Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
 Sr. Consultant, Client Success image - Rise Careers
Job details

Sr. Consultant, Client Success - job 0 of 50

The Sr. Consultant, Client Success Manager (CSM) is an individual contributor responsible for owning the holistic post-sale Client Services relationship for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption. The CSM, in partnership with the Account Executive team, also identifies Visa products and solutions that can help address client operational challenges. The role requires solid foundational knowledge of payments processing, high level of professionalism, leadership and interpersonal skills to manage relationships with a variety of internal and client stakeholders.

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 Fintech segment generalist, located in insert North America, reporting to the Director of the Strategic Fintech Client Services team.

Responsibilities include:

  • Oversee the client implementations of new Visa products 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 trusted 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.
  • Drive and deliver initiatives to improve client adoption of products and use of Visa’s self-service tools.
  • Stay current with the latest local market trends, payment processing trends, Visa solutions and technologies to provide a great 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.
  • Develop 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.
  • Lead periodic operational reviews with clients and Visa stakeholders.
  • Act as the escalation point for managing significant issues and major incident/crisis responses.
  • Showcase operational excellence by supporting cross-functional initiatives to improve the Client experience, incorporating automated solutions to drive efficiency and productivity.
  • Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
  • As applicable, coordinate with global, regional and or in-market Client Success team members to maintain a continuous 360-degree view of the Client and deliver a consistent operational relationship experience.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Average salary estimate

$105000 / YEARLY (est.)
min
max
$90000K
$120000K

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 Sr. Consultant, Client Success, Visa

Join Visa as a Sr. Consultant, Client Success in beautiful Ashburn, where you will take the lead in nurturing post-sale relationships with our valued clients. In this exciting role, you’ll be the trusted advocate for your client portfolio, empowering them to enhance their businesses by leveraging Visa's innovative payment solutions. Your mission? To drive product adoption, facilitate geographic expansion, and provide tailored operational solutions that meet the unique challenges each client faces. You’ll collaborate closely with the Account Executive team to identify and implement Visa products that best align with client needs. With your strong foundation in payment processing and exceptional interpersonal skills, you’ll be able to foster strategies that not only optimize client performance but also enrich their overall experience with us. You will oversee the implementation of new Visa products, ensuring clients achieve swift time-to-value and a clear understanding of their operational success metrics. By staying informed about market trends and utilizing self-service tools, you will actively promote client engagement and education. Plus, you’ll establish solid connections with both Client Services and cross-functional teams to tackle complex client issues head-on. Your role will also involve developing training materials and leading operational reviews to guarantee client readiness. As a central figure in Visa's Client Success transformation journey, you're set to make a profound impact, transforming client engagements into success stories. If you're ready to take on this amazing opportunity, we would love to see how you can contribute to our vision and client success initiatives!

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

As a Sr. Consultant, Client Success at Visa, you will be responsible for overseeing client relationships post-sale, ensuring smooth implementation of Visa products, and driving client adoption. You’ll coordinate between key Visa teams and clients to expedite readiness activities, establish client success metrics, and promote operational excellence. Your role also includes developing educational materials, managing escalations, and implementing strategies that optimize overall client performance.

Join Rise to see the full answer
What qualifications are needed for the Sr. Consultant, Client Success position at Visa?

To be successful in the Sr. Consultant, Client Success role at Visa, candidates should possess solid foundational knowledge of payment processing, strong leadership and interpersonal skills, and experience in managing client relationships. A background in consultancy or client success roles, along with a proactive mindset and the ability to navigate complex client needs, is essential.

Join Rise to see the full answer
How does the Sr. Consultant, Client Success role contribute to Visa’s overall goals?

The Sr. Consultant, Client Success plays a vital role in helping Visa achieve its business objectives by maximizing client adoption of products, enhancing customer relationships, and identifying opportunities for growth. By collaborating with cross-functional teams, this position ensures that clients derive maximum value from Visa’s services, aligning closely with Visa's strategic initiatives.

