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What a Senior Consultant, Client Success does at Visa

The Sr. Consultant enables new client capabilities, promotes product adoption and optimizes client performance. In this role you will be leading Client Services operational engagements for key global and regional Acquirers. This position requires execution, analytical skills, and client relationship abilities. This role works independently. The position requires a high level of technical proficiency, execution and analytical skills to succeed by supporting clients with complex problems and optimization opportunities. The individual is expected to have a keen insight into Visa's product offerings, best practices, and calls for deep collaboration and partnership with leadership across functions (e.g., Client Services, Sales, Product).

In this role, you are expected to

• Partner with Account Executives (AEs) to lead operational activities with our client providing an advanced level of technical consultation on systems and services.
• Act as liaison for the client and provide problem management, proactive identification of processing efficiencies, service change support and system enhancement support.
• 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 (including authorization, clearing and settlement, back-office processing)

• Represent complex customer change requests, system, or operational requirements, negotiate, and manage expectations.
• Lead operational activities with key stakeholders.
• Develop and deliver client success plans and delivery roadmaps for key Global as well as Regional Acquirers, supporting key client objectives and Visa initiatives.
• Support periodic operational reviews with Clients and Visa stakeholders, incorporating input, comparison and client progress against product metrics.
• Ensure that Client Services team deliver Visa’s objectives whilst helping to drive client success and a high level of client satisfaction. 
• Assist in incident management, identifying processing problems and client impacts, communicate ongoing situation status and resolution.
• Work with our clients to manage assignments such as client initiatives, or change requests that are diverse in scope, and determine the appropriate courses of action to deliver.

• Proactively identify analytical insights about client performance and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.

• Identify additional business opportunities for clients, drive value-added services and new payment flows to increase service quality as well as revenue.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

As a member of our Solution Consulting team, you will have a major impact on our future success by supporting [Employee Experience, Customer Workflow, ITX] Solution Sales. You will guide revenue for one of our  products with the support and partnership of Sales, Product Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and solution positioning during sales cycles.

What you get to do in this role:

The Solution Consultant is a technical consultant with the advanced ability to develop, position and provide product-specific solutions during sales cycles while achieving quarterly and annual sales goals for an assigned territory.

• Support product sales as a technical and domain expert of a client-facing sales team
• Lead discovery workshops to determine customers' challenges and give product demonstrations to align our solution with customer needs
• Answer product feature and technical questions from customers, channel partners and ServiceNow colleagues
• Provide feedback to product management about product enhancements that can address customer needs and provide additional value
• Share and learn best practices and re-usable assets with other Solution Consultants to enhance the quality and efficiency of the team
• Stay current on competitive analysis and market differentiation
• Support marketing events including executive briefings, conferences, user groups, and trade shows

Team Summary

The Enterprise FX, Settlement, and Cross Border Solutions team is accountable for the design, build, and commercialization of best-in-class, enterprise-grade, FX, settlement, virtual accounts, and currency management solutions. Our purpose is to meet the growing and increasingly diversified needs of clients moving funds around the world that, in turn, protects and grows Visa FX revenues.

We do this by enabling sales to sign new and existing customers together with the post-contract delivery of a broad suite of flexible, transparent, and competitive FX solutions via the FX Marketplace. 

What a Manager in EFX Solutions, AP Region, does at Visa:

A Solutions Manager in Enterprise FX supports or enables the discovery, delivery and scalability of new and existing cross border, FX, and settlement capabilities across client segments in the region. This person will act as the solutions specialist in core purchase, money movement, commercial, and merchant & acquiring focused client-facing teams. Performance is measure on the successful deployment of cross-border value added solutions, including: Persistent FX; Multicurrency Wallets with Real Time FX; Commercial & B2B Travel Cross Border Solutions; flexible FX rate options on Visa Direct; and offering new FX & cross-border services to acquirers and merchants. 

Specifically, this role will focus on:

1. EFX Product readiness, GTM Planning & Best Practices

• Work closely with product leads to ensure product deployment readiness in the AP market context; provide feedback and collaborate on product roadmap features; identify and engage with ecosystem enablers to facilitate client conversations and solutioning
• Develop and deliver “playbooks” with client-facing solutions materials focused on settlement and emerging FX capabilities

2. Internal and External Stakeholder Education 

• Support specialized learning path for EFX capabilities & support the broader team/client-facing staff in market-facing discussions for enablement of value propositions
• Contextualize use cases and create feedback loop from internal and external clients which feeds into our EFX product roadmaps
• Provide product subject matter expertise in pitches and determine impacts to delivery resources
• Provide industry knowledge and implications on known or potential impacts clients relative to FX or Settlement solutions
• Track and understand customer needs and trends providing insights into how they are/may impact client business models while informing the product strategy

3. Commercial Pipeline and deal execution for EFX

• Help to build the EFX business within the region via identification of a prioritized list of target markets and clients (internal and external) for commercialization of the EFX FX and settlement capabilities
• Support RFPs: develop, manage and coordinate pitch materials on EFX components of client deals 
• Align with regional stakeholders on client engagement model to drive deal throughput
• Responsible for the scaling of EFX use cases/solutions
• Advocate for EFX products and initiatives with clients through consultative selling, in collaboration with Visa sales teams
• Inform EFX product strategy by developing in-market viewpoint and advocating for client needs internally

Why this is important to Visa

Your role is business critical to Visa’s regional cross border objectives by deploying a suite of FX and Settlement solutions which drive flexibility, simplicity, speed, and transparency for our clients.

Having dedicated stakeholders responsible for the support of front line sales and account executives to drive the delivery of EFX solutions for Banks, Fintechs, Acquirers and Marketplaces, etc is crucial to long-term revenue targets.

Working within the organization for timely solution launches, supporting senior client stakeholders, pitching value proposition and helping create solutions for various opportunities, across core purchase, commercial & money movement, and value-added services flows needs exceptional people with tremendous focus.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.