Payments Client Manager - Technology Sales - Vice President

JPMorganChase; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in San Francisco seeks a Payments Client Manager to oversee a portfolio of complex client relationships, partnering with treasury and finance stakeholders to deliver measurable outcomes and a world-class client experience.

You will collaborate across the Global Corporate Bank with sales, product, service, onboarding, credit, and bankers to align resources, manage reviews, and drive revenue while maintaining risk controls. Strong communication and analytical skills are essential.

Qualifications

• 5+ years of experience in client management, sales, or a related role.
• Strong understanding of payments products and payments industry dynamics.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Analytical mindset with the ability to identify growth opportunities and optimize processes.
• Proficiency in CRM software and Microsoft Office Suite

Responsibilities

• Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.
• Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.
• Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship.
• Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.
• Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.
• Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.

Skills

Client management

Payments knowledge

CRM software

Communication skills

Analytical mindset

Tools

Microsoft Office Suite

CRM software

Job description

JOB DESCRIPTION

JOB DESCRIPTION
As a Payments Client Manager (PCM), you will manage a portfolio of complex client relationships—serving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. You'll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.
In this role, you act as the client's advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. You'll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal action—navigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention, product adoption, and sustained relationship growth.
Job Responsibilities

• Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.
• Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.
• Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship.
• Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.
• Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.
• Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.
• Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.
  

Required Qualifications, Capabilities, And Skills

• 5+ years of experience in client management, sales, or a related role
• Strong understanding of payments products and payments industry dynamics
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office SuitAs a Payments Client Manager (PCM), you will manage a portfolio of complex client relationships—serving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. You'll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.
  

In this role, you act as the client's advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. You'll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal action—navigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention, product adoption, and sustained relationship growth.
Required Qualifications, Capabilities, And Skills

• 5+ years of experience in client management, sales, or a related role
• Strong understanding of payments products and payments industry dynamics
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office Suite
  

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.
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.