Join Rise to see the full answer
What skills are essential for success in the Sr. Consultant, Client Success role at Visa?

Essential skills for the Sr. Consultant, Client Success position at Visa include strong analytical abilities to monitor client performance, exceptional communication skills to handle client education and issues, and a deep understanding of payment solutions. Adaptability and a proactive approach to problem-solving are also key skills that will help you thrive in this dynamic role.

Join Rise to see the full answer
What does the day-to-day work of a Sr. Consultant, Client Success at Visa look like?

A typical day for a Sr. Consultant, Client Success at Visa involves working closely with clients to oversee the implementation of Visa products, conducting operational reviews, and collaborating with cross-functional teams. You'll prioritize tasks to improve product adoption, engage in training sessions, and respond to client inquiries, ensuring an exceptional client experience.

Join Rise to see the full answer
Common Interview Questions for Sr. Consultant, Client Success
How do you prioritize client needs as a Sr. Consultant, Client Success?

To effectively prioritize client needs as a Sr. Consultant, it's essential to first establish open communication channels with clients to understand their unique challenges. By using a structured approach, such as a Client Success Plan, I prioritize based on urgency and impact. I also utilize metrics to track performance and ensure that critical issues are addressed swiftly.

Join Rise to see the full answer
What strategies would you use to enhance product adoption among clients?

Enhancing product adoption requires a multifaceted approach. I would focus on client education through personalized training sessions, demonstrate value using case studies, and leverage self-service tools to promote user engagement. Regular follow-ups and feedback loops are also crucial to ensure clients are comfortable and confident in using Visa products.

Join Rise to see the full answer
How do you handle escalations from clients in a consultant role?

Handling escalations effectively involves staying calm, listening to the client's concerns attentively and empathically, and assuring them of a prompt resolution. I would gather all pertinent information before mobilizing the right internal team to address their issue, then transparently communicate progress to the client until their concerns are resolved.

Join Rise to see the full answer
Can you provide an example of how you identified a solution for a client’s operational challenge?

In a previous role, I worked with a client experiencing delays in transaction processing. By analyzing their workflow and identifying bottlenecks, I proposed an integration of Visa's automated solutions to streamline operations. This not only improved their processing time significantly but also enhanced their overall service efficiency, leading to higher client satisfaction.

Join Rise to see the full answer
What role does data play in the Client Success management process?

Data is crucial in the Client Success management process as it helps in monitoring client health and performance metrics. Analyzing usage trends and client feedback allows me to personalize solutions, proactively address potential issues, and strategize initiatives to improve adoption and satisfaction rates.

Join Rise to see the full answer
How would you approach building relationships with key stakeholders?

Building relationships with key stakeholders requires genuine engagement and consistent communication. I would invest time in understanding their objectives, provide insights into how Visa's solutions can meet their needs, and maintain regular touchpoints to foster trust and collaboration that can lead to mutual success.

Join Rise to see the full answer
Describe your experience with developing training materials for clients.

I have substantial experience in developing training materials tailored for client needs. I focus on creating interactive content that addresses key product features and benefits. Utilizing various formats such as webinars, videos, and guides ensures that clients have easy access to the training they need to fully utilize Visa products.

Join Rise to see the full answer
How do you stay current with market trends relevant to your role?

Staying current with market trends involves a mix of continuous learning and networking. I regularly follow industry publications, attend webinars and conferences, and participate in professional groups. This allows me to gather insights on emerging technologies and shifts in payment processing, which I can then share with clients to enhance their experience.

Join Rise to see the full answer
What do you find most rewarding about being a Sr. Consultant, Client Success?

The most rewarding aspect of being a Sr. Consultant, Client Success is seeing firsthand the transformative impact Visa solutions can have on our clients' businesses. When I witness a client reach their operational goals and achieve significant improvements through our collaboration, it reinforces my passion for helping them realize their full potential.

