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Sr. Consultant, Client Success - job 2 of 5

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 Sr. Consultant, Client Success 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 role requires a 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.

Responsibilities include:

  • 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 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, on an ad-hoc and as needed basis for applicable clients, 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.

 

Qualifications

Basic Qualifications
-8 or more years of relevant work experience with a Bachelor Degree or at least
5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or
2 years of work experience with a PhD

Preferred Qualifications
-9 or more years of relevant work experience with a Bachelor Degree or 7 or
more relevant years of experience with an Advanced Degree (e.g. Masters,
MBA, JD, MD) or 3 or more years of experience with a PhD
-Analytical skills to extract and synthesize relevant 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 representing technical and/or business issues and solutions to
influence audiences at multiple levels of an organization, including executives,
in support of strategic business plans
-In-depth 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.
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 142,200.00 to 206,350.00 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

$174275 / YEARLY (est.)
min
max
$142200K
$206350K

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

Are you ready to elevate your career? Visa, the global leader in payments and technology, is seeking a passionate Senior Consultant, Client Success to join our team in Foster City, CA. In this exciting role, you’ll be the trusted advocate for our clients, ensuring they maximize the benefits of Visa’s innovative products and services. The Senior Consultant is more than just a title; it’s about being the heartbeat of our client relationships. You’ll work closely with clients to implement new products, promote product adoption, and support their overall operational goals. Your ability to communicate effectively and establish long-term relationships with stakeholders will be key to your success. As a proactive driving force in our Client Success transformation, you’ll collaborate with various teams, addressing challenges and turning them into opportunities. By monitoring client health and liaising with specialization teams, you’ll help our clients optimize their performance and achieve their business goals. Moreover, you will be instrumental in creating educational materials and leading training sessions to empower clients, ensuring they are informed and compliant with Visa's offerings and policies. With a vibrant company culture and a mission to uplift everyone everywhere, Visa invites you to bring your expertise and passion to the forefront of the payments industry, making a real impact every day.

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

The Senior Consultant, Client Success at Visa is responsible for maintaining relationships with assigned clients to ensure they maximize their use of Visa products. This includes overseeing the implementation of new products, developing success plans tailored to client needs, facilitating training sessions, and driving product adoption. Your role is crucial in ensuring clients achieve their operational goals and navigate any issues efficiently, fostering a partnership that supports their success.

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

To qualify as a Senior Consultant, Client Success at Visa, candidates typically need at least 8 years of relevant experience, alongside a Bachelor Degree. Preferred candidates often have over 9 years’ experience or an advanced degree, such as an MBA. Strong analytical skills, technical communication ability, and a solid understanding of the payment industry are essential. Experience in Customer Success or project management is a plus.

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How does a Senior Consultant, Client Success contribute to Visa's business goals?

As a Senior Consultant, Client Success at Visa, you play a significant role in aligning client goals with Visa's business objectives. You will lead initiatives that improve client product adoption, facilitate proactive communication, and develop strategies that offer tangible results for both Visa and its clients. Your work directly helps clients realize value from their investments in Visa, which in turn drives Visa's overall success.

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

Key skills for succeeding as a Senior Consultant, Client Success at Visa include exceptional relationship management, strong communication abilities, critical thinking, and the capacity to prioritize and multi-task effectively. Additionally, being able to engage clients proactively, understand their needs, and develop actionable plans to address those needs is vital for driving success outcomes.

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What is the work environment like for a Senior Consultant, Client Success at Visa?

The work environment for a Senior Consultant, Client Success at Visa is collaborative and dynamic, characterized by teamwork across functions and locations. As this position is hybrid, you'll have flexibility with office hours while still being part of a community dedicated to client success. You will interface with diverse teams and clients, making each day engaging and impactful.

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Common Interview Questions for Sr. Consultant, Client Success
Can you explain your approach to managing client relationships?

When managing client relationships, I focus on building trust and understanding client needs. I believe in proactive communication, regularly checking in to ensure they are satisfied and addressing any concerns that arise promptly. My goal is to act as a strategic partner, aligning their needs with solutions that Visa offers to enhance their business.

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How do you prioritize tasks when managing multiple clients?

To prioritize tasks effectively, I assess the urgency and impact of each client's needs. I use a systematic approach to categorize tasks, employing project management tools to track deadlines, ensuring that critical issues are addressed while maintaining momentum on longer-term projects. I also communicate with clients to manage their expectations throughout the process.

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Describe a challenging situation with a client and how you resolved it.

In one instance, a key client was facing delays during product implementation, leading to frustration. I took the initiative to schedule a meeting, listened to their concerns, and coordinated with our internal teams to expedite the process. By providing a transparent timeline and regular updates, I helped regain their trust and successfully completed the implementation.

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What strategies do you use to drive product adoption?

To drive product adoption, I use a combination of client education, tailored training sessions, and success planning. I ensure clients understand the value and capabilities of the products available to them, using real-life examples to demonstrate how those products can solve their specific pain points. Regular follow-ups and check-ins also help reinforce usage.

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How do you stay updated on industry trends and Visa's offerings?

I stay updated on industry trends and Visa’s offerings by regularly engaging with industry publications, attending webinars, and participating in professional networks. I also collaborate closely with internal teams to ensure I’m aware of the latest developments, which allows me to provide well-informed insights to clients.

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What is your experience with presenting to stakeholders?

Presenting to stakeholders is a frequent responsibility in my previous roles. I find it essential to tailor my presentations to the audience's level of understanding, focusing on key takeaways that align with their interests and concerns. I also encourage dialogue and questions to foster a collaborative atmosphere and address specific stakeholder needs.

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How do you measure success in your client relationships?

I measure success in client relationships through a combination of KPIs, such as client satisfaction scores and renewal rates, as well as qualitative feedback. Regular discussions about goal achievements and product utilization help ensure clients feel they are gaining value, which is the ultimate measure of our partnership's success.

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Can you describe your experience with conflict resolution?

In my experience, conflict resolution begins with empathetic listening to fully understand the client's perspective. I aim to address issues calmly and analytically, providing solutions that align with both the client’s needs and Visa’s capabilities. Open communication and transparency are key elements that I apply to de-escalate conflicts effectively.

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What tools do you prefer to use for client management?

I prefer using CRM tools like Salesforce for managing client information and tracking interactions. Additionally, project management software helps me stay organized on tasks and deliverables. I also leverage communication tools such as Slack and Zoom for quick interactions and deeper discussions when needed, ensuring seamless collaboration.

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What motivates you to work in client success?

What motivates me to work in client success is the opportunity to make a tangible impact on clients’ business outcomes. I find great satisfaction in empowering clients to achieve their goals and seeing the success of the solutions we provide. The dynamic nature of this role, combined with the satisfaction of nurturing long-lasting partnerships, truly inspires me.

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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
March 7, 2025

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