Client Success Associate

hace 7 días


Ciudad de México Visa A tiempo completo

Company Description

Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive.

When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that economies that include everyone everywhere, uplift everyone everywhere. Your work will have a direct impact on billions of people around the world - helping unlock financial access to enable the future of money movement.

**Join Visa: A Network Working for Everyone.**

**Job Description**:
The Global Business Optimization team has a simple mission: we turn massive amounts of data into actionable insights that drive business value. Our analytic consultants and data analysts work with Visa’s clients and staff to improve portfolio performance, program profitability and cardholder experiences. By coupling in-depth analysis of cardholder behavior with Visa’s world-class products, digital offerings and marketing capabilities, we ensure our clients’ programs operate at their peak potential and that cardholders have seamless commerce experiences in both the physical and digital world.

As part of the Global Business Optimization organization, the Client Success Associate will help to deliver this vision to our clients. In this role, you will use strong analytical skills, contextual business sense and a creative flair to solve real world business challenges for Visa issuing banks, acquirers and merchants.

**Responsibilities**
- Specific CS onboarding technical training (MS Dynamics, BI-, Explain client profile type, best practices, Client Success Tech onboarding, BID, PCR, CIB, VROL ID, RID)
- Obtain Access to all systems required for Client Success Function (16)
- Participate project scoping calls to determine project requirements, timelines, and cost for various initiatives (CIQ)
- Generate Data Mining to Provide insights and guidance on in-market operational conditions through a deep understanding of local payment systems
- Work across Client Services and other teams to ensure prompt and comprehensive resolution of client support requests and delivery of desired client outcomes, updating support documentation in the process
- Lead planning and execution of operational initiatives, special projects, and client-driven continuous improvement plans (Support senior client success managers in updating Account Plan milestones)
- Disseminate important operational information to clients that could affect their business (e.g., mandates, Business Enhancements, Numeric initiatives, Visa Business News articles and other ad-hoc communications)
- Monitor Client analytics and reporting (e.g., analyzing approval or disputes management data) to identify opportunities for improvement (e.g., analyzing STIP performance and determining whether a change to a client’s STIP parameters is appropriate, working with the client to implement any agreed changes on host level).
- Work closely with the GBO team to execute identified opportunities or campaigns and collaborate with clients to implement Visa’s best practices recommendations
- Discuss and resolve other Client performance management issues
- Manage client concerns and escalations
- Coordinate, communicate and assess client readiness for mandates and other enterprise and market initiatives such as Business Enhancements releases
- Coordinate the preparation and implementation of any agreed Visa Business Enhancements by raising Global Client Testing cases in Microsoft Dynamics, as well as for Client Configuration Management cases in Microsoft Dynamics for VCMS and Production
- Coordinate the preparation and implementation of agreed readiness activities (e.g. programs or products) by meeting with the client and their Account Executive, creating/maintaining a case in Microsoft Dynamics to report and track on the project and monitoring Client performance after implementation
- Provide support to the delivery of Client Implementation projects by working with the client and Client Implementation team to agree the scope and timing of projects. The Client success associate acts as escalation point if project concerns or issues need to be resolved during execution
- Incident Alert: In the event of an incident, Client success associates receive an Incident Alert to notify them of a disruption.
- Internal Communication and Escalation: If the Client success associate identifies a further impact through conversations with the client not already known to Visa, they will communicate and escalate this information to the Client Services Incident Manager
- Executive Summary: Following the resolution of a



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