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The Consultant, Shared Service Client Success Manager is a client-facing, individual contributor role serving as a Money Movement subject matter expert. The Consultant enables new client capabilities, promotes product adoption and optimizes client performance. The role requires a high level of technical proficiency to succeed by supporting clients with complex problems and optimization opportunities.  

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering 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 Client Services, Sales and Product, you will help proactively drive Client Success outcomes in alignment with Visa’s business agenda. 

The individual will also help drive client adoption of Visa products, including automated tools and capabilities to enhance the client experience, and that drive value for our clients and support Visa’s strategy. This role also requires a solution-oriented thinker who can recommend feasible optimization opportunities to strengthen the overall product and client experience. The individual will be expected to handle escalated support requests, working with other teams inside and outside the Client Services organization 

This role serves as a functional specialist, located in North America, and reporting to the Director of Shared Services, Client Success Manager.  

Shared Services Client Success Management is responsible for providing operational, technical, and post-launch support to Visa Clients using Money Movement products and services, including Visa Direct and B2B Connect, and additional MM products as needed. The team acts as a central hub responsible for helping clients resolve issues and drive improvement opportunities to completion.   

 

Essential Functions

  • Support 3-5 prioritized/named Money Movement clients with subject matter and technical expertise as needed, as well as assist in operational queries that may arise for these clients. 
  • Manage and troubleshoot escalated technical problems, interfacing with Product Development, Product Management, or Operations teams. 
  • Establish relationships with Client Services and other cross-functional teams within Visa to deliver subject matter expertise consultation as needed to optimize client performance. 
  • Foster and sustain trusted partnerships with internal Account Team members by aligning on the forward-looking relationship strategy and optimization opportunities 
  • Educate and inform Clients about ongoing enhancements to Visa services, highlighting how these improvements can benefit their business.  
  • Identify and document operational opportunities for scalability, aiming to enhance client experience, service quality, and efficiency.  
  • Support periodic operational reviews with Clients and Visa stakeholders, incorporating input, comparison and client progress against product metrics 
  • Drive and deliver initiatives to improve client adoption of Money Movement products and use of Visa’s self-service tools. Play an integral role in the Incident Management Process, partnering with Product and Technology teams to drive solutions for emerging or unique problems.  
  • Play an integral role in the Incident Management Process by partnering with Product and Technology teams to drive solutions for emerging or unique problems and be accountable for communicating and managing technical incidents on a rotational basis for Money Movement P1 incidents, including providing updates to executive management, clients, and key stakeholders. 
  • Understand and interpret NPS scores to gauge client satisfaction, solicit and incorporate client feedback to enhance service delivery and address concerns promptly.
  • Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good Client experience and help generate new sales leads as solutions to identified client pain points. 
  • Key Knowledge Domains: 
  • Credit card payments and payment systems 
  • eCommerce industry 
  • Web technologies and systems 
  • REST based APIs 

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 passionate about enhancing client experiences and fostering valuable partnerships? Join Visa as a Consultant, Client Success based in Ashburn and get ready to be the driving force behind our Client Success transformation! In this client-facing role, you will become a Money Movement subject matter expert, helping our clients unlock new capabilities and fully leverage Visa products. Your technical proficiency will equip you to tackle complex problems and spot optimization opportunities, ensuring our clients achieve maximum value from their relationship with Visa. You'll work closely with Account Teams, engaging actively with Client Services, Sales, and Product, to proactively influence client outcomes in line with Visa’s strategic goals. The Consultant role isn't just about providing support; it’s about driving product adoption and educating clients on innovations that enhance their experience. You'll manage escalated support requests, and foster meaningful relationships with various internal teams to deliver top-notch consultation. By identifying opportunities for scalability and efficiency, you’ll play a vital role in improving service quality. Your insights will be essential during operational reviews and incident management processes, helping Visa address challenges promptly and effectively. Plus, staying up-to-date with the latest trends in payment processing will empower you to generate new leads and offer solutions to client pain points. This hybrid position is more than just a job—it's an opportunity to shape the future of client relationships at Visa, where your expertise can truly make a difference!

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, you will be responsible for managing prioritized Money Movement clients, solving escalated technical problems, and establishing strong relationships with Account Team members. Your role will also involve educating clients about product enhancements and identifying operational opportunities to enhance their experience. Furthermore, you'll support the adoption of Visa products and collaborate with cross-functional teams to ensure optimal client performance.

