Client Services Consultant Jobs
Client services consultant jobs are open across financial services, healthcare, technology, consulting, and insurance, from entry-level associate to senior and director, with specializations in account management, customer success, and implementation consulting. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 37+ Client Services Consultant jobs
About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Job Description
Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients.
The NA Consulting Practice within VCA provides consulting and solution services for Visa’s largest issuers in the United States. We apply deep expertise in the banking, payments & analytics industry to provide impactful to assist clients with their key business priorities, drive growth and improve profitability. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and managing risk.
The VCA team is looking for a Senior Manager to join our Super Regional segment and play a role in developing high impact projects for Visa’s clients in the North America region. The potential candidate will be responsible for selling consulting engagements as well as delivering and implementing projects and solutions with large US Financial Institutions / Issuing Banks. This person will develop initiatives to promote sustainable and profitable growth, thereby ensuring that Visa is both, the preferred brand and unique business partner.
Most engagements are focused on developing strategies for our clients e.g. market penetration strategies, profitability analysis, segmentation, growth, product development, program launch, customer acquisition, customer life cycle optimization, retention & enhancements.
Specific responsibilities include:
- Proactively engage with Visa internal teams in regular strategic & planning discussions.
-
Managing a sales pipeline within an identified list of client targets and selling consulting work against a sales target of 2-3M annually.
- Collaboration with other Visa teams for account planning, including Account Executives and Client Marketing, as well as other VCA delivery teams.
- Leads initiatives to identify potential opportunities with Issuing Bank and Credit Union partners and contributes to closing deals for engagement work.
- Work with other delivery partners to determine collaborative Visa solutions that can help Clients solve their key growth initiatives.
- Maintains internal records in various systems for pricing approvals, internal routing and legal/funding approvals, and updating for proper revenue recognition.
-
Lead consulting project work, which involves:
- Playing a leadership role on project work to identify required timelines, resources, SME’s, etc. to align with key elements as defined in a Business Initiative Addendum/Statement of Work.
- Developing frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges.
- Build solutions and actionable insights that will help clients to grow their portfolios and customer engagement in their core business.
- Partner with peers in other functional areas (marketing, sales, risk, innovation, new flows) and across global teams to execute projects in ways that leverage the breadth and depth of Visa’s resources.
- Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments.
- Ability to effectively manipulate and analyze large data sets (industry and Visa) to determine meanings insights and recommendations for clients.
- Build new scalable solutions, toolkits, best practice documents and consulting approach that can be applied across VCA practice.
Incumbents applying for the role should be self-motivated, highly energized, detail-oriented individuals who will deliver strategic thought leadership, problem diagnostics and high impact solutions to clients support the growth and performance. Candidates must be able to develop enduring, strategic relationships with internal and external clients and across the Visa organization. The ideal candidate will be able to juggle multiple tasks, have demonstrated experience closing sales, and understand the debit/credit payments space and nuances within the Super Regional client segment. This is hybrid role reporting into a VCA Senior Director. Open to considering other Visa office locations with the right experience.
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.Qualifications
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.U.S. Applicants Only
The estimated salary range for this position is $130,600 to $221,600 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 Hours
Varies upon the needs of the department.
Travel Requirements
This position requires travel 5-10% of the time.
Mental/Physical Requirements
This 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.
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 protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Job Description
Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients.
The NA Consulting Practice within VCA provides consulting and solution services for Visa’s largest issuers in the United States. We apply deep expertise in the banking, payments & analytics industry to provide impactful to assist clients with their key business priorities, drive growth and improve profitability. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and managing risk.
The VCA team is looking for a Senior Manager to join our Super Regional segment and play a role in developing high impact projects for Visa’s clients in the North America region. The potential candidate will be responsible for selling consulting engagements as well as delivering and implementing projects and solutions with large US Financial Institutions / Issuing Banks. This person will develop initiatives to promote sustainable and profitable growth, thereby ensuring that Visa is both, the preferred brand and unique business partner.
Most engagements are focused on developing strategies for our clients e.g. market penetration strategies, profitability analysis, segmentation, growth, product development, program launch, customer acquisition, customer life cycle optimization, retention & enhancements.
Specific responsibilities include:
- Proactively engage with Visa internal teams in regular strategic & planning discussions.
-
Managing a sales pipeline within an identified list of client targets and selling consulting work against a sales target of 2-3M annually.
- Collaboration with other Visa teams for account planning, including Account Executives and Client Marketing, as well as other VCA delivery teams.
- Leads initiatives to identify potential opportunities with Issuing Bank and Credit Union partners and contributes to closing deals for engagement work.
- Work with other delivery partners to determine collaborative Visa solutions that can help Clients solve their key growth initiatives.
- Maintains internal records in various systems for pricing approvals, internal routing and legal/funding approvals, and updating for proper revenue recognition.
