Senior Consultant, Client Success

Visa•Austin, TX

1d•$134,800 - $216,100•Hybrid

About The Position

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. All roles require digital fluency, including the ability to work with emerging technologies such as Generative AI tools (e.g. ChatGPT, Microsoft Copilot) to support everyday work. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.

Requirements

8 or more years of relevant work experience with a Bachelor 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
9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
8 or more years of relevant Client Success Experience: 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 for client meetings, business reviews as needed.
Experience in building credibility and creating trust-based relations; 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 action.
Experience in taking ownership over problems and finding creative solutions to complex problems.

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.
Capture client feedback, identify recurring themes, and influence 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.