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

To excel as a Consultant, Client Success at Visa, candidates typically require a solid background in payment systems, eCommerce, or related fields. Proficiency in web technologies and REST-based APIs is crucial, along with excellent problem-solving and communication skills. A customer-centric mindset, along with the ability to manage technical incidents and promote product adoption, is essential to thrive in this role.

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How does a Consultant, Client Success contribute to client performance optimization at Visa?

A Consultant, Client Success contributes to client performance optimization at Visa by providing expertise in Money Movement products, managing client inquiries, and identifying opportunities for improvement. By fostering relationships with clients and internal teams, you'll help ensure that clients receive the necessary training and support to fully leverage Visa products, ultimately enhancing their business success.

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What type of support can a Consultant, Client Success provide to Visa clients?

A Consultant, Client Success at Visa provides comprehensive support by managing escalated technical queries, offering operational insights, and guiding clients through product enhancements. This specialist role involves driving initiatives to boost product adoption and addressing client feedback to ensure a positive experience with Visa's Money Movement products.

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What can a candidate expect during the interview process for the Consultant, Client Success role at Visa?

During the interview process for the Consultant, Client Success role at Visa, candidates can expect a mix of technical, behavioral, and situational questions. Interviewers may assess your knowledge of payment processing, your problem-solving skills, and your ability to interact with clients and internal teams effectively. Be prepared to discuss specific experiences that showcase your qualifications for the role.

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Common Interview Questions for Consultant, Client Success
Can you explain your understanding of Money Movement products and their significance?

When asked about Money Movement products, describe how these services enable seamless financial transactions. Discuss the significance of Visa Direct and B2B Connect in today’s payment ecosystem, emphasizing how you help clients leverage these products to enhance their business operations.

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How do you approach troubleshooting technical issues for clients?

When troubleshooting technical issues, I follow a structured approach: first, I diagnose the problem thoroughly by gathering relevant information from the client. Then, I collaborate with product and operational teams to devise solutions, ensuring I keep the client informed throughout the process for transparency and trust.

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How would you handle a situation where a client's needs are mismatched with the Visa products?

In such situations, I would assess the client's specific requirements and offer tailored solutions using our products. If necessary, I’d work with internal teams to explore additional customization options or alternative services that better align with the client's expectations, ensuring a positive outcome.

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What steps would you take to educate a client about new Visa services?

To educate a client about new Visa services, I would prepare a comprehensive presentation outlining the features and benefits of the updates. Additionally, I'd provide real-world examples and case studies to illustrate how these enhancements can positively impact their business, followed by a Q&A session to address any specific concerns.

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Can you describe a success story where you enhanced client satisfaction?

For a success story, I’d share a specific scenario where I identified a gap in client support and facilitated a solution that improved overall satisfaction. I’d explain how this initiative involved collaboration with various teams and how monitoring feedback showed measurable improvements in client engagement and service quality.

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What tools or methods do you use to track client performance and satisfaction?

I utilize various tools and metrics, such as NPS scores and feedback surveys, to gauge client satisfaction. Additionally, I maintain performance dashboards to track usage patterns of Visa products, allowing me to identify areas for improvement and investigate opportunities for further engagement.

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How do you manage a high volume of client inquiries and requests?

Managing a high volume of client inquiries requires efficient prioritization and time management. I segment requests based on urgency and impact, ensuring that critical issues are addressed first. I also leverage ticketing systems to keep track of progress while providing clients with timely updates.

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What role do you think client education plays in product adoption?

Client education is crucial for product adoption as it empowers clients to fully understand the features and benefits of the services. Proper training increases engagement and encourages clients to utilize additional functionalities, leading to improved satisfaction and retention rates.

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How do you stay updated with the latest trends in payment processing?

To stay updated with the latest trends in payment processing, I regularly attend industry webinars, read relevant publications, and participate in professional networks. Engaging with peers and thought leaders helps me remain knowledgeable about the evolving landscape, which I can share with clients.

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Describe how you would contribute to a team project aimed at improving client relationships.

In a team project focused on improving client relationships, I would take an active role in brainstorming sessions, contribute data-driven insights, and facilitate workshops with clients to gather feedback. My goal would be to foster collaborative efforts that lead to actionable strategies for enhancement in client engagement.

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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 4, 2025

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