Executive Director - Client Solutions & Customer Insights - Payments

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Testing Site - JPMC is seeking a Director-level Client Solution Specialist in Customer Insights within Commercial Banking Payments. You will lead promotions for our Customer Insights subscription software, leveraging advanced data analytics to drive customer-centric growth and strategic decisions.

Responsibilities include leading engagements, conducting needs assessments, delivering tailored demos, and guiding the full sales cycle.

Qualifications

• Minimum 10 years promoting data analytics software for financial services.
• 3+ years in B2B SaaS or data analytics sales.

Responsibilities

• Identify, prospect, and engage potential clients for the Customer Insights platform.
• Conduct needs assessments and deliver product demonstrations.
• Build relationships with Marketing, Analytics, Real Estate, and C-level executives.
• Manage full sales cycle from lead to closing.
• Collaborate with Product, Customer Success, Analytics for onboarding and satisfaction.
• Stay current on industry trends and product enhancements to articulate value.
• Achieve and exceed sales targets and metrics.

Skills

Data analytics

B2B sales

Communication

Negotiation

Client relationships

Sales cycle

Independent worker

Job description

Do you have a passion for technology, a consultative sales approach, and a proven track record in SaaS or data analytics sales? If so, you've found the right team!

As a Client Solution Specialist Director of Customer Insights within the Commercial Banking Payments team, you will lead the promotion of our cutting-edge Customer Insights subscription software platform. This platform utilizes advanced data analytics to empower businesses to enhance customer-centricity, accelerate growth, and make well-informed strategic decisions.

Job Responsibilities

• Identify, prospect, and engage potential clients across various industries to promote the Customer Insights subscription platform.
• Conduct needs assessments and deliver compelling product demonstrations tailored to client business objectives.
• Build and maintain strong relationships with decision-makers, including Marketing, Analytics, Real Estate, and C-level executives.
• Manage the full sales cycle from lead generation, qualification, proposal, negotiation, to closing.
• Collaborate with internal teams (Product, Customer Success, Analytics) to ensure seamless onboarding and client satisfaction.
• Stay current on industry trends, competitive landscape, and product enhancements to effectively position the software’s value.
• Achieve and exceed sales targets and performance metrics.

Required Qualifications, Capabilities, And Skills

• Minimum 10 years of experience promoting and implementing data analytics-driven software platforms, with a proven ability to drive customer-centric solutions, business growth, and strategic decision-making within the financial services, consumer banking, or payments industry.
• 3+ years of experience in B2B sales, in SaaS, data analytics, or technology solutions.
• Strong understanding of data analytics and its application in driving business growth and customer centricity.
• Excellent communication, presentation, and negotiation skills.
• Proven ability to manage complex sales cycles and build lasting client relationships.
• Self-motivated, goal-oriented, and able to work independently and as part of a team.