Join Rise to see the full answer
How do you measure the success of your Client Success initiatives?

Measuring success in my Client Success initiatives involves analyzing client satisfaction scores, tracking product adoption rates, and evaluating performance metrics over time. I also seek qualitative feedback from clients during reviews, which provides valuable insights into their experience and identifies further opportunities for improvement.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User

Seeking a Solutions Manager for Visa Direct to design and implement innovative payment solutions, boosting growth and client satisfaction.

Photo of the Rise User

Step into a vital leadership role at Visa as the Vice President of Global Corporate Affairs Communications, where you will enhance the company's reputation on a global scale.

Photo of the Rise User
Posted 14 hours ago

Join Mark43 as a Public Safety Consultant to enhance public safety operations with cutting-edge software solutions.

Photo of the Rise User
Inclusive & Diverse
Collaboration over Competition
Fast-Paced
Growth & Learning
Empathetic

Join Deel as a Team Lead for Professional Services, where you'll oversee implementation teams driving global payroll solutions.

Photo of the Rise User
Posted 3 days ago

Elevate your career with Visa as a Sr. Consultant, focusing on transforming Client Success through operational excellence.

Photo of the Rise User
Posted 4 hours ago

Join the Economic Recovery Corps Fellowship to contribute meaningfully to economic development and sustainability in Los Angeles County.

Photo of the Rise User
Posted 9 days ago

Exciting opportunity for Project Managers with NEC experience to drive Defence infrastructure projects at Turner & Townsend in a hybrid work environment.

Photo of the Rise User
Ramboll Remote 1760 Market St, Philadelphia, PA 19103, USA
Posted 4 days ago

Contribute to sustainable change as a Senior Lead Consultant in Ramboll's M&A Environmental Due Diligence Practice.

Photo of the Rise User
Posted 13 days ago

Join RippleMatch as a Business Process Analyst Intern and contribute to optimizing business processes for top employers.

Photo of the Rise User
Posted 6 days ago

JAGGAER is looking for a Value Consultant to lead customer engagement and present compelling business cases to senior executives.

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...

11438 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 9, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Columbus just viewed Customer Support Specialist (Temp) at Carnegie Learning
Photo of the Rise User
Someone from OH, Tiffin just viewed Game Operations Specialist at Genius Sports
u
Someone from OH, Loveland just viewed Customer Service Agent - Part Time at uhaul
Photo of the Rise User
Someone from OH, Cleveland just viewed HR Manager at Shearer's Foods
Photo of the Rise User
Someone from OH, Columbus just viewed Mid Level, System Administrator - (ETS) at Delivery Hero
Photo of the Rise User
Someone from OH, Mason just viewed Inside Sales Co-Op at VEGA Americas
Photo of the Rise User
Someone from OH, Sandusky just viewed Director of IT at Kyo
Photo of the Rise User
Someone from OH, Delaware just viewed Practice Group Manager at LifeStance Health
Photo of the Rise User
14 people applied to Apparel merchandiser at DICE
Photo of the Rise User
Someone from OH, Avon Lake just viewed Advancement Specialist at Sierra Club
Photo of the Rise User
Someone from OH, Sidney just viewed Database Engineer Principal at Sagent
Photo of the Rise User
Someone from OH, North Canton just viewed Manager, Customer Success at impact.com
Photo of the Rise User
Someone from OH, Columbus just viewed Customer Experience Representative at MYOB
Photo of the Rise User
Someone from OH, Lakewood just viewed Production Scheduling Supervisor at Shearer's Foods
Photo of the Rise User
9 people applied to Scrum Master at Vendavo
Photo of the Rise User
Someone from OH, Hilliard just viewed General Manager at Super Soccer Stars
Photo of the Rise User
Someone from OH, West Chester just viewed Independent Living Ambassador at Otterbein SeniorLife