22 Satisfaction Client jobs in Canada

**About this role**
Job Description
**Required Experience:**
1-7 years of experience in financial services, with the following capabilities:
+ Analytical approach
+ Basic or intermediate coding and programming skills
+ Verbal and written communication
+ Critical thinking
+ Multitasking and time management
**Purpose and Scope:**
Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. We utilize our in-depth understanding of Aladdin, our clients' businesses, and the investment management process to provide world-class service to our growing, global client base. Our team members come from different majors and bring diverse skills and experiences to the table, but we share a serious passion for solving tough problems and keeping our clients happy.
Our team is known for being industry experts with a reputation for getting the job done. As a team of 170+ strong globally, we.
+ Deliver exceptional client service to users, every time
+ Solve difficult problems by providing innovative solutions
+ Collaborate with others because we know we can do more together
+ Learn every day, question everything, and embrace change
+ Foster a fun, innovative team atmosphere
**Key Responsibilities:**
+ **Provide hands-on service to empower our clients to run their businesses on Aladdin** : You will have direct, daily interactions with industry practitioners at respected investment institutions. You will solve problems that matter, making direct and measurable difference to our clients. In the process, you will hone technical, industry, and relationship skills.
+ **Use technology to solve problems** : We can teach the skills you need to succeed, such as SQL and UNIX, for maneuvering relational databases and parsing product logs. You will apply these skills to help client and product teams make Aladdin better.
+ **Educate users, demonstrate service insights, and relay user feedback to improve the client experience and our product** : We believe that the best client service is proactive, not reactive. We are students of our own data and engage with our clients and engineers to keep problems from arising, in addition to handling issues that are brought to our attention.
+ **Work on a global team, with a local presence** : Our support model follows the sun - if a market is open somewhere in the world, so are we. You will get to work with teams across the world, while engaging with a vibrant local team.
For Toronto, Canada Only the salary range for this position is CAD$85,500.00 - CAD$107,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Job Description

Job Description

Benefits:

• Company parties
• Dental insurance
• Free uniforms
• Paid time off

Reports To: General Manager
"A mind built for excellence. A spirit built for service."

What does a Restoration Client Experience Manager (RCEM) with Paul Davis do?

• Celebrate completion of projects with a team of skilled tradespeople, homeowners grateful to be back in their homes, and your Paul Davis team members
• RCEM's establish and maintain strong relationships with clients
• RCEM's manage a team responsible for implementing the insurance claims process
• Continuously learn about improving results and setting proper expectations of others
• Learn new things daily about construction and building homes
• Review estimate and present to homeowners
• RCEM's inspect homes for initial damages and ensure a smooth client experience.
• Review reconstruction schedules and approve and ensure prompt progress
• Drive Sales results through best in the business client experiences
• Have fun and be part of a growing business!

RCEM's work with owners and sub-contractors after traumatic events such as a fire or flood to clean up and repair damage to residential and commercial property. As a RCEM, you will manage the renovation, as well as control and communicate the budget effectively. This means you will spend time organizing and coordinating projects and overseeing and enhancing all aspects of a customers interaction with a company ensuring a positive and seamless experience throughout their journey.

Why The Team Needs You? Serving others in their time of need is not easy. We will need you to build foundational relationships based on trust, actively listen, and find ways to manage a team to complete projects successfully. We also want a fun personality that enjoys getting results.

Why Join The Team? We are an industry leader in restoration and reconstruction for insurance providers and commercial properties throughout the United States and Canada. Built upon principles of customer service, dynamic decision-making and leadership, we have the tools to continue our rapid growth. Our team puts emphasis into living our Vision, Mission and Values to be more than just a service provider our Restoration Project Managers are on the front lines of restoring their communities by leading others to complete construction projects on budget and up to the industry standard. You will have the autonomy after training to control your schedule and continually seek learning opportunities that will improve your skill set.

Values: Deliver what you promise. Respect the individual. Have pride in what you do. Practice continuous improvement.
Vision: To provide extraordinary care while serving people in their time of need.
Mission: To provide opportunities for great people to deliver Best in Class results.

Team Compensation and Benefits:

• Ongoing Leadership Development Program and industry events
• One on One mentorship
• Co-paid benefits including Dental, Health, and counselling services.
• Access to Paul Davis University and regular training opportunities
• Cell phone and computer provided by company
• Company vehicle OR gas reimbursement.
• PTO and sick days
• Our current RCEM's yearly pay range from $65,000 to $80,000 depending on their production.

