At a Glance
- Tasks: Engage with clients, manage relationships, and ensure their success with our innovative platform.
- Company: Join Pismo, a cutting-edge tech company transforming banking and payments.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and continuous improvement.
- Why this job: Be at the forefront of fintech innovation and make a real impact on client success.
- Qualifications: 7+ years in customer success or consulting, with strong technical and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
About Pismo
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. Pismo helps customers innovate and build the next generation of banking and payment solutions. In 2024, Pismo joined Visa. 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. The cloud‑based platform empowers firms to build and launch financial products rapidly, scaling as they grow while maintaining high security and availability standards. Pismo’s 500+ employees are located in more than 10 countries around the world.
Job Description
- Client Engagement & Relationship Management: Serve as the primary point of contact for assigned clients, managing the entire customer lifecycle from onboarding through to extended adoption. Build and maintain strong relationships with client stakeholders, translating their business goals into actionable success plans. Establish and nurture relationships at the C‑level within enterprise organizations.
- Technical & Operational Excellence: Provide expert guidance on platform features, card payment processing, and core banking operations. Conduct regular check‑ins, training sessions, and meet‑ups to ensure customers are fully equipped to maximise 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.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Qualifications:
- Minimum 7 years’ experience in customer success, consulting, or technical account management, ideally within SaaS, card payments, core banking, or a hyper‑growth B2B environment.
- Strong technical understanding of payment card processing, major networks (Visa, Mastercard), and core banking systems.
- Experience in programme management, solution deployment, and client training.
- Excellent communication, stakeholder management, and problem‑solving skills.
- Analytical mindset with the ability to interpret data and drive actionable insights.
- Structured and critical thinking, with a strong focus on strategy and results.
- Detail‑oriented, with strong analytical, writing, and communication skills.
- Innovative and receptive to change.
- Bachelor’s degree in business, Computer Science, or a related field.
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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Customer Service
Industries: IT Services and IT Consulting
Consultant, Client Success employer: Pismo
Visa is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to make impactful contributions. With a strong focus on professional development, employees benefit from extensive growth opportunities and the chance to work with cutting-edge banking technology in a collaborative environment. Located in a vibrant city, Visa offers unique advantages such as flexible working arrangements and a commitment to work-life balance, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Consultant, Client Success
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pismo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Consultant, Client Success
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pismo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pismo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pismo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pismo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pismo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pismo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
