Client Advocate I - Meritain Health
CVS HealthSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Payments, FintechIndustries
Requirements
- Analytical skills to prepare and summarize data into business solutions and provide sound analysis
- Able to communicate complex technical terms and/or processes in business language tailored to client
- Self-starter able to achieve results as part of an effective team (across countries and time zones)
- Able to effectively prioritize and multi-task under deadlines
- Experience using standard Microsoft Office tools (e.g., Excel, PowerPoint, Word)
- Experience representing technical and/or business issues and solutions to influence audiences at multiple levels of an organization
- Knowledge of the payment industry (i.e., trends, threats, competitors, regulatory environments)
- Certifications or qualifications in Client/Customer Success, project management or related areas of practice and expertise
- Basic to intermediate proficiency in: Building client relationships (build credibility and create trust-based relations; partner with clients to build their business)
- Basic to intermediate proficiency in: Becoming customer centric (listen to and prioritize customer needs to drive value realization and build trusted partnerships)
- Basic to intermediate proficiency in: Success planning (build measurable action plans to help clients achieve their business goals and realize value from their products/solutions)
- Basic to intermediate proficiency in: Client engagement (communicate clearly and effectively with clients)
- Basic to intermediate proficiency in: Proactiveness (think ahead and take action)
Responsibilities
- Support and/or oversee the implementation of new Visa products the Client purchases by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products
- Ensure Client operational goals and success metrics for their overall Visa product landscape are understood
- Build and sustain a client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased
- Participate in the design and delivery of initiatives to improve client adoption of products and use of Visa’s self-tools
- Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good Client experience and generate new sales leads as solutions to identified client pain points
- Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve complex client issues and optimize client performance
- Support development of client education and training materials (including webinars) to communicate new Visa Rules, essential mandates, Visa Business Enhancement Releases and/or upcoming changes to ensure client readiness and service compliance
- Support and/or lead periodic operational reviews with clients and Visa stakeholders
- Act, on an ad-hoc and as needed basis for applicable clients, as the escalation point for managing significant issues and major incident/crisis responses
- Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote or on-site?
This is a hybrid position with an on-site location type, and the expectation of days in the office will be confirmed by your hiring manager.
What salary or compensation does this role offer?
This information is not specified in the job description.
What key skills are required for the Consultant, Client Success role?
Required skills include analytical skills to prepare and summarize data into business solutions, ability to communicate complex technical terms in business language tailored to clients, being a self-starter who achieves results in teams across countries and time zones, and effectively prioritizing and multi-tasking under deadlines.
What is the company culture like at Visa?
Visa emphasizes a purpose-driven culture with a mission to uplift everyone everywhere through innovative payments, fostering an environment to make an impact with a world leader in payments and technology.
What makes a strong candidate for this Client Success Consultant position?
Strong candidates are self-starters with analytical skills, the ability to communicate technical concepts in business terms, and experience prioritizing tasks and collaborating effectively in global teams under deadlines.
Visa
Global digital payment network provider
About Visa
Visa operates a global digital payment network that facilitates electronic payments for millions of people daily. The company connects consumers, businesses, financial institutions, and governments, allowing them to make transactions using Visa cards. Each time a card is used, Visa earns money through transaction, service, and data processing fees. Unlike many competitors, Visa focuses on expanding access to financial services for underserved communities and supporting local economies. The company's goal is to promote financial inclusivity and drive sustainable commerce, ensuring that more people can participate in the global economy.
San Francisco, CaliforniaHeadquarters
1958Year Founded
$55.8MTotal Funding
ANGEL_INDIVIDUALCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Health Insurance.
Life Insurance.
Dental Insurance.
Disability Insurance.
Accidental Death & Dismemberment Insurance.
Risks
CBDCs could reduce reliance on Visa's payment network.
'Buy Now, Pay Later' services may decrease traditional credit card transactions.
Fintech startups offering zero-fee transactions could pressure Visa's revenue model.
Differentiation
Visa operates a global digital payment network connecting millions daily.
The company focuses on financial inclusivity and sustainability in its operations.
Visa collaborates with central banks on Central Bank Digital Currencies (CBDCs).
Upsides
Visa's partnership with fintechs enhances cross-border payment solutions.
Adoption of blockchain technology could revolutionize digital payments.
AI-driven fraud detection systems are reducing fraudulent activities.
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