Consultant - Client Success

Company Description

Founded by experienced entrepreneurs and engineers in 2016, Pismo is a technology company that provides a comprehensive processing platform for banking, card issuing and financial market infrastructure and helps customers innovate and build the next generation of banking and payment solutions. Pismo joined Visa in 2024.

Leveraging Visa’s solutions, our core platform, and an expanding suite of capabilities, Pismo addresses the technological challenges that large banks, marketplaces, and fintech companies face in migrating from legacy systems to more advanced technology in the market. Pismo’s cloud-based platform empowers firms to build and launch financial products rapidly, scaling as they grow to have a broader audience while keeping high security and availability standards.

Pismo’s 500+ employees are located in more than 10 countries around the world.

Job Description

Pismo is seeking a Client Success Consultant to support new and existing customers (B2B), helping to drive retention, increase users’ engagement, and maintain high levels of customer satisfaction. The Client Success Consultant acts as a trusted advisor to our customer, helps communicate the value of the Pismo products, and responds to customer needs, questions and requests. You will not personally perform projects or resolve issues for the customer. However, you will work closely with internal teams and will be responsible for actively managing clients’ requests. You are expected to be able to navigate through different areas and levels at Pismo.

We expect you to:

• Build long-term strategic relationships with key stakeholders in your portfolio and develop a deep understanding of your customers’ business processes, goals, and strategies.

• Serve as the primary point of contact for your assigned accounts, fostering trust and confidence in our partnership.

• Meet with customers on a regular basis to discuss business and tactical challenges they may be facing, to understand their definition of success with Pismo, and to offer proactive advice on how to optimize or enhance the use of Pismo platform.

• Develop a deep understanding of the customer's business and industry to provide solutions and advice.

• Work closely with customers to create and execute a successful plan that aligns with their business objectives and strategy. Also, maximize the value they receive from our solutions, by managing program engagements.

• Act as a customer advocate within the company, being the voice of the customer, representing their feedback and needs.

• Ensure timely resolution of customer issues, working closely across Pismo teams.

• Manage and follow up on client’s KPIs within Pismo (developments execution, platform performance and others).

• Analyze and have critical thought on clients’ data to perform a strategic analysis and take decisions based on data.

• Provide education and resources to customers to enable them to effectively use our products/services.

• Conduct regular check-ins to ensure customers are leveraging the full capabilities of our offerings.

• Influence the company to adapt or create new processes with a focus to provide better experience to our customers. Continuously improve the Client Success area, partnering with your peers to scale the organizational capabilities.

• Coordinate with the Account Manager (Sales) to create and share roadmaps on customers’ functional use of Pismo Products and contributing to long-term strategic planning.

This is a remote position. A remote position does not require job duties be performed within proximity of a Visa office location. Remote positions may be required to be present at a Visa office with scheduled notice.

Qualifications

What we’re looking for:

• 8+ years of professional experience in Customer Success (preferable) or similar roles, ideally in a hyper-growth environment of B2B model;

• Industry experience in Payments, Cards processing and Banking;

• The ideal candidate is a proactive person, driven by data to anticipate problems.

• Ability to develop a continuous and evolutive job to straighten the relationship with clients and establish technical discussions with clients. 

• Program management capability;

• 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;

• Ability to develop strong relationships at C-level of enterprise companies;

• Influence ability to implement new processes that result in a client excellence experience;

• Track record of high customer satisfaction;

• Experience working with a full lifecycle of customer success;

• Fluency in written and spoken English.

Nice-to-have:

• Technical related expertise (development, infrastructure, familiarity with architectural design), Cloud knowledge (AWS, Azzure, Google).

• Proficiency in Spanish is considered an advantage.

Additional Information

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.