Consultant, Client Success
Visa
In this Client Success Consultant role, you partner with post-implementation customers to maximize value from the Pismo SaaS platform, focusing on card processing and core banking. You act as a trusted advisor, translate client objectives into success plans, and deliver proactive, data-driven guidance to boost platform adoption and satisfaction. You will engage with executives, coordinate training, and address issues to protect renewals and expand usage. This role offers impact at scale within a global payments landscape.
Responsibilities- Serve as the primary post-implementation contact and relationship owner for clients
- Translate business objectives into actionable success plans with stakeholders
- Engage with C-level executives in enterprise organisations
- Provide expert guidance on platform features, card processing and core banking
- Conduct regular training sessions and business reviews, in-person or remote
- Coordinate troubleshooting with internal teams and escalate when needed
- Develop a deep understanding of each customer’s business to tailor solutions
- Monitor health metrics and usage data to identify risks and opportunities
- Drive user adoption, satisfaction and retention through strategic intervention
- Document and share best practices and influence internal processes to improve efficiency
- 7 years’ experience in customer success, consulting or technical account management
- Strong technical understanding of payment card processing, major networks, and core banking systems
- Experience in project management, solution deployment and client training
- Ability to manage multiple projects and priorities independently
- Experience presenting complex technical/ business solutions to diverse audiences
- Proven ability to build trust-based client relationships and manage stakeholders
- Excellent written and verbal communication, detail-oriented and analytical thinking
- Bachelor’s degree in Business, Computer Science or related field
- stakeholder management
- problem-solving
- clear communication
- payment card processing
- major networks (Visa, Mastercard)
- core banking systems
Reference: WJ-747_30143630