Client Solution Specialist, Receivables jobs in United States
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Chase · 1 month ago

Client Solution Specialist, Receivables

Chase is a leading financial services firm, and they are seeking a Client Solution Specialist to drive customer-centric strategies. The role involves collaborating with Sales teams to deliver tailored product solutions and acting as the voice of the customer to communicate their needs to the Product teams.

BankingFinancial Services

Responsibilities

Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap

Qualification

Treasury managementCash managementPayments industry knowledgeOpen banking conceptsSolution-based sellingExecutive level presentationAnalytical skillsNegotiation skillsWriting skillsTeam oriented

Required

7+ years Treasury, Cash Management sales and product management, development experience, with a focus on a Receivables product set
Strong technical expertise, payments industry knowledge, open banking concepts, and consultative experience to support complex solutioning and redesign sessions with clients and prospects
Strong executive level presentation skills, including ability to consult and sell at the C-level
Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
Ability to generate ideas to help coverage teams identify and navigate the development of new business and mobilize internal networks and resources in close coordination to support solution delivery
Strong writing and analytical skills to support Request for Proposal responses, presentation content and ROI analysis development

Preferred

Diligence to maintain up to date and accurate pipeline reports
Team oriented with ability to develop strong working relationships with clients, peers and cross-functional partners

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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