CRM Analytics Lead — VP, Data-Driven Insights & Dashboards

JPMorganChase; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorganChase Workplace Solutions (JPMWS) in New York seeks a CRM Analytics Lead to drive reporting automation and analytics, partnering with CRM leadership to deliver data-driven insights on client satisfaction, revenue, and pipeline activity. The role blends project management with hands-on technical skills in Python, VBA and advanced Excel, translating data into executive narratives.

You will develop scalable tools and dashboards, manage governance, and present executive-ready decks to senior

Qualifications

• Bachelor's degree in Business, Finance, Analytics, Information Systems, or related field preferred.
• 2+ years experience in business management, analytics, business transformation, project management, consulting, or a similar role in a fast-paced environment.
• Advanced Excel and PowerPoint skills (Pivot Tables, complex formulas, structured models, executive-ready slide design).
• Demonstrated experience building reporting automation and repeatable analytics solutions using Python and/or VBA.

Responsibilities

• Design and maintain automated reporting solutions for CRM leadership and client teams, improving speed, accuracy, and consistency of recurring deliverables.
• Build and enhance analytics dashboards and KPI frameworks with clear definitions and governance.
• Develop repeatable data pipelines and analysis workflows using Python and/or VBA, with strong documentation and controls.
• Identify data quality gaps and partner with stakeholders to improve source-of-truth alignment, metric definitions, and reporting processes.
• Produce high-quality, data-driven PowerPoint materials for senior leadership updates, client strategy discussions, and business reviews.
• Create visualizations and 'story-first' decks that connect results, drivers, risks, and recommended actions.
• Manage presentation timelines in a fast-paced environment, ensuring accuracy, design excellence, and message discipline.
• Project manage key workstreams that support the CRM operating model, including strategic initiatives and rollout of new tools/workflows.
• Maintain core project artifacts and drive timely decision-making and escalation.
• Partner with CRM leadership, product partners, operations, and technology teams to define future-state workflows.
• Coordinate business rhythms (monthly/quarterly reviews, leadership readouts, planning sessions) including agenda setting, content development, and follow-ups.
• Identify, elevate, and help mitigate operational risks related to reporting, data handling, and recurring deliverables; implement sustainable controls.
• Drive continuous improvement through simplification, standardization, and automation.

Skills

Advanced Excel

PowerPoint

Python

VBA

Project management

Stakeholder mgmt

Communication

Attention to detail

Education

Bachelor's degree in Business, Finance, Analytics, Information Systems, or related field

Tools

Tableau

Power BI

Alteryx

Job description

JPMorganChase Workplace Solutions (JPMWS) in New York seeks a CRM Analytics Lead to drive reporting automation and analytics, partnering with CRM leadership to deliver data-driven insights on client satisfaction, revenue, and pipeline activity. The role blends project management with hands-on technical skills in Python, VBA and advanced Excel, translating data into executive narratives.

You will develop scalable tools and dashboards, manage governance, and present executive-ready decks to senior