Customer Success Senior Associate - WorkSmarter

JP Morgan Chase; City of Rochester (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

JPMorganChase in New York seeks a Customer Success Senior Associate to partner with senior leaders, translate business priorities into adoption plans, and drive measurable outcomes using workplace technologies. The role demands executive presence and strong storytelling across campaigns and events.

You will lead high-profile engagements, align stakeholders, and deliver adoption programs that demonstrate value, working with multiple teams to ensure a smooth customer experience.

Qualifications

• 4+ years in Customer Success, management consulting, strategy, transformation, financial services, or technology.
• Strong strategic problem-solving to structure ambiguous challenges.
• Executive presence and communication to engage senior leaders and large audiences.
• Experience leading engagements from discovery to adoption and follow-through.
• Ability to simplify complex topics with PowerPoint and executive storytelling.
• Ability to learn emerging technologies and relate them to business priorities.

Responsibilities

• Lead end-to-end customer engagements with senior leaders across functions.
• Build trusted relationships and understand priorities, adoption opportunities, and success measures.
• Advise executives on opportunities to improve productivity and collaboration.
• Design executive-ready presentations, workshops, and adoption plans.
• Develop multi-month adoption campaigns with sponsoring leaders.
• Present across settings from one-to-ones to large forums and events.
• Coordinate cross-functional partners to deliver a cohesive customer experience.
• Create playbooks and toolkits to scale successful engagements.

Skills

Executive presence

Strategic problem-solving

Excellent communication

Delivery leadership

Storytelling/presentation

Change management

Tools

Microsoft 365

Copilot

Zoom

Job description

Customer Success Senior Associate - WorkSmarter

New York, NY, United States

Job Information

• Job Identification 210799048
• Job Category Customer Success
• Business Unit Corporate Sector
• Posting Date 10/29/2026, 02:21 PM
• Locations 237 Park Ave, New York, NY, 10017, US
• Job Schedule Full time

Job Description

Job Description

As a Customer Success Senior Associate in Employee Experience, you will partner directly with organizations and senior leaders to improve how their teams work and help them realize greater value from workplace technologies. You will lead high-profile engagements, build trusted relationships, and apply strategic thinking to translate business priorities into tailored experiences, adoption plans, and measurable outcomes. This highly visible role requires executive presence and the confidence to engage leaders one-to-one, facilitate leadership teams, and represent WorkSmarter at major forums and events.

Job responsibilities

• Lead end-to-end customer engagements for senior leaders, Lines of Business, and corporate functions, from discovery and alignment through delivery, adoption, follow-up, and measurement.
• Build and manage trusted relationships with a portfolio of organizations and senior leaders, maintaining a strong understanding of their priorities, employee needs, adoption opportunities, and measures of success.
• Advise executives and leadership teams on practical opportunities to improve productivity, strengthen collaboration, and adopt AI-enabled ways of working.
• Design and deliver executive-ready presentations, demonstrations, workshops, and adoption plans tailored to each customer's priorities and audience needs.
• Develop multi-month adoption campaigns with sponsoring leaders, combining curated content, live experiences, and clear success measures to convert executive sponsorship into broader adoption.
• Present confidently across settings, from executive one-to-ones to leadership forums, conferences, offsites, town halls, and other large-scale events.
• Coordinate product, change, communications, design, research, learning, and support partners to deliver a cohesive customer experience, while routing feedback and adoption barriers to product owners and vendors.
• Build reusable playbooks, toolkits, and frameworks that scale successful engagements, while managing multiple high-profile priorities and guiding junior team members.

Required qualifications, capabilities, and skills

• 4+ years of experience in Customer Success, Management Consulting, Strategy, Transformation, Financial Services, or Technology, with experience supporting complex customer or stakeholder needs.
• Strong strategic problem-solving skills, including the ability to structure ambiguous challenges and translate them into clear recommendations, narratives, and action plans.
• Exceptional executive presence and communication skills, with the confidence to engage senior leaders, facilitate leadership teams, and present to large audiences.
• Experience leading customer, client, or stakeholder engagements from discovery and alignment through executive-ready delivery, adoption, and follow-through.
• Ability to simplify complex business and technology topics through practical recommendations, advanced PowerPoint skills, and compelling executive storytelling.
• Ability to quickly learn emerging technologies and connect their capabilities to business priorities, employee needs, and practical ways of working.
• Experience with change management, customer adoption, or technology enablement programs that drive measurable behavior change.

Preferred qualifications, capabilities, and skills

• Experience in strategy or management consulting, or in a strategic Customer Success role supporting senior leaders and complex organizations.
• Strong working knowledge of Microsoft 365, Copilot, Zoom, and other productivity tools, with hands-on experience applying AI to business challenges.
• Experience leading advisory boards, employee communities, champion networks, or large-scale presentations and demonstrations.
• Familiarity with JPMorganChase Lines of Business, governance, and senior leadership forums.
• Experience partnering with technology vendors, learning teams, and communications programs to scale adoption.
• Experience coaching or managing analysts or associates.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.