Senior Consultant, Client Success

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.

About the role

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.

This is a hybrid position with an expectation of at least 3 days in the office per week.

Responsibilities

• 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.
• Partner with clients to understand their goals, promote adoption of Pismo solutions, and ensure they realize measurable value from the platform.
• Create and maintain success plans, account rhythms, and engagement strategies that align client priorities with Pismo capabilities and business objectives.
• 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 by capturing feedback, identifying recurring themes, and influencing internal priorities to improve products, processes, and service delivery.
• Use data, client feedback, and operational indicators to assess client health, anticipate risks, and proactively drive mitigation plans.
• Prepare and participate in senior-level client discussions, business reviews, and strategic planning conversations with large banking clients.
• Partner with Sales and Account teams to identify opportunities for deeper adoption, new capabilities, geographic expansion, or additional use cases.
• Utilize digital fluency, including emerging technologies such as Generative AI tools (e.g., ChatGPT, Microsoft Copilot) to support everyday work.

Requirements

• 8 or more years of relevant work experience 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.
• 8 or more years of relevant client success 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.
• Demonstrated experience managing complex enterprise clients, preferably large banks, financial institutions, or other highly regulated organizations.
• Proven ability to lead through influence, drive outcomes without direct people management responsibility, and coordinate stakeholders across matrixed teams.
• Strong executive presence and ability to build trusted relationships with senior client stakeholders, operational teams, and technical counterparts.
• Ability to use data, client insights, and business context to assess client health, prioritize actions, and recommend solutions.
• Comfortable discussing platform capabilities, integrations, APIs, operational processes, and performance topics with clients and internal teams.
• Excellent written and verbal communication skills, with the ability to simplify complex topics and influence both client and internal stakeholders.
• Highly organized and accountable, with the ability to manage multiple priorities, escalations, and client initiatives in a fast-paced environment.
• Based in Austin, US, with ability to collaborate effectively with local, regional, and global teams.
• Willingness to travel 5-10% of the time for client meetings and business reviews.
• Experience in building credibility and creating trust-based relationships; 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 proactive action.
• Experience in taking ownership over problems and finding creative solutions to complex problems.

Pay

The estimated salary range for this position is $134,800 to $216,100 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors such as knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.

Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan.
• Flexible Spending Account (FSA) / Health Savings Account (HSA).
• Life insurance.
• Paid time off.
• Wellness program.