JPMorganChase · 4 weeks ago
Customer Success Manager - Associate
501 Union St Suite 300b, Nashville, TN, 37219, US
Full-time
Onsite
New Grad, Entry LevelJPMorganChase is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans. The Associate Customer Success Manager will support client relationship management, assist in delivering excellent client outcomes, and collaborate across teams to enhance the overall customer experience.
Asset ManagementBankingFinancial 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
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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
Company data provided by crunchbase