Manager, Client Consulting

Overview: The Manager, Benchmarking & Portfolio Optimizers, is responsible for end‑to‑end ownership of complex benchmarking and portfolio optimization engagements, delivering high‑quality, client‑ready insights while driving consistency, efficiency, and scalability across the practice. The role operates with a high degree of autonomy and is accountable for client outcomes, analytical rigor, and delivery excellence.

Key Responsibilities: This role also plays a key part in advancing AI‑enabled and agent‑based delivery models, helping modernize how benchmarking and optimizer work is executed at scale.

Client Delivery & Analytical Ownership:

• Own end‑to‑end delivery of Benchmarking and Portfolio Optimizer engagements (e.g., CCPO, CDPO, SBPO), including problem framing, analytical design, execution oversight, quality assurance, and client delivery.
• Translate complex analytical outputs into clear, defensible insights and narratives, and present findings to senior issuer stakeholders.
• Apply standardized Benchmarking and Optimizer methodologies, ensuring correct use of metrics, segmentation logic, eligibility criteria, and assumptions.

AI‑Enabled Delivery & Automation:

• Design, implement, and apply AI‑enabled workflows and agent‑based tools to improve efficiency, consistency, and scalability across benchmarking and optimizer engagements.
• Partner with leadership to define future‑state delivery models, including automation of data validation, analysis, deck creation, and insight generation.
• Identify opportunities to reduce rework and cycle time through intelligent tooling and process improvements.

Operational Excellence & Quality Control:

• Ensure high standards of analytical rigor, accuracy, and compliance across all deliverables.
• Exercise sound judgment to validate outputs, challenge assumptions, and resolve complex analytical or client issues.
• Drive consistent application of best practices, templates, and frameworks across engagements.

Collaboration & Team Enablement:

• Collaborate closely with Directors, Analytics, Product, and Sales teams to align delivery with client needs and business priorities.
• Serve as a point of guidance and escalation for Analysts, providing review, direction, and coaching as needed (people leadership responsibilities may vary by role design).

Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.

Basic Qualifications:

• 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD.

Preferred Qualifications:

• 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD.
• Deep expertise in benchmarking and portfolio optimization analytics (e.g., spend, growth, engagement, attrition, segmentation‑based diagnostics).
• Proven ability to independently own complex workstreams and deliver outcomes with minimal oversight.
• Strong analytical judgment and attention to detail.
• Experience applying AI tools, automation, or agent‑based solutions to analytical or consulting workflows.
• Executive‑ready communication and stakeholder management skills.

Information for US Applicants

For roles located in the US, the estimated salary range for this position is $122,400 to $195,300 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.