Payments Sales & Client Solutions Associate

JPMorganChase; San Francisco (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorganChase in San Francisco is seeking a Sales Associate to support Sales Managers and Client Managers by coordinating sales activity, preparing client materials, and tracking pipeline progress. You'll partner with cross-functional teams to ensure sales processes run efficiently and accurately.

You will apply disciplined execution and risk awareness as you support deal activity and ongoing client coverage, helping drive retention and growth while expanding your commercial and analytical

Qualifications

• 2+ years in sales support, sales, client management, or related field.
• Strong organizational and multitasking skills with attention to detail.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to collaborate with internal partners.
• Proficiency in Microsoft Office Suite and CRM tools.
• Ability to analyze data and generate actionable insights.

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

Skills

Sales support

Attention to detail

Multitasking

Written & verbal communication

Team collaboration

Independent work

Tools

Microsoft Office Suite

CRM tools

Job description

JPMorganChase in San Francisco is seeking a Sales Associate to support Sales Managers and Client Managers by coordinating sales activity, preparing client materials, and tracking pipeline progress. You'll partner with cross-functional teams to ensure sales processes run efficiently and accurately.

You will apply disciplined execution and risk awareness as you support deal activity and ongoing client coverage, helping drive retention and growth while expanding your commercial and analytical