-
Lead consulting project work, which involves:
- Playing a leadership role on project work to identify required timelines, resources, SME’s, etc. to align with key elements as defined in a Business Initiative Addendum/Statement of Work.
- Developing frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges.
- Build solutions and actionable insights that will help clients to grow their portfolios and customer engagement in their core business.
- Partner with peers in other functional areas (marketing, sales, risk, innovation, new flows) and across global teams to execute projects in ways that leverage the breadth and depth of Visa’s resources.
- Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments.
- Ability to effectively manipulate and analyze large data sets (industry and Visa) to determine meanings insights and recommendations for clients.
- Build new scalable solutions, toolkits, best practice documents and consulting approach that can be applied across VCA practice.
Incumbents applying for the role should be self-motivated, highly energized, detail-oriented individuals who will deliver strategic thought leadership, problem diagnostics and high impact solutions to clients support the growth and performance. Candidates must be able to develop enduring, strategic relationships with internal and external clients and across the Visa organization. The ideal candidate will be able to juggle multiple tasks, have demonstrated experience closing sales, and understand the debit/credit payments space and nuances within the Super Regional client segment. This is hybrid role reporting into a VCA Senior Director. Open to considering other Visa office locations with the right experience.
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.Qualifications
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.U.S. Applicants Only
The estimated salary range for this position is $130,600 to $221,600 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 Hours
Varies upon the needs of the department.
Travel Requirements
This position requires travel 5-10% of the time.
Mental/Physical Requirements
This 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.
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 protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.See All 37 Client Services Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsClient Services Consultant Job Market
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Insurance
- Construction & Real Estate
- Accounting & Auditing
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in client services consultant jobs.
- Bachelor's degree in business, communications, marketing, or a related field
- Two or more years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong written and verbal communication skills for executive-level client interactions
- Ability to manage multiple client accounts and competing priorities simultaneously
- Experience with onboarding new clients and driving product or service adoption
Tips for Your Client Services Consultant Job Search
Quantify client outcomes on your resume
Client services consultant roles reward measurable results, so replace vague duties with specific outcomes like retention rates improved, renewal cycles shortened, or escalations resolved. Hiring managers want evidence you move the needle for accounts, not just that you managed them.
Tailor your resume to each vertical
A client services consultant resume for a SaaS company reads differently from one targeting a financial services firm. Swap in industry terminology, relevant tools, and the client types you've handled so your application doesn't read like a generic submission.
Apply early to roles that fit
Migrate Mate lists client services consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by account portfolio size
Client services consultant postings vary widely from managing a handful of enterprise accounts to hundreds of SMB clients. Match your experience to the portfolio model in the job description so you're not underselling a high-touch background or overreaching for a volume-driven role.
Prepare a client scenario for interviews
Most client services consultant interviews include a behavioral prompt about a difficult client or a renewal at risk. Walk in with a specific, structured example that shows how you diagnosed the issue, communicated with stakeholders, and drove a resolution, because interviewers will push for details.
Negotiate using scope, not just base pay
When negotiating a client services consultant offer, ask about the account load, escalation support structure, and performance review timeline, since these factors shape your day-to-day and your path to promotion as much as your starting compensation does.
Client Services Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most client services consultants?
The most active employers for client services consultants right now are MetLife, CBRE, and Visa, and the most openings are in Florida, Illinois, and North Carolina, based on current listings on Migrate Mate as of August 2026. Demand is concentrated in financial services, technology, and management consulting firms.
How many client services consultant jobs are remote?
About 71% of client services consultant openings are fully remote or hybrid as of August 2026, reflecting broad employer flexibility across the role. Customer success and implementation-focused positions tend to offer the most remote availability, while roles tied to on-site client relationship management are more likely to require in-person presence.
How do you become a client services consultant?
Start by earning a bachelor's degree in business, communications, or a related field, then build experience in a customer-facing role such as account coordinator, customer support specialist, or inside sales. From there, develop fluency in CRM tools, practice translating client needs into internal action, and pursue roles with progressively larger or more complex account portfolios to advance into a full consultant title.
Can you get a client services consultant job with little experience?
Yes, entry-level client services consultant roles exist, especially at companies that hire associates and train them on internal processes. Candidates with internship experience in account support, strong communication skills, and familiarity with CRM software are competitive for these openings. Highlighting any experience where you resolved client or customer issues directly, even in a part-time or volunteer context, strengthens your application considerably.
What does the client services consultant interview process look like?
The process typically starts with a recruiter screen focused on your background and communication style, followed by a hiring manager interview that explores how you handle client relationships, escalations, and competing priorities. Later rounds often include a panel with cross-functional team members or a case-style scenario where you walk through how you'd manage a specific client situation. Reference checks are common before an offer.
Where can I find and apply to client services consultant jobs?
You can find and apply to client services consultant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, industry background, and preferred location, then apply directly to each listing that fits.
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