- Location
- Remote, USA - Illinois, United States of America
- Workplace
- Hybrid, Remote
- Type
- Full-time
- Seniority
- Senior
- Experience
- 5+ years
- Education
- PhD
- Source
- Workday
Description
About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Job Description
We are seeking an experienced and client-focused Senior Consultant, Client Success Manager to manage strategic relationships with large banking clients, including Tier 1 and Tier 2 financial institutions. Based in Austin, US, this individual contributor role will be responsible for helping clients realize long-term value from Pismo’s platform, driving product adoption, supporting operational excellence, and serving as a trusted advisor across the client lifecycle. The ideal candidate has strong experience in client success, account management, or financial technology, with the ability to engage senior client stakeholders, coordinate cross-functional teams, and translate client needs into actionable outcomes.
Key Responsibilities:
- Manage Strategic Banking Relationships: Own the day-to-day and strategic client success relationship for Tier 1 and Tier 2 banking clients, building trusted partnerships with business, operational, and technical stakeholders.
- Drive Client Outcomes & Product Adoption: Partner with clients to understand their goals, promote adoption of Pismo solutions, and ensure they realize measurable value from the platform.
- Develop Client Success Plans: Create and maintain success plans, account rhythms, and engagement strategies that align client priorities with Pismo capabilities and business objectives.
- Coordinate Cross-Functional Execution: Work closely with Product, Technology, Sales, Implementation, Operations, and Support teams to resolve client needs, manage escalations, and deliver a seamless client experience.
- Serve as the Voice of the Client: Capture client feedback, identify recurring themes, and influence internal priorities to improve products, processes, and service delivery.
- Monitor Client Health & Risk: Use data, client feedback, and operational indicators to assess client health, anticipate risks, and proactively drive mitigation plans.
- Support Executive Engagement: Prepare and participate in senior-level client discussions, business reviews, and strategic planning conversations with large banking clients.
- Enable Growth and Expansion: Partner with Sales and Account teams to identify opportunities for deeper adoption, new capabilities, geographic expansion, or additional use cases.
- All roles require digital fluency, including the ability to work with emerging technologies such as Generative AI tools (e.g. ChatGPT, Microsoft Copilot) to support everyday work.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Visa requires at least 3 days in office, expectations of these days 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
- 8 or more years of relevant Client Success Experience: experience in client success, account management, relationship management, consulting, or related roles within SaaS, fintech, payments, banking, or technology sectors with a Bachelor’s 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
- Banking Client Expertise: Demonstrated experience managing complex enterprise clients, preferably large banks, financial institutions, or other highly regulated organizations.
- Individual Contributor Leadership: Proven ability to lead through influence, drive outcomes without direct people management responsibility, and coordinate stakeholders across matrixed teams.
- Relationship Management: Strong executive presence and ability to build trusted relationships with senior client stakeholders, operational teams, and technical counterparts.
- Strategic & Analytical Skills: Ability to use data, client insights, and business context to assess client health, prioritize actions, and recommend solutions.
- Technical Acumen: Comfortable discussing platform capabilities, integrations, APIs, operational processes, and performance topics with clients and internal teams.
- Communication & Influence: Excellent written and verbal communication skills, with the ability to simplify complex topics and influence both client and internal stakeholders.
- Execution & Ownership: Highly organized and accountable, with the ability to manage multiple priorities, escalations, and client initiatives in a fast-paced environment.
- Location: Based in Austin, US, with ability to collaborate effectively with local, regional, and global teams.
- Travel: Willingness to travel for client meetings, business reviews as needed.
- Experience in building credibility and creating trust-based relations; partnering with clients to build their business.
- Experience in listening to and prioritizing customer needs to drive value realization and build trusted partnerships.
- Experience in building measurable action plans to help clients achieve their business goals and realize value from their products/solutions.
- Experience in communicating clearly and effectively with clients.
- Experience in thinking ahead and taking action.
- Experience in taking ownership over problems and finding creative solutions to complex problems.
U.S. Applicants Only
The estimated salary range for this position is $134.800,00 to $ 216.100,00 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.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 protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.