Senior Consultant, Client Success

Visa
Texas
Workplace: HybridFull timeUSD 134,800 - 216,100 annuallyFunction: Consulting & AdvisoryExperience: 8+ yearsSkills: ["Communication","Stakeholder management","Influence","Organizational skills","Analytical thinking"]

Manage strategic relationships with Tier 1 and Tier 2 banking clients as an individual contributor, helping them realize long-term value from the Pismo platform. Drive product adoption, operational excellence, and client outcomes through success plans, account rhythms, and executive engagement. Coordinate across Product, Technology, Sales, Implementation, Operations, and Support to resolve needs and escalations, while serving as the voice of the client and monitoring client health and risk.

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Visa
Visa
1 month ago

Senior Consultant, Client Success

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Job Summary

Manage strategic relationships with Tier 1 and Tier 2 banking clients as an individual contributor, helping them realize long-term value from the Pismo platform. Drive product adoption, operational excellence, and client outcomes through success plans, account rhythms, and executive engagement. Coordinate across Product, Technology, Sales, Implementation, Operations, and Support to resolve needs and escalations, while serving as the voice of the client and monitoring client health and risk.
Location: Texas
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Own day-to-day and strategic client success relationships for Tier 1 and Tier 2 banking clients, building partnerships across business, operations, and technical stakeholders.
  • •Drive client outcomes and product adoption by partnering on goals and ensuring measurable value realization from the platform.
  • •Create and maintain client success plans, account rhythms, and engagement strategies aligned to client priorities and business objectives.
  • •Coordinate cross-functional execution with Product, Technology, Sales, Implementation, Operations, and Support to resolve needs, manage escalations, and deliver seamless client experience.
  • •Serve as voice of the client by capturing feedback, identifying recurring themes, influencing internal priorities, and monitoring client health and risk to proactively mitigate issues.
Travel: Low travel

Pay and Benefits

Salary: USD 134,800 - 216,100 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveWellness Stipend

Key Requirements

  • •8+ years of relevant work experience with a Bachelor’s degree, or 5+ years with an advanced degree (e.g., Masters, MBA, JD, MD), or 2 years with a PhD.
  • •8+ years of client success, account management, relationship management, consulting, or related experience within SaaS, fintech, payments, banking, or technology.
  • •Demonstrated experience managing complex enterprise clients, preferably large banks, financial institutions, or other highly regulated organizations.
  • •Proven ability to lead through influence, coordinate stakeholders across matrixed teams, and drive outcomes without direct people management responsibility.
  • •Comfort discussing platform capabilities, integrations, APIs, operational processes, and performance topics with clients and internal teams.
Experience:8+ yearsFintechSaaSPaymentsBanking
Skills:CommunicationStakeholder managementInfluenceOrganizational skillsAnalytical thinking
Tech Stack:PismoAPIIntegrationsPerformance topicsChatGPTMicrosoft Copilot

Company Brief

Visa
Global payments technology company that operates the VisaNet electronic payments network, facilitating credit, debit and digital transactions between consumers, merchants, financial institutions and governments worldwide.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1958
Glassdoor
Glassdoor: 3.8
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