Consultant, Client Success

Overview

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

Key requirements

• 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

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