Team Qualifications (Requirements):

• Ability to lead and develop a team
• Excellent communication and presentation skills
• Ability to close tasks and problem solve actively
• Ability to manage multiple tasks at once and prioritize
• Ability to manage several different technologies
• Career emphasis on learning and continuing education
• Sound planning and organizational skills
• Bachelors Degree or equivalent relevant experience

Construction project management experience is welcomed if willing to learn a new process. If limited experience but you meet all qualifications, we will invest in your training.

Role on the Team (Job Functions):

• Manages Client Experiences by meeting and corresponding with key stakeholders frequently.
• Create a positive and productive work environment
• Meet operational objectives of: Sales, Gross Margin, Brand Experience
• Confirm budget and work orders before start of project.
• Ensure compliance with standards and regulations.
• Seek partnerships to improve performance with vendors and tradesman.
• Build relationships with key customers direct and B2B.
• Track metrics during bi-weekly GS&R.
• Participate in local community events.

Skills Desired of Team Member:

• Self-motivated to get results
• Loves working with clients and tradesman
• Effectively schedules ahead while maintaining flexibility
• Thrives under high performance environments
• Excellent interpersonal skills
• Is succinct and professional with written communication
• Loves to work hard
• Enjoys taking care of others

Are you Paul Davis?
Before You Can Take the Field: Working Conditions and Physical Requirements: The physical environment requires the employee to work all types of both indoor and outdoor conditions. Possibly required to use personal protective equipment, having ability to stand or walk, occasionally bending, squatting, climbing stairs and lifting up to 50 pounds.

Paul Davis is an equal opportunity employer.

Job Description

Job Description

Salary:

propos du poste Situ au centre-ville de Montral - Contrat d'un an

En tant quadministrateur(trice) de lexprience client, vous tes la voix constante et le pilier organis de lquipe Exprience Client pour Le Sherbrooke et d'autres communauts rsidentielles. Vous grez les calendriers, les communications et les interactions avec les clients tout au long du cycle de vie du projet, depuis les premires tapes jusqu la clture finale.

En collaboration avec les autres membres de lquipe, vous tes le premier point de contact que ce soit par tlphone, courriel ou en personne au bureau. Vous facilitez chaque tape du parcours pour les clients, les sous-traitants et les quipes internes. Ce poste est idal pour une personne qui aime instaurer de lordre dans le chaos, qui apprcie le contact humain et qui prend cur de ne laisser aucun dtail au hasard.

propos de vous

Vous tes professionnel(le), accueillant(e) et naturellement tourn(e) vers les autres. Vous tes stimul(e) par un environnement dynamique et vous avez le talent de garder tout le monde bien inform et align. Vous tes fier(re) de maintenir lorganisation, de rsoudre les problmes et de crer de la clart autour de vous.

Vous tes probablement une personne qui :

• Possde dexcellentes comptences en communication et en coordination ;
• A de lexprience en administration, service la clientle ou htellerie (une exprience dans le domaine rsidentiel est un atout) ;
• Spanouit dans un environnement parties prenantes multiples et priorits changeantes ;
• Reste calme et pos(e) sous pression ;
• Est organis(e), rigoureux(se) et engag(e) aller jusquau bout des choses ;
• Aime crer un environnement accueillant pour les clients comme pour les collgues ;
• Matrise le franais et langlais, loral comme lcrit.

Vos responsabilits

• tre le point central de contact pour les clients (tlphone, courriel, visites au bureau) ;
• Coordonner et grer les calendriers pour les inspections pr-livraison (PDI), les signatures chez le notaire, les suivis de garantie et les activits dquipe ;
• Envoyer des mises jour hebdomadaires aux quipes internes et suivre les chanciers ;
• Grer laccueil des clients pour les rendez-vous, organiser les activits lies ;
• Traiter les documents juridiques et administratifs avec exactitude et dans les dlais ;
• Maintenir un bureau propre, professionnel et accueillant, et grer les besoins en fournitures ;
• Soutenir la coordination entre les services Ventes, Construction, Garantie et Gestion immobilire ;
• Rpondre aux demandes des clients et escalader les proccupations si ncessaire ;
• Suivre la documentation, assister la production de rapports, effectuer des audits si besoin, et assurer un classement adquat.

