Consultant, Client Success
7 days ago
The Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services operational relationship for applicable clients and providing operational support and assistance in growing clients’ business. The Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption.
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 functional specialist, located in the EU – Ireland and reporting to the Head of Client Services UK and I.
Responsibilities include:
- Support and or 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 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.
- Participate in the design and delivery of initiatives to improve client adoption of products and use of Visa’s self-tools.
- Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good 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.
- Support development of 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.
- Support and or 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.
- Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
- When based in Market – Consultant CSMs are expected to play the role of the overall Client Services main point of contact for colleagues and clients in that market. Their job is to ‘help’ them navigate to the ‘right’ teams within CS at Visa, and in some cases join meetings needed by market colleagues from a CS perspective as a ‘supporting’ role and bring requirements back to people within the overall CS ecosystem. This can sometimes mean engaging in escalations, RFPs for clients the CSM is not assigned to.
- Delivering Operational Resilience Support - to disseminate approved Corporate Communications’ messages to clients and maintain ongoing interaction with clients to meet their specific needs throughout a crisis event, coordinating and escalating queries where appropriate (as per agreed Crisis Management Plan).
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.
Qualifications
• Analytical skills to prepare and summarize 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 using standard Microsoft Office tools (e.g., Excel, PowerPoint, Word)
• Experience representing technical and or business issues and solutions to influence audiences at multiple levels of an organization
• Knowledge of the payment industry (i.e., trends, threats, competitors, regulatory environments)
• Certifications or qualifications in Client or Customer Success, project management or related areas of practice and expertise.
• Experience in project planning and project management capability and experience is an added advantage.
• Basic to intermediate proficiency in the following skills:
o Building client relationships - Build credibility and create trust-based relations, partner with clients to build their business
o Becoming customer centric - Listen to and prioritize customer needs to drive value realization and build trusted partnerships
o Success planning - Build measurable actions plans to help clients achieve their business goals and realize value from their products solutions
o Client engagement - Communicate clearly and effectively with clients
o Proactiveness - Think ahead and take action
o Critical thinking - Take ownership over problems and find creative solutions to complex problems
Additional Information
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.
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