Sr Manager, Global Client Insights

Posted 13 Days Ago
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San Francisco, CA
In-Office
154K-246K Annually
Senior level
Fintech • Information Technology • Payments
Join a world leader in payments and technology!
The Role
Oversee the client insights program, manage annual client engagement surveys, analyze data, and drive actionable improvements across functions.
Summary Generated by Built In
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 #LifeatVisa.

Job Description

Position Summary

In this highly visible role within the Global Sales and Commercial Operations team, you will oversee the client insights program, manage the annual client engagement survey, develop methods to collect more comprehensive feedback, and convert findings into measurable actions.  You will partner closely with Research partners, Technology, Sales Operations, and Marketing to design and launch surveys, connect data sources, surface trends for functional leaders, and operationalize closed-loop improvements across regions. You will also lead day-to-day ownership of our CEM platform (e.g., Medallia/Qualtrics)—driving adoption, integrations, training, and governance—while defining KPIs and reporting impact to senior stakeholders.

 

Essential Functions

The ideal candidate brings deep expertise and a proven track record delivering enterprise-scale Client Experience (CX) programs. In this Sr. Manager, Client Insights role, you will:

 

Program leadership and governance

  • Lead end-to-end management of the annual global client engagement survey (design, sampling, launch, QA, analysis, readouts) and drive closed-loop action plans at regional, country, and account levels.
  • Serve as the primary liaison across Research partners, Technology, Sales Operations, and Marketing to ensure on-time, high-quality execution and streamlined implementation.
  • Define and report program KPIs (e.g., response rates, NPS/relationship metrics, closed-loop SLAs, time-to-insight) to senior stakeholders.

Insight generation and activation

  • Analyze structured and unstructured feedback to identify drivers and root causes; translate insights into clear, prioritized recommendations and measurable actions.
  • Share and disseminate insights through briefs, dashboards, workshops, and executive readouts to improve client experience across functions.
  • Partner with leaders to track follow-through and impact of actions; iterate roadmaps based on outcomes.

Customer Experience Management platform ownership (Medallia/Qualtrics)

  • Lead implementation and evolution of the CEM platform and closed-loop feedback programs to better measure overall client experience.
  • Integrate the platform with sales tools and data sources; manage permissions, routing, and role-based access.
  • Drive awareness and utilization: design and deliver scalable enablement (workshops, videos, documentation, office hours) across regions.

Customer journey and survey strategy

  • Map priority customer journeys; design new touchpoint and relational surveys; expand the closed-loop system to key moments that matter.
  • Align and support a comprehensive, enterprise survey strategy—avoiding duplication, standardizing measures, and ensuring governance and privacy compliance.

Change management and communication

  • Elevate communication and adoption of insights across Visa through curated synthesis, storytelling, and targeted enablement.
  • Build and coordinate a virtual network of regional CX champions to scale best practices and ensure consistency.

This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. 

Qualifications

Basic Qualifications:

  • 7 years of work experience with a Bachelor’s Degree; 5 years of work experience with an Advanced degree (e.g. Masters/MBA/JD/MD) or at least 1 years of work experience with a PhD

Preferred Qualifications:

  • 7+ years of experience working in market research, experience in managing CX or VOC program is strongly preferred
  • Strong program management: gathering requirements, identifying milestones, project risks and other project management fundamentals
  • Exceptional data analysis capabilities: Proven ability to use analytics tools like Power BI, tableau, think cell etc.
  • Experience analyzing qualitative and quantitative data identify trends and develop improvement opportunities
  • Excellent written and verbal communication skills; Ability to communicate effectively with different levels within the organization as well as collaborate with cross-functional business partners and technical teams
  • Experience using different CRM tool and CEM platforms (such as Medallia and Qualtrics) is preferred
  • Proven ability to navigate a globally matrixed environment, with evidence of ability to influence outcomes across functions and levels of the organization
  • Process oriented, with a high attention to detail and quality on both internal team work and external products brought to market

Additional Information

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 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 will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY:  The estimated salary range for this position is $153,700 to $246,200 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.

Top Skills

Medallia
Power BI
Qualtrics
Tableau
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The Company
HQ: San Francisco, CA
33,000 Employees
Year Founded: 1958

What We Do

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

For more information, visit visa.com/about, @LifeatVisa Instagram, and @VisaNews on X.

Why Work With Us

At Visa, every voice powers progress. We believe inclusion fuels innovation — and that unique perspectives create better outcomes for our teams, our business, and the world we serve. With more than 13K members across our Employee Resource Groups, you’ll find community, allyship, and opportunities to lead, learn and make an impact beyond your desk.

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