Votre impact
Dans ce rle, vous ne vous contentez pas de grer des rendez-vous : vous contribuez ce que les propritaires se sentent en confiance et bien accompagns. Vous participez crer une exprience agrable et mmorable, rduire les malentendus et favoriser une bonne coordination interne. Vous tes le point dancrage dans la complexit dune nouvelle communaut rsidentielle.

Exprience et comptences requises
Nous sommes ouverts divers parcours, mais pour russir dans ce poste, il serait avantageux davoir :

• De lexprience dans un rle administratif ou de coordination en environnement dynamique et ax sur le client, idalement dans limmobilier rsidentiel, lhtellerie, la gestion immobilire ou les services professionnels ;
• Dexcellentes comptences organisationnelles et en gestion de calendrier, avec une capacit grer plusieurs priorits et chances avec rigueur ;
• Une excellente communication orale et crite en franais et en anglais ;
• Une aisance avec les outils technologiques tels que Salesforce, Condo Control, Upperbee, Outlook et la suite MS Office 365 ;
• Une capacit dmontre rester professionnel(le), empathique et calme sous pression avec les clients et collgues ;
• Une passion pour le service la clientle et lesprit de communaut, avec une approche positive et oriente solution ;
• Un souci du dtail, de la prcision et de la prsentation vous tes fier(re) dune communication soigne et dun espace de travail bien organis ;
• Un permis de conduire valide.

---

About the Role Location: Downtown Montreal - 1 year contract

As the Customer Experience Administrator, you are the steady voice and organized core of the Client Experience team at Le Sherbrooke and other residential communities. Youll manage calendars, communications, and customer interactions across the full project lifecycle, from initial 1st stages of the project to final closings.

In collaboration with other members of the team, you are the first point of contact. by phone, email, or at the office. Youll help make every step of the journey easy for clients, subtrades, and internal teams alike. This role is perfect for someone who thrives on creating structure from some chaos, loves working with people, and takes pride in making sure no detail is missed.

About You

You're professional, approachable, and naturally people-focused. Youre energized by a fast-paced environment and have a gift for keeping people aligned and informed. You take pride in keeping things organized, solving problems, and creating clarity for others.

Youre likely someone who:

• Has excellent communication and coordination skills
• Has experience in administration, client support, or hospitality (residential experience is a plus)
• Thrives when supporting multiple stakeholders and shifting priorities
• Stays calm and composed under pressure
• Is organized, accurate, and committed to follow-through
• Loves creating a welcoming environment for clients and team members alike
• Is fluent in English and French

What You'll Do

• Be the central point of contact for clients by phone, email, and office visits
• Coordinate and maintain calendars for pre-delivery inspections (PDI), notary closings, post warranty and team activities
• Distribute weekly updates to internal teams and track schedules
• Lead client check-in and check-out for appointments, managing coordinated activities
• Process legal and administrative forms, keeping everything timely and accurate
• Maintain a professional, clean, and welcoming office environment and support office supply needs
• Support cross-functional coordination with Sales, Construction, Warranty, and Property Management
• Respond to client inquiries and escalate concerns when needed
• Track documentation, assist with reporting, perform audits when needed and file accordingly

Your Impact

In this role, youre not just organizing appointmentsyoure helping homeowners feel confident and cared for by our teams. Youll support a fun and exciting experience, reduce miscommunication, and help internal teams stay aligned. Youll help create the calm in the complexity of a new residential community.

Required Experience & Capabilities

We are open to considering a diverse range of experiences, however, to thrive we believe you would benefit from having:

• Experience in a fast-paced, customer-facing administrative or coordination role, ideally within residential real estate, hospitality, property management, or professional services.
• Strong organizational and calendar management skills, with experience juggling multiple deadlines and priorities with confidence and accuracy.
• Excellent written and verbal communication skills in both English and French.
• Confident in learning and using technology tools and platforms such as Salesforce, Condo Control, Upperbee, Outlook, and MS Office 365.
• Demonstrated ability to stay composed, professional, and empathetic when working with clients or team members under pressure.
• A passion for customer service and building community, with a positive, people-first approach to problem solving.
• High standards for accuracy, detail, and presentationyou take pride in polished communication and an organized workspace.
• Valid drivers license

Job Description

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The senior service associate will demonstrate a high level of service excellence setting a strong example for their peers. They will act as the primary information source of the CX team by providing outstanding support to better service our clients. The senior service associate will always maintain professionalism and customer-focused approach in all interactions.

