Job DescriptionWe are seeking an experienced and client-focused Senior Consultant, Client Success Manager to manage strategic relationships with large banking clients, including Tier 1 and Tier 2 financial institutions. Based in Austin, US, this individual contributor role will be responsible for helping clients realize long-term value from Pismo's platform, driving product adoption, supporting operational excellence, and serving as a trusted advisor across the client lifecycle. The ideal candidate has strong experience in client success, account management, or financial technology, with the ability to engage senior client stakeholders, coordinate cross-functional teams, and translate client needs into actionable outcomes.
Key Responsibilities:
- Manage Strategic Banking Relationships: Own the day-to-day and strategic client success relationship for Tier 1 and Tier 2 banking clients, building trusted partnerships with business, operational, and technical stakeholders.
- Drive Client Outcomes & Product Adoption: Partner with clients to understand their goals, promote adoption of Pismo solutions, and ensure they realize measurable value from the platform.
- Develop Client Success Plans: Create and maintain success plans, account rhythms, and engagement strategies that align client priorities with Pismo capabilities and business objectives.
- Coordinate Cross-Functional Execution: Work closely with Product, Technology, Sales, Implementation, Operations, and Support teams to resolve client needs, manage escalations, and deliver a seamless client experience.
- Serve as the Voice of the Client: Capture client feedback, identify recurring themes, and influence internal priorities to improve products, processes, and service delivery.
- Monitor Client Health & Risk: Use data, client feedback, and operational indicators to assess client health, anticipate risks, and proactively drive mitigation plans.
- Support Executive Engagement: Prepare and participate in senior-level client discussions, business reviews, and strategic planning conversations with large banking clients.
- Enable Growth and Expansion: Partner with Sales and Account teams to identify opportunities for deeper adoption, new capabilities, geographic expansion, or additional use cases.
- All roles require digital fluency, including the ability to work with emerging technologies such as Generative AI tools (e.g. ChatGPT, Microsoft Copilot) to support everyday work.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.
QualificationsBasic 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
- 8 or more years of relevant Client Success Experience: experience in client success, account management, relationship management, consulting, or related roles within SaaS, fintech, payments, banking, or technology sectors with a Bachelor's 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
- Banking Client Expertise: Demonstrated experience managing complex enterprise clients, preferably large banks, financial institutions, or other highly regulated organizations.
- Individual Contributor Leadership: Proven ability to lead through influence, drive outcomes without direct people management responsibility, and coordinate stakeholders across matrixed teams.
- Relationship Management: Strong executive presence and ability to build trusted relationships with senior client stakeholders, operational teams, and technical counterparts.
- Strategic & Analytical Skills: Ability to use data, client insights, and business context to assess client health, prioritize actions, and recommend solutions.
- Technical Acumen: Comfortable discussing platform capabilities, integrations, APIs, operational processes, and performance topics with clients and internal teams.
- Communication & Influence: Excellent written and verbal communication skills, with the ability to simplify complex topics and influence both client and internal stakeholders.
- Execution & Ownership: Highly organized and accountable, with the ability to manage multiple priorities, escalations, and client initiatives in a fast-paced environment.
- Location: Based in Austin, US, with ability to collaborate effectively with local, regional, and global teams.
- Travel: Willingness to travel for client meetings, business reviews as needed.
- Experience in building credibility and creating trust-based relations; partnering with clients to build their business.
- Experience in listening to and prioritizing customer needs to drive value realization and build trusted partnerships.
- Experience in building measurable action plans to help clients achieve their business goals and realize value from their products/solutions.
- Experience in communicating clearly and effectively with clients.
- Experience in thinking ahead and taking action.
- Experience in taking ownership over problems and finding creative solutions to complex problems.
U.S. Applicants OnlyThe estimated salary range for this position is $134.800,00 to $ 216.100,00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Work HoursVaries upon the needs of the department.
Travel RequirementsThis position requires travel 5-10% of the time.
Mental/Physical RequirementsThis position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
