Enterprise Technology Payments Sales Associate

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Sales Associate in the Enterprise Technology sales organization in San Francisco.

You will support Sales Managers by coordinating sales activity, preparing client materials, and tracking pipeline progress to drive retention and growth. You will partner with cross-functional teams to ensure sales processes run efficiently, applying disciplined execution and risk awareness in deal activity and client coverage.

Qualifications

• Minimum 2 years of experience in sales support or related field.
• Strong organizational and multitasking skills with attention to detail.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and collaboration with internal partners.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word).
• CRM tools experience to maintain accurate, timely records.
• Ability to analyze data and generate actionable insights.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong judgment with risk awareness, compliance and controls.
• High standards for quality and accuracy in written materials.

Responsibilities

• Create and customize client presentations to support sales initiatives.
• Conduct data analysis to provide insights for client development strategies.
• Collaborate with internal partners to identify opportunities for client growth.
• Document deal solutions and proposals for client presentations and negotiations.
• Support development and maintenance of account plans and documentation for reviews.
• Schedule and coordinate client calls and meetings with logistics handled efficiently.
• Prepare and distribute client briefings and document call reports.
• Monitor and update the sales pipeline with timely data entry.
• Track progress of sales opportunities and provide regular status updates.
• Identify bottlenecks in the sales process and suggest improvements.
• Operate with a risk-based mindset with adherence to compliance and quality standards.

Skills

Sales support experience

Organizational skills

Communication skills

CRM proficiency

Microsoft Office

Data analysis

Multitasking

Risk awareness

Independent work

Tools

CRM tools

Microsoft Office Suite

Job description

Join our sales organization and help support strong client partnerships in a fast-paced environment. You’ll work closely with sales and cross-functional partners to keep sales activity moving smoothly and deliver a consistently strong client experience. You’ll build commercial and analytical skills while strengthening your process discipline and attention to detail. We invest in training and development so you can continue to grow your career with us.

As a Sales Associate in the Enterprise Technology sales organization, you will support Sales Managers and Client Managers by coordinating sales activity, preparing client materials, and tracking pipeline progress to help drive retention and growth. You’ll partner with cross-functional teams to ensure sales processes run efficiently and accurately. You’ll apply disciplined execution and risk awareness as you support deal activity and ongoing client coverage.

Job responsibilities

• Create and customize client presentations to support sales initiatives
• Conduct data analysis to provide insights and recommendations for client development strategies
• Collaborate with internal partners to identify opportunities for client growth and engagement
• Document deal solutions and proposals and prepare materials for client presentations and negotiations
• Support the development and maintenance of account plans and documentation for account reviews and strategy sessions
• Schedule and coordinate client calls and meetings, ensuring logistics are handled efficiently
• Prepare and distribute client briefings before meetings, and document and distribute call reports capturing action items
• Monitor and update the sales pipeline, ensuring accurate and timely data entry
• Track the progress of sales opportunities and provide regular status updates to the sales team
• Identify potential bottlenecks in the sales process and suggest improvements
• Operate with a risk-based mindset with strict adherence to compliance, controls, and quality standards

Required qualifications, capabilities, and skills

• 2+ years of experience in sales support, sales, client management, relationship management, or a related field
• Strong organizational and multitasking skills with attention to detail
• Excellent written and verbal communication skills
• Strong interpersonal skills and the ability to collaborate effectively with internal partners
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
• Proficiency in Cust Relationship Mgmt (CRM) tools to maintain accurate, timely records
• Ability to analyze data and generate actionable insights
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong judgment and a consistent focus on risk awareness, compliance, and controls
• High standards for quality and accuracy in written materials and work product
• Self-motivated and able to work independently as well as part of a team

Preferred qualifications, capabilities, and skills

• Payments experience

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.