
at J.P. Morgan
Bulge Bracket Investment BanksPosted 7 days ago
No clicks
**Customer Success Associate - CDAO Client Engagement** midline role ensuring customers achieve desired outcomes on JPMorganChase's Data & AI Platform. Collaborate cross-functionally, provide clear guidance, resolve issues, drive self-service tool adoption (2+ years' customer success experience required). Expected to troubleshoot, document, and train users; expertise in data, platform concepts, and strong communication skills essential.
- Compensation
- Not specified USD
- City
- Jersey City
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Jersey City, NJ, United States
- Helps execute product adoption, expansion, and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
- Serves as the first line of support for the firmwide Data & AI Platform, triaging and resolving user inquiries.
- Builds a comprehensive understanding of capabilities offered by the platform (data, AI, and governance) to manage client queries quickly and efficiently.
- Provides tailored guidance for users at varying skill levels; translates requirements into clear next steps and recommended paths.
- Troubleshoots common setup and integration issues in collaboration with Product, Engineering, and SRE.
- Identifies, documents, and resolves incidents; coordinates cross-team escalations; provides timely user updates; contributes to post-incident reviews and preventive actions.
- Creates and maintains knowledge base articles, quick-start guides, FAQs, and how-to content to reduce friction and increase self-service.
- Hosts office hours, clinics, and short training sessions to improve user proficiency and adoption.
- 2+ years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills, programs, and tools
- Demonstrated analytical skills and critical thinking ability
- Client-obsessed service mindset with professionalism, empathy, and strong follow-through.
- Ability to translate complex, technical topics into simple, actionable