Pismo seeks a Consultant, Client Success to support new and existing B2B customers. This role is central to driving customer retention, increasing user engagement, and maintaining high satisfaction. You will serve as a trusted advisor, communicate product value, and respond proactively to customer needs.

What You'll Do

Proactively engage with customers to understand their needs, challenges, and objectives.
Build long-term strategic relationships with key stakeholders and develop a deep understanding of customers’ business processes, goals, and strategies.
Serve as the primary point of contact for assigned accounts, fostering trust and confidence.
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 aligned with their business objectives and strategy.
Act as a customer advocate within the company, 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).
Analyze clients’ data to perform strategic analysis and take data-driven decisions.
Provide education and resources to customers to enable effective use of products/services.
Conduct regular check-ins to ensure customers are leveraging the full capabilities of offerings.
Influence the company to adapt or create new processes to provide a better customer experience.
Continuously improve the Client Success area, partnering with peers to scale organizational capabilities.
Coordinate with the Account Manager to create and share roadmaps on customers’ functional use of Pismo Products.

What We're Looking For

8+ years of professional experience in Customer Success or similar roles.
Program management capability.
Structured and critical thinking with high focus on strategy and results.
Detail-oriented with strong analytical, writing, and communication skills.
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

Experience ideally in a hyper-growth environment of B2B model.
Relevant industry experience in Payments, Cards processing and Banking.
Shown ability to establish technical discussions with clients.

Work Mode

This role is a hybrid position.

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.