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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

$90000 / YEARLY (est.)
min
max
$80000K
$100000K

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

If you're looking for an exciting opportunity to join Visa as a Consultant, Client Success in the vibrant city of Atlanta, you're in luck! This role is more than just a job; it's a chance to be a pivotal player in the Client Success transformation at Visa. As a Money Movement subject matter expert, you'll work closely with new clients to help them navigate the complex world of payment solutions, optimizing their performance and promoting product adoption along the way. A successful Consultant will not only resolve technical issues but will also take the lead in driving product adoption, ensuring clients extract maximum value from their relationship with Visa. You'll collaborate with a dynamic team, combining your insights with input from Account Services, Sales, and Product teams to deliver top-notch client outcomes. Your mission will be to educate clients about the latest enhancements in Visa services, fostering trusted partnerships and aligning with them on future strategies. This is a hybrid role, allowing flexibility while you drive initiatives that improve client experience and satisfaction. Plus, you'll dive deep into the exciting realm of payment processing trends and learn more about exciting tools like Visa Direct and B2B Connect. If you're a solution-oriented thinker with a knack for problem-solving, eager to stay on the cutting edge of payment solutions, we'd love to hear from you!

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

As a Consultant, Client Success at Visa, your core responsibilities include providing subject matter expertise on Money Movement products, managing escalated technical issues, and proactively driving client performance optimization. You'll be working closely with clients to ensure they have the support they need, while also collaborating with cross-functional teams to deliver exceptional service and improvements based on client feedback.

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What qualifications do I need to apply for the Consultant, Client Success position at Visa?

To apply for the Consultant, Client Success position at Visa, candidates typically require a background in technical support, client management, or financial services. Key qualifications include strong problem-solving skills, a keen understanding of payment processing technologies, and the ability to build relationships with clients. Familiarity with REST-based APIs and knowledge of eCommerce is highly beneficial.

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How does the Consultant, Client Success role at Visa support client adoption of products?

In the Consultant, Client Success role at Visa, you will play a vital part in promoting product adoption by educating clients about new features and enhancements. By fostering strong partnerships, you'll guide clients through the capabilities of Money Movement products and tools, ensuring they can fully leverage Visa solutions to meet their business needs.

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What skills are essential for success in the Consultant, Client Success role at Visa?

Essential skills for success in the Consultant, Client Success role at Visa include strong analytical and communication skills, technical proficiency in payment systems, and an ability to manage relationships effectively. A solution-oriented mindset and a proactive approach to problem-solving will enable you to tackle client challenges efficiently, ensuring satisfaction and loyalty.

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What does the training process look like for new Consultants, Client Success at Visa?

New Consultants, Client Success at Visa typically undergo a comprehensive training program designed to familiarize them with Visa's products, services, and client management approaches. The training includes an overview of company systems, payment technologies, and operational processes, along with mentorship from experienced team members to ensure new hires are well-equipped to support clients effectively.

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Common Interview Questions for Consultant, Client Success
How do you approach resolving escalated technical issues for clients?

In responding to escalated technical issues, I first gather all relevant information from the client to understand the problem's context. Next, I collaborate with internal teams, such as Product Development or Operations, to formulate a solution. Keeping the client informed and managing expectations throughout the process is crucial, as is following up to ensure their needs are fully met.

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Can you describe a situation where you improved a client's experience with a service?

Absolutely! In my previous role, I identified a recurring issue with a client's use of a specific product. After analyzing the situation, I developed a targeted training session that addressed their concerns and showcased additional features. This enhanced their understanding and usage of the service, leading to improved satisfaction scores and product adoption.

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What strategies do you use to foster strong relationships with clients?

To foster strong relationships with clients, I prioritize regular communication and actively seek their feedback. Understanding their business goals helps me align our support accordingly, ensuring we provide tailored insights. I also make it a point to celebrate their successes, reinforcing a partnership approach.

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How do you stay updated on industry trends and technology changes relevant to this role?

I stay updated on industry trends and technology by regularly reading relevant publications, joining webinars, and participating in professional networks. Engaging with colleagues and industry leaders also provides insights into the latest innovations, which I can leverage to help clients adapt and thrive.

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How would you handle a situation where a client is dissatisfied with the service they received?

In such a situation, I would first listen attentively to the client's concerns to fully understand the issue. Then, I would acknowledge their feelings and assure them that I am committed to resolving the problem. Working collaboratively, I would propose a solution and follow up to ensure the client's satisfaction.

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What metrics do you believe are most important to measure client success?

I believe metrics such as Net Promoter Score (NPS), client retention rates, and product adoption rates are crucial for measuring client success. These metrics provide insights into client satisfaction and engagement, allowing us to identify areas for improvement and validate our impact on the client's business.

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Describe how you would educate a client about new enhancements to a product.

To educate a client about new enhancements, I would schedule a proactive informational meeting or webinar to showcase the updates. I’d provide detailed explanations and examples of how the enhancements can benefit their specific use case. I'd also be available for follow-up discussions and support as they begin to adopt the new features.

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What experience do you have with REST-based APIs and how would you explain them to a client?

I have hands-on experience with REST-based APIs from my previous positions, which included integrating various applications. To explain REST-based APIs to a client, I would describe them as a standardized way for different software systems to communicate with each other, which ultimately helps in automating processes and improving efficiency.

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How do you prioritize your tasks when managing multiple clients?

When managing multiple clients, I prioritize tasks based on urgency and impact. I often utilize project management tools to track deadlines and client needs, ensuring that I allocate time efficiently. Regular check-ins with clients also help me adjust my priorities based on their evolving requirements.

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What qualities do you think are essential for a successful Consultant in Client Success?

Key qualities for a successful Consultant in Client Success include empathy, adaptability, strong analytical skills, and deep technical knowledge. Being able to understand a client's unique challenges and provide tailored solutions while effectively communicating across teams is critical for driving successful outcomes.

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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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