Consultant, Client Success
Visa
In this role you will support Visa Direct Cross Border by delivering technical client troubleshooting and project management across a portfolio of accounts. You will coordinate cross-functional processes with Sales, Product, Compliance and Support to ensure high-quality service and scalable growth. The position focuses on maintaining client satisfaction, driving retention, and enabling cross-border money movement infrastructure. You will work in a matrix environment, influencing stakeholders to deliver outcomes that support cross-border payments goals.
Responsibilities- Provide technical client troubleshooting and project management support for ~70 WU Accounts, prioritizing for strategic accounts and scalable service
- Coordinate internal processes related to client account management, including billing, invoicing, and compliance-related activities
- Support monthly/quarterly portfolio reviews to identify growth potential and address attrition risks
- Assist in coordinating contract renewals
- Provide ad hoc analyses as requested
- Coordinate offboarding processes with relevant internal teams
- Collaborate with Sales, Product, Business Development, Billing, Compliance and Support teams
- Experience in business operations and technical sales support for clients’ technical issues, project management, and cross-functional global processes or analytics
- Experience in leading cross-functional program initiatives and collaborating across Sales, Account Management, Marketing, Finance, Product and Compliance
- Strong project management, customer success, cross-functional navigation, and technical sales/support capabilities with financial acumen and analytical skills
- Comfort communicating directly with clients
- Results-oriented, organized, able to manage multiple urgent tasks and navigate ambiguity in a virtual environment
- Excellent influencing and presentation skills; strategic problem solving in a growing matrix organization
- Team-oriented mindset with a win-as-a-team attitude
- Knowledge/experience with Visa products, FX and Global Payments are a plus but not required
- Familiarity with Slack, Salesforce, Zendesk, and/or MS Dynamics are a plus but not required
- communication
- collaboration
- adaptability
- Salesforce
- Zendesk
- Slack
Reference: WJ-747_30178995