Senior Consultant, Client Success

The Senior Consultant, Customer Success is aB2Bclient-facing individual contributor responsible for ensuring customers achieve maximum value, drivingadoption, increasingcustomersengagementandmaintaininghigh levelsof satisfactionfrom ourPismoSaaS platform for card payments and core banking. This role acts as a trusted advisor to customers, communicatingthe value of the Pismo products. Itcombines technicalexpertise,operationalknow-how,businessstrategyandexecutive engagement.You will meet with customers on a regular basis to discuss business and tactical challenges,shape theirdefinition of success with Pismo, and offer proactive advice on how tooptimizeor enhance the use of platform.The ideal candidate is a proactive person, driven by data toanticipateproblems. Key Responsibilities: Client Engagement & Relationship Management: Serve as the primary point of contact for assigned clients, managing the end-to-end customer lifecycle from onboarding toextended adoption. Build strong relationships with client stakeholders, understanding their business goals and translating them into actionable success plans. Ability to develop strong relationships at C-level of enterprise companies. Technical & Operational Excellence: Provideexpert guidance on platform features, card payment processing, and core bankingoperations. Conduct regular check-ins, training sessions, andmeet-upsto ensure customersare fully equipped to maximise platform value. Coordinate technical issues troubleshootingwith internalteams andescalate as needed to resolve client challenges. Ensuretimelyresolution. Customer Success Delivery: Develop a deep understanding of the customer business and industry to provide solutions and advice. Conduct regularoperational and executive reviewsto ensure customers areleveragingthe full capabilities ofPismoofferings. Act as a customer advocate within the company, being the voice of the customer,andrepresentingtheir feedback and needs. Monitor customer health metricsandusage datato proactivelyidentifyrisks and opportunities. Develop and execute strategies to drive user adoption, satisfaction, and retention. Process Improvement & Best Practices: Document and share best practices, and success stories with clients and internalteams. Influence ability toadapt orimplement newinternalprocesses that result inimprovements of theoverall experienceandorganizational efficiency. 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. Required Skills & Experience: 10+ years in customer success, consulting, or technical account management, ideally within SaaS, card payments, core banking, or hyper-growth environment of B2B model Strong technical understanding of payment card processing, major networks (Visa, Mastercard), and core banking systems. Experience in program management, solution deployment, and client training. Excellent communication, stakeholder management, and problem-solving skills. Analytical mindset with the ability to interpret data and drive actionable insights. Structured and critical thinking and high focus on strategy and results. Detail-oriented with strong analytical, writing, and communication skills. Innovator soul and receptive to changes. Bachelor’s degree in business, Computer Science, or related field. Fluency in written and spoken English. Preferred Attributes: Experience in the LATAM financial services market. Familiarity with SaaS platform delivery, customer onboarding, and regulatory requirements. Ability to manage multiple client projects and priorities independently. What skills are coachable or nice-to-have? Technical related expertise (development, infrastructure, familiarity with architectural design), cloud knowledge (AWS, Azzure, Google). 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. #J-18808-Ljbffr