Strategic Client Success Lead

JPMorgan Chase & Co.; Chicago (IL); Presencial; USD 85 000 - 130 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. is seeking a Client Success Officer to manage end-to-end post-sales relationships for a portfolio of complex clients. You will coordinate onboarding, resolve escalations, and drive retention and responsible growth by aligning teams and delivering consistent service.

You will partner with coverage, product, implementation, and operations to set clear expectations, provide actionable insights, and ensure successful outcomes across studies and client reviews.

Qualificações

• Bachelor’s degree or 5 years in operations, client service, sales support, or a related role.
• Experience with treasury and cash management products and services.
• Experience interacting directly with clients, including setting expectations and communicating effectively in complex situations.
• Demonstrated ability to collaborate in cross-functional teams, manage conflict constructively, and adapt to change.
• Experience managing client issue resolution, including coordinating internal stakeholders to deliver timely outcomes.
• Ability to influence and mobilize cross-functional partners and communicate effectively with stakeholders at multiple levels of seniority.
• Working knowledge of Microsoft Office (including Excel, PowerPoint, and Project).
• Experience using collaboration tools (e.g., Zoom or Webex) to support effective client discussions.

Responsabilidades

• Contribute to strategic client reviews and long-term planning, and partner with coverage and sales teams on growth opportunities.
• Manage and resolve client escalations, issues, and service risks through coordinated action plans.
• Coordinate and project manage product implementations and service-related deliverables.
• Prepare relationship review materials, including clear summaries and client-ready visualizations from available data sets.
• Maintain recurring relationship management routines (e.g., touchpoints, action tracking, and follow-ups).
• Lead project meetings for large implementations and manage plans for changes such as migrations and pricing updates.
• Partner with risk and control stakeholders on client-related risk topics, including fraud prevention support where applicable.
• Coordinate and support responses to client requests for proposals (RFPs), where applicable.
• Participate in prospect and client meetings to explain the service model and set clear expectations.
• Coordinate setup, invoicing, and billing activities for treasury and cash management products.
• Partner with operational teams to support onboarding and periodic client reviews, including Know Your Client (KYC) refresh activities as required.

Conhecimentos

Client relationship management

Treasury and cash management knowledge

Cross-functional collaboration

Communication in complex situations

Microsoft Office

Zoom/Webex collaboration

Formação académica

Bachelor’s degree

MBA

PMP certification

Ferramentas

Microsoft Project

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

JPMorgan Chase & Co. is seeking a Client Success Officer to manage end-to-end post-sales relationships for a portfolio of complex clients. You will coordinate onboarding, resolve escalations, and drive retention and responsible growth by aligning teams and delivering consistent service.

You will partner with coverage, product, implementation, and operations to set clear expectations, provide actionable insights, and ensure successful outcomes across studies and client reviews.