Client Success Manager

2 Weeks ago • All levels

Job Summary

Job Description

As a Client Success Manager, you will partner with Account Executives to lead operational activities for a portfolio of clients, providing advanced technical consultation. You will be the central point of contact for clients and Sales Account Owners, fostering strong relationships with key executives. Your responsibilities include creating and executing Client Success Plans, ensuring client goals are met, and providing operational support. You will also advise clients on Visa Rules, mandates, and upcoming changes through training and manage escalations. The role involves driving initiatives, introducing best practices, and optimizing client processing, requiring strong analytical and communication skills. This is a hybrid position, and the specific office days will be confirmed by your hiring manager.
Must have:
  • Experience in customer support within software/financial services.
  • Knowledge of payment systems and services, preferably Visa.
  • Experience in client relationship management and business goals.
  • Knowledge of digital payment operations, preferably Visa.
Good to have:
  • Issuing and Acquiring knowledge and functional experience in digital payment operations, preferably Visa, supporting highly complex clients and services.
  • Working knowledge of Visa systems including authorization & clearing systems, network tokens, client connectivity, Visa Settlement Services.
  • Strong technical aptitude with the ability to absorb technical information and apply it to business solutions.
  • Outstanding analytical aptitude and demonstrated track record of working with data to develop business-oriented solutions and to provide sound business analysis.
  • Customer and business focus with proven ability to establish productive
  • working relationships with team and management at all levels.
  • Ability to set priorities and manage customer expectations, and work both as part of a team and independently.
  • Excellent time management, project management, organization, and planning skills.
  • Strong verbal, written, presentation and interpersonal skills are required.

Job Details

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

In this role, you are expected to:

  • Partner with Account Executives to lead operational activities with the assigned portfolio of clients providing an advanced level of technical consultation on systems and services.
  • Own the holistic pre-and post-sale operational relationship including implementation for the assigned portfolio of clients, acting as a key ambassador of all Client Services teams by providing the central voice of Client Services to the Clients and Sales Account Owners.
  • Foster and sustain a trusted client partner status with key client executives and stakeholders by proactively executing against forward looking Client Success Plans which tracks a client’s adoption, usage and health index for Visa products purchased.
  • Ensure that Client operational goals and success metrics for their overall Visa product landscape are strongly understood. With intended outcomes met and client readiness activities for upcoming mandates and projects tracked and measured in Client Success Plans.
  • Function as an advisor for the assigned portfolio of assigned Clients through showcasing outstanding operational excellence by driving complex and cross-functional initiatives in support of the key Client goals, incorporating automated solutions to achieve efficiency and productivity operational improvements.
  • Measure and track additional client specific outcomes, based on major client pain points and strategic objectives, leveraging Visa products and services to help support the client achieve these.
  • Provide a perspective and comprehensive communication of new Visa Rules, essential mandates, Visa Business Enhancement Releases, and upcoming changes to ensure Client readiness and service compliance through delivering outstanding Client educational training.
  • Provide proactive planning and operational support to ensure that both the client and Visa are operating in the most effective and cost-efficient manner while managing costs and increasing overall transaction performance. This may include authorization, clearing & settlement, back-office processing.
  • Lead periodic operational reviews with clients and Visa stakeholders.
  • Represent complex customer change requests, system, or operational requirements, negotiate, and manage expectations.
  • Focus on improvement of performance, cost effectiveness & compliance, introducing operational best practices and client processing optimisation.
  • Act, on an ad-hoc and as needed basis, as the central escalation point for managing client escalations concerning significant incidents and to support major crisis responses by maintaining ongoing interaction with clients to meet their specific needs throughout.

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

Qualifications

Basic Qualifications

  • We are looking to hire candidates who have already accumulated a variety of experience, you will be curious about the payments industry, results-driven and client-centric.

Preferred Qualifications

  • A bachelor’s degree or equivalent qualification with 8+ years of experience in a customer support role in software, financial or information services, or with at least 2-3 years knowledge on payment systems services.
  • Demonstrated success in client relationship management and the ability to build measurable actions plans to help clients achieve their business goals and realize value from their products and solutions.
  • Issuing and Acquiring knowledge and functional experience in digital payment operations, preferably Visa, supporting highly complex clients and services.
  • Working knowledge of Visa systems including authorization & clearing systems, network tokens, client connectivity, Visa Settlement Services.
  • Strong technical aptitude with the ability to absorb technical information and apply it to business solutions.
  • Self-motivated with the ability to work under pressure with a diplomatic approach and customer service focus, while possessing a collaborative teamwork spirit and proven abilities in organizational, conceptual, and logical problem solving.
  • Strong ability to articulate complex technical terms or processes into business language.
  • Outstanding analytical aptitude and demonstrated track record of working with data to develop business-oriented solutions and to provide sound business analysis.
  • Customer and business focus with proven ability to establish productive
  • working relationships with team and management at all levels.
  • Ability to set priorities and manage customer expectations, and work both as part of a team and independently.
  • Excellent time management, project management, organization, and planning skills.
  • Strong verbal, written, presentation and interpersonal skills are required.

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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About The Company

At Visa, we are driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. As our products and technology have evolved with the world, Visa remains ubiquitous, reaching new customers in new and often invisible ways. We are at the center of this digital revolution with a network that connects people with over 80 million businesses all over the world. And Visa’s network is expanding, accelerating our growth.

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