Pismo
Consultant, Client Success
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About Us
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.
At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills, and seeing your contributions impact lives around the world.
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Job Description
Location
London, UK
Function
Client Success
Level
Consultant
Reports to
Director, Client Success
Role Overview
The Client Success Consultant is a B2B client-facing individual contributor who ensures customers realize maximum value from the Pismo SaaS platform for, amongst other things, card payments, and core banking. This role drives product adoption, enhances customer engagement, and maintains high satisfaction levels.
Acting as a trusted advisor, the consultant communicates the value of Pismo products, leveraging technical expertise, operational insight, business strategy, and executive engagement. The consultant regularly meets with customers to address business and tactical challenges, define success metrics, and provide proactive, data-driven advice to optimize platform usage. The ideal candidate is proactive and anticipates issues through data analysis.
Key Responsibilities
Client Engagement & Relationship Management
- Serve as the primary point of contact for post-implementation clients.
- Build and maintain strong relationships with client stakeholders, translating their business objectives into actionable success plans.
- Establish and nurture relationships at the C-level within enterprise organizations.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Technical & Operational Excellence
- Provide expert guidance on platform features, card payment processing, and core banking operations.
- Conduct regular check-ins, training sessions, and business reviews both in-person and remotely to ensure customers are fully equipped to maximize platform value.
- Coordinate troubleshooting of technical issues with internal teams, escalating as needed to resolve client challenges promptly.
Customer Success Delivery
- Develop a deep understanding of each customer’s business and industry to deliver tailored solutions and advice.
- Conduct regular operational and executive reviews to ensure customers leverage the full capabilities of Pismo offerings.
- Act as a customer advocate within the company, representing client feedback and needs.
- Monitor customer health metrics and usage data to proactively identify risks 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 internal teams.
- Influence and implement new internal processes to improve overall experience and organizational efficiency.
Qualifications
Required Attributes
- 7 years’ experience in customer success, consulting, or technical account management.
- Strong technical understanding of payment card processing, major networks (Visa, Mastercard), and core banking systems.
- Experience in project management, solution deployment, and client training. Able to manage multiple projects and client priorities at once and independently.
- Experience in representing complex technical and/or business solutions to influence audiences across the levels of an organization and in business language tailored to a client.
- Experience in building client relationships and creating trust-based relationships.
- Excellent stakeholder management and problem-solving skills.
- Detail-oriented with strong written and verbal communication skills.
- Structured and analytical thinking that enables the development of strategies from data and drives results.
- Innovative, AI-first, and receptive to change.
- Bachelor’s degree in Business, Computer Science, or a related field.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Preferred Attributes
- Experience in the UK/EU financial services market ideally within a Fintech, card payments, core banking, or hyper-growth B2B environment.
- Familiarity with SaaS platform delivery, customer onboarding, and regulatory requirements.
- Technical expertise (development, infrastructure, architectural design) and cloud knowledge (AWS, Azure, Google Cloud).
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location