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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 ready to make a real impact in the world of payment solutions? As a Consultant, Client Success at Visa in Atlanta, you’ll take on a pivotal role in enhancing client experiences and optimizing the value they derive from Visa’s Money Movement products. This position is perfect for someone with a knack for problem-solving and a solid technical background. You’ll be the go-to expert for our Money Movement clients, helping them adopt new tools, troubleshoot complex issues, and ensure a seamless experience with our services. You’ll work closely with a dynamic team that includes Account Services, Sales, and Product Development to build lasting partnerships and drive client success. By proactively identifying optimization opportunities, you’ll help our clients realize the utmost benefits from our products, from Visa Direct to B2B Connect. In addition to being client-facing, this role is integral to the operational backbone of our services, managing escalated technical issues and collaborating with various teams to deliver effective solutions. If you thrive in a hybrid role that offers flexibility and the chance to stay ahead of industry trends in payments and eCommerce, coming on board as a Consultant, Client Success at Visa could be the rewarding next step in your career journey. Your insights and expertise will help shape the future of client engagement within our organization. Plus, you’ll be at the forefront of keeping our offerings aligned with emerging trends and client needs, all while fostering a customer-centric culture that makes Visa a leader in the payments industry.

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

As a Consultant, Client Success at Visa, your primary responsibilities include supporting named Money Movement clients, managing escalated technical issues, interfacing with cross-functional teams to optimize client performance, and driving product adoption. You'll also need to identify operational opportunities for scalability, educate clients on enhancements to Visa services, and foster trusted partnerships with internal teams.

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

To qualify for the Consultant, Client Success position at Visa, candidates typically need a solid understanding of payment processing, eCommerce, and web technologies, along with proficiency in REST APIs. Previous experience in client success or technical support would be beneficial, alongside strong problem-solving skills and the ability to collaborate effectively with cross-functional teams.

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How does the Consultant, Client Success role impact Visa clients?

The Consultant, Client Success at Visa significantly impacts clients by ensuring they maximize their use of Visa Money Movement products. By addressing technical challenges and promoting product adoption, you play a crucial role in enhancing client satisfaction and achieving their business objectives through Visa’s solutions.

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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 technical proficiency, exceptional communication abilities, analytical thinking to identify optimization opportunities, and relationship-building skills. A solution-oriented mindset to address client needs effectively and knowledge of payment systems is also critical to success.

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Can you describe the working environment for the Consultant, Client Success at Visa?

The working environment for a Consultant, Client Success at Visa is hybrid, allowing for a mix of office work and remote flexibility. You'll collaborate closely with supportive teams while enjoying a culture that encourages innovation, continuous learning, and a customer-centric approach.

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Common Interview Questions for Consultant, Client Success
Can you explain how you would handle an escalated technical issue for a client?

When handling escalated technical issues, I prioritize understanding the problem's specifics by gathering details from the client. I would then liaise with relevant technical teams to troubleshoot effectively and maintain clear communication with the client throughout the process, providing updates and managing expectations until resolution.

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What strategies would you use to foster relationships with clients?

To foster relationships with clients, I focus on active listening to understand their needs and pain points. Regular check-ins, being proactive in offering solutions, and providing insights about Visa’s enhancements help build trust and show clients that their success is a priority.

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How do you prioritize competing tasks in a fast-paced role?

In a fast-paced role, I prioritize tasks based on urgency and impact. I maintain a list of tasks, using project management tools to schedule deadlines effectively. By managing time well and being adaptable, I can respond quickly to client needs while still focusing on long-term goals.

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What methods do you use to educate clients about new Visa products?

I utilize various methods to educate clients about new Visa products, including scheduled webinars, one-on-one training sessions, and detailed documentation. I also promote hands-on experiences to show how new features can directly benefit their operations and increase efficiency.

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Describe a time you turned a negative client experience into a positive one.

In a past role, a client expressed frustration over a service issue. I listened actively to their concerns, arranged a meeting to discuss their needs, and worked with my team to implement a tailored solution. I followed up regularly during the process and ensured their feedback was incorporated, leading to increased satisfaction and a stronger relationship.

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

I stay updated on payment industry trends by subscribing to industry-related newsletters, participating in webinars, and engaging with professional networks. Attending conferences and taking relevant courses also helps me stay informed about the evolution of payment technologies and client expectations.

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What role does client feedback play in your work?

Client feedback is crucial in my work as it informs me about their experiences and areas needing improvement. I actively solicit feedback through surveys and informal check-ins, incorporating their insights to refine our approach and enhance our service delivery.

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How would you approach working with cross-functional teams?

I would approach working with cross-functional teams by fostering open communication and collaboration. I believe in setting clear goals, seeking input from various perspectives, and ensuring everyone is aligned on client needs and outcomes for successful delivery.

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What are your strategies for driving product adoption among clients?

To drive product adoption among clients, I focus on demonstrating the tangible benefits of the products. I highlight case studies, conduct training sessions, and offer continuous support for transitioning to new tools, ensuring that clients understand how our offerings can enhance their business operations.

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How would you assess the success of a client onboarding process?

I assess the success of a client onboarding process through metrics such as the time taken to onboard, client satisfaction feedback, and the frequency of engagement with our products post-onboarding. Regular follow-ups and progress reviews also allow me to gauge whether clients are utilizing the features 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 3, 2025

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