WHAT YOU WILL DO

• Support Client Service Associates by investigating complex, escalated account related inquiries and provide service-focused solutions. 
• Identify opportunities to improve the Financial Service Centre’s knowledge base. 
• Develop and document procedures resulting from product enhancements, system implementations or new initiatives. 
• Assist Client Services and other departments in researching and finding solutions for complex tax, registered plan and estate/trust issues. 
• Act as escalation and reference points for CSR’s 
• Remain actively involved in the identification, review and development of business policies and practices with a goal to ensure operational efficiency and CSR knowledge development. 
• Act as a resource to assist with the Service Centre initiatives and projects or other projects as needed.
• Act as lever and assist with overflow of inbound calls 

 WHAT YOU WILL BRING

• Minimum of 12 months progressive experience in Financial Service Role having acquired all skill sets 
• Exceptional verbal and written communication skills 
• Strong analytical and problem-solving skills 
• Excellent research skills, including the ability to comprehend and interpret complex situations
• Post-Secondary education.  
• Enrollment or completion of the Canadian Securities Course, IFIC Sales Course, CFA, CFP are an asset.  
• Strong understanding of Assante’s products, policies and procedures, required to have successfully passed all CS trainings.  
• Excellent communication (verbal and written) skills.  
• Strong interpersonal skills and ability to collaborate with various teams.  
• Ability to effectively liaise with other business units and project teams.  
• Outstanding organizational and time management skills.  
• Proven ability to effectively problem-solve and make decisions.  
• Ability to effectively manage and diffuse high-tension situations comfortably.  
• Self-motivated with ability to work proficiently both independently and in a team environment.  
• Fluency in French is considered an asset. 

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Job Description

Job Description

Position 

Legal Intake Coordinator – Client Experience & Relationship Specialist 

Location 

Mississauga (Fully Remote)  

Tailor Law is expanding and looking for a compassionate, relationship-driven Legal Intake Coordinator – Client Experience & Relationship Specialist to join our growing boutique practice.  Are you passionate about being the first point of contact for clients beginning their legal journey?  If so, we’d love to hear from you!  

About Tailor Law  

Tailor Law is a progressive, client-centered boutique law firm founded by Deepa Tailor to offer exceptional legal services with empathy, clarity, and results. We help individuals and families navigate major life transitions with confidence—whether they are facing divorce, custody challenges, estate matters, or legal disputes. What sets us apart isn’t just what we do—it’s how we do it. Our intake process isn’t just about booking appointments. It’s about building trust, educating prospective clients, and helping them choose the right legal partner to bring peace of mind to some of life’s most complex moments. 

Why Join Tailor Law?  We offer:   

• A competitive compensation structure + performance bonuses 

• Ongoing training and mentorship 

• Flexible hybrid or remote work options 

• Be part of a boutique law firm that values integrity, initiative, and intelligent effort  

• Make a meaningful impact by guiding clients through some of their most important life decisions  

• Join a team of experienced professionals who respect your voice and encourage growth  

• Enjoy a modern, tech-forward environment that supports flexibility and autonomy  

Position Overview  

As the Legal Intake Coordinator - Client Experience & Relationship Specialist, you are the first meaningful connection a potential client will have with Tailor Law. Your role is equal parts client care and consultative sales—helping people feel heard, informed, and supported as they decide whether we’re the right fit for their legal needs. You’ll lead thoughtful conversations, listen for both facts and emotions, and help prospective clients understand how Tailor Law’s approach offers not just legal advocacy— but a trusted team that stands behind them. If you bring life experience, compassion, and the ability to lead with both heart and structure, this role offers a rewarding place to thrive.  

Key Responsibilities:  

• Initial Client Consultations: Conduct warm, attentive intake calls to gather essential information and explore client concerns, goals, and legal priorities.  

• Client Education & Trust Building: Communicate Tailor Law’s unique approach with clarity and confidence, and help clients feel secure in their next steps.  

• Lead Qualification & Relationship Conversion: Use our lead scoring tools and your intuitive judgment to prioritize outreach, and guide clients toward working with Tailor Law when appropriate.  

• CRM & Documentation Excellence: Track all interactions in Lawmatics; maintain thorough and timely case notes that support lawyer handoffs and continuity of care.  

