Director - Client Success and Business Planning
Core
Lead individual contributor managing holistic post-sale client services, portfolio strategy, and business planning to drive operational solutions and sustainable growth for assigned clients.
Role type
Senior IC Director, Client Success and Business Planning
Builds
Operational solutions, client success plans, and strategic initiatives for payment clients
Domain
Payments technology and financial services
Required skills
Portfolio strategy, business planning, data analysis, cross-functional leadership, client advocacy, strategic guidance, operational execution, thought leadership, crisis management, client education
Preferred skills
Strategic initiative implementation, global/regional team collaboration, transformation program leadership
Technologies
Generative AI tools (ChatGPT, Microsoft Copilot, Claude), self-service tools
Responsibilities
Drive portfolio governance and performance tracking; Support business planning and reporting processes; Coordinate cross-functional execution of strategic priorities; Provide analytical and operational support to leadership; Oversee implementation of new Visa products; Build and sustain trusted client advocate status; Drive initiatives to improve client adoption; Provide thought leadership on market trends; Establish working relationships with subject matter experts; Develop client education and training materials; Lead periodic operational reviews; Act as escalation point for significant issues; Support cross-functional initiatives to improve client experience; Proactively identify opportunities to optimize client performance; Coordinate with global and regional teams; Lead implementation of key strategic initiatives
Seniority
Director, Senior IC