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Chase · 1 month ago

Customer Success Manager - Associate

501 Union St Suite 300b, Nashville, TN, 37219, US

Full-time

Onsite

New Grad, Entry Level

JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans for public and private companies. As an Associate Customer Success Manager, you will support the delivery of excellent client outcomes and manage customer relationships while collaborating across teams to enhance the overall customer experience.

BankingFinancial Services

Responsibilities

Support the management and nurturing of client relationships, assisting with day-to-day communications and issue resolution

Provide direct support to customer support activities, helping to resolve client queries and ensure timely, accurate responses

Participate in commercial conversations, helping to identify opportunities for upsell, cross-sell, and revenue growth

Assist in understanding client business needs and contribute to delivering tailored solutions

Help ensure exceptional service delivery and client satisfaction across assigned accounts

Collaborate with product, engineering, sales, and support teams to optimize the customer experience

Advocate for the voice of the customer, sharing feedback and insights to influence product and process improvements

Contribute to a culture of excellence, collaboration, and continuous learning within the team

Support the identification and resolution of risks, challenges, and opportunities within client accounts

Assist in analyzing customer feedback and market trends to inform team strategy and innovation

Communicate clearly and effectively with clients and internal stakeholders

Support the development and execution of account plans to achieve revenue and growth targets

Qualification

Customer success experienceClient relationship managementFinancial services experienceCloud-based software platformsAnalytical mindsetProactive approachCommunication skillsCollaborative teamworkOrganizational skills

Required

Experience in a customer success, client-facing, or relationship management role, ideally within financial services or technology-driven environments

Experience supporting customer support functions or resolving client queries

Strong written and verbal communication skills, with the ability to engage clients and internal teams

Demonstrated ability to work collaboratively within cross-functional teams

Proactive, results-oriented approach with a commitment to client success

Strong organizational skills and attention to detail

Analytical mindset, with the ability to interpret customer feedback and market trends

Interest in advocating for the customer and contributing to product or process improvements

Preferred

Bachelor's degree in economics, business, or a related field

Experience with cap table management, equity plan management, or the venture ecosystem is a plus

Experience with cloud-based software platforms

Project management experience or strong organizational skills

Success-oriented mindset with a focus on customer satisfaction and continuous improvement

Company

Chase

Glassdoor3.9

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

Founded in 2000

New York, New York, USA

10001+ employees

https://www.chase.com/

Funding

Current Stage

Late Stage

Leadership Team

Mike McDonnell

Managing Director, Head of Chase Travel Platform Product

Nicole Sanchez

Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products

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Company data provided by crunchbase