• Internal Collaboration: Work closely with the Case Manager, lawyers, and admin team to ensure smooth transitions and share insights that improve service delivery.  

• Client Support Touchpoints: Be available for follow-ups and questions pre-engagement; reassure and clarify as needed to move clients through the decision process. 

Qualifications:

• Strong client-facing experience or consultative sales roles (e.g., legal, sales, healthcare, hospitality, or social work); experience in family law or legal intake environments preferred 

• Background in consultative or relational sales strongly preferred 

• Familiarity with CRM tools like Lawmatics, LEAP and/or Clio strongly preferred  

• Outstanding listening skills as well as excellent verbal and written communication skills, with high emotional intelligence and active listening ability  

• Comfortable with phone-based and virtual communication tools  

• Attention to detail in documentation, workflow tracking and follow-through 

• Strong organizational and time-management skills  

• Professional and warm demeanor 

• Personal experience navigating legal systems (a strong asset but not required) 

Interested in being a member of Tailor Law?  We look forward to your application! 

If you're looking to join a boutique law firm that values integrity, initiative, and intelligent effort, we welcome your application and look forward to learning more about your why you're interested in this role. 

We thank all applicants and will reach out to those selected for interviews. Applications will be reviewed on a rolling basis. 

Tailor Law is committed to meeting the accessibility needs of all applicants throughout the recruiting and selection process.  Please let us know about any accommodation and/or support requirements  

Please note we are only accepting applications from those authorized to work in Canada and we are not currently sponsoring any work visas. 

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Job Description

Job Description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in 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 while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

The Sr. Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services relationship for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption.  The role requires a high level of professionalism, leadership and interpersonal skills to manage relationships with a variety of internal and client stakeholders.

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering closely with key Visa clients to maximize their benefits realization and value from Visa products through optimizing their performance. Working in conjunction with Account Team members from Sales and Product, you will proactively drive Client Success outcomes in alignment with Visa’s business agenda as detailed in the Sales Account Plan. The individual will also define and deploy client support and service implementation strategies, including automated tools and capabilities to enhance the client experience, that drive value for our clients and support Visa’s strategy. 

This role serves as a functional specialist, located in North America and reporting to the Senior Director of Client Success for Merchants. This team is a proactive organization that identifies pain points to generate both optimization initiatives and sales leads, ensures post-sales support, and builds strong partnerships with top merchants.

Responsibilities include:

• 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 trusted 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.  
• Drive and deliver initiatives to improve client adoption of products and use of Visa’s self-service tools.
• Stay current with the latest local market trends, payment processing trends, Visa solutions and technologies to provide a great 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.
• Develop 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.
• 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.
• Showcase operational excellence by supporting cross-functional initiatives to improve the Client experience, incorporating automated solutions to drive efficiency and productivity.
• Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
• As applicable, coordinate with global, regional and/or in-market Client Success team members to maintain a continuous 360-degree view of the Client and deliver a consistent operational relationship experience.

Additional Responsibilities for Merchant:

• Leverage deep understanding of merchant payments to identify and address client pain points for global merchants.
• Provide insights and best practices on merchant payment trends to help clients optimize their payment processes and enhance customer experiences.
• Collaborate with clients to implement eCommerce solutions that drive online sales and improve digital payment acceptance.
• Develop strategies to support clients in navigating the unique payments challenges of their business, including omnichannel integration, fraud prevention, and customer loyalty programs.
• Stay informed about the latest merchant payment technologies and innovations to provide clients with cutting-edge solutions.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Qualifications

Basic Qualifications

• 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD

Preferred Qualifications

• 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
• Analytical skills to extract and synthesize relevant 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 representing technical and/or business issues and solutions to influence audiences at multiple levels of an organization, including executives, in support of strategic business plans
• In-depth 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.

Intermediate proficiency in the following skills:

• Building client relationships - Build credibility and create trust-based relations and partner with clients to build their business
• Becoming customer centric - Listen to and prioritize customer needs to drive value realization and build trusted partnerships
• Success planning - Build measurable actions plans to help clients achieve their business goals and realize value from their products/solutions
• Client engagement - Communicate clearly and effectively with clients
• Proactiveness - Think ahead and take action
• Critical thinking - Take ownership over problems and find creative solutions to complex problems
• Experience working with merchants.
• Knowledge of merchant payment solutions and technologies.
• Proven track record of driving success for merchant clients.

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.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.