Enterprise Technology Payments Sales Associate

Testing Site - JPMC; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in San Francisco seeks a Payments Sales Support Associate within the Enterprise Technology Sales team to support Payments Sales Managers and Payments Client Managers. The role is key to expanding client relationships and executing sales processes.

You will assist in client presentations, analyze data for insights, and collaborate with Sales to identify growth opportunities while ensuring compliant, high‑quality outputs.

Qualifications

• 2+ years of experience in sales, client management or related field.
• Strong organizational and multitasking abilities with attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Excel, PowerPoint, Word and CRM software.
• Ability to analyze data and generate actionable insights.
• Self-motivated and able to work independently or with a team.

Responsibilities

• Assist in creating and customizing client presentations for Sales initiatives.
• Analyze data to provide insights for client development strategies.
• Collaborate with sales teams to identify opportunities and prepare proposals.
• Support account planning and documentation for reviews and strategy sessions.
• Schedule and coordinate client calls and meetings for Sales.
• Prepare client briefings and document call reports with action items.
• Monitor and update the Sales pipeline with accurate data.
• Provide status updates on Sales opportunities to the team.
• Identify bottlenecks in the sales process and suggest improvements.
• Operate with a risk-based mindset ensuring compliance and controls.

Skills

Organizational skills

Multitasking

Communication skills

Interpersonal skills

Data analysis

Independent working

Team collaboration

Tools

CRM software

Microsoft Office

Job description

Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.

As a Payments Sales Support Associate in the Enterprise Technology Sales team, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs). This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.

Job Responsibilities:

• Assist in the creation and customization of client presentations to support Sales initiatives
• Conduct data analysis to provide insights and recommendations for client development strategies
• Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
• Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
• Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
• Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and 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 and controls
• Ensure quality output of work product in accordance with brand and company standards

Required qualifications, skills and capabilities:

• 2+ years of experience in a sales, client management, relationship management or related field
• Strong organizational and multitasking skills with attention to detail
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
• Ability to analyze data and generate actionable insight
• Self-motivated and able to work independently as well as part of a team

Preferred qualifications, skills and capabilities:

• 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.