate in industry webinars, read relevant publications, and engage in networking with other professionals. Additionally, regular communication with clients helps identify emerging trends and their changing needs.

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Explain how you build trust with your clients?

Building trust involves consistent communication, transparency, and delivering on promises. I ensure that clients know they can rely on me to address their needs promptly and effectively.

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Describe a time when you had to lead a project under a tight deadline?

In a previous role, I led a product launch project that had a tight deadline. I organized a dedicated team, set clear milestones, and ensured effective communication which resulted in a successful launch within the timeline.

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What do you think is the most important quality for a Consultant, Client Success?

The most significant quality is adaptability. Being able to pivot based on client needs and market changes ensures that we provide relevant solutions and maintain high service standards.

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What tools or software do you find most useful in managing client relationships?

I find CRM tools, such as Salesforce, highly useful for managing client relationships, tracking interactions, and measuring performance metrics. Additionally, productivity tools like Asana help me keep tasks organized and prioritize effectively.

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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 18, 2025

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