Strategic Client Success Lead

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 80,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte, NC seeks a Client Success Officer to own the post-sales experience for a portfolio of complex client relationships.

You’ll coordinate onboarding, implementations, ongoing service needs, and issue resolution across coverage, product, risk, and operations to deliver consistent value. You will lead cross-functional collaboration, prepare relationship reviews, and drive timely outcomes with clear communication and disciplined follow-through.

Qualifications

• Bachelor’s degree or 5 years of relevant experience in business operations, client service, sales support, or related field.
• Knowledge of treasury products and services.
• Proven ability to manage client expectations and resolve issues.
• Strong cross-functional collaboration and stakeholder management.

Responsibilities

• Contribute to strategic client reviews and long-term planning with coverage and sales on growth.
• Manage and resolve client escalations by coordinating stakeholders and driving timely outcomes.
• Coordinate and support project management for product implementations and service needs.
• Prepare relationship review materials with summaries and data visualizations.
• Maintain ongoing relationship routines with check-ins, actions and follow-ups.
• Facilitate project meetings for large implementations and migrations.
• Partner with risk and control teams on fraud prevention activities.
• Coordinate responses to requests for proposals and related actions.
• Support client meetings by communicating the value of the service model.
• Coordinate setup, invoicing, and billing for treasury and cash management products.
• Coordinate onboarding and renewals with coverage and operations, including due diligence.

Skills

Client interaction

Treasury products knowledge

Cross-functional coordination

Communication skills

Productivity tools

Education

Bachelor’s degree or 5 years relevant experience

MBA

Tools

PowerPoint

Excel

Project tracking tools

Video conferencing platforms

Job description

JPMorgan Chase & Co. in Charlotte, NC seeks a Client Success Officer to own the post-sales experience for a portfolio of complex client relationships.

You’ll coordinate onboarding, implementations, ongoing service needs, and issue resolution across coverage, product, risk, and operations to deliver consistent value. You will lead cross-functional collaboration, prepare relationship reviews, and drive timely outcomes with clear communication and disciplined follow-through.