Senior Client Implementation & Success Lead

Testing Site - JPMC; Ciudad de México; Presencial; MXN 480.000 - 780.000; Jornada completa

Descripción de la vacante

Testing Site - JPMC is seeking a proactive professional to coordinate client engagements and deliver treasury solutions. You will work with Clients, Sales, Product, Operations, and Client Service to ensure a seamless end-to-end client experience.

The role emphasizes scoping with clients, managing project status meetings, and documenting progress using tracking tools. Collaboration and strong communication are essential to success in this position.

Formación

• Cash management and treasury services preferred.
• Client-facing experience preferred.
• Excellent verbal and written business and technical communication skills to both clients and internal partners; ability to tailor messaging to relevant audiences.
• Excellent analytical skills and attention to detail required.
• Excellent time management and prioritization skills in a high pressure, competing-priority work environment.
• Able to work in a collaborative team environment and partner with colleagues.
• Willingness to learn and adaptable to change.
• Proficient in use of Microsoft products (Excel, Word, Project, PowerPoint)
• Effective issue resolution and escalation skills.
• Excellent time management and prioritization skills.

Responsabilidades

• Conduct scoping meeting(s) with client to ensure product requirements are understood and satisfied in accordance with the client's business needs, as well as, the firm's capabilities.
• Attend and lead client engagement including recurring project status meetings.
• Use tracking tools and systems to document current status, issues, and risks for all active projects.
• Serve as an effective point of escalation on behalf of client.
• Attend meetings and training as required to continue development and product knowledge.
• Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
• Adhere to all JPMorgan Chase department policy and procedures.

Conocimientos

Client-facing

Communication skills

Analytical skills

Time management

Prioritization

Team collaboration

Willingness to learn

Adaptability

MS Office proficiency

Herramientas

Microsoft Excel

Microsoft Word

Microsoft Project

PowerPoint

Descripción del empleo

Testing Site - JPMC is seeking a proactive professional to coordinate client engagements and deliver treasury solutions. You will work with Clients, Sales, Product, Operations, and Client Service to ensure a seamless end-to-end client experience.

The role emphasizes scoping with clients, managing project status meetings, and documenting progress using tracking tools. Collaboration and strong communication are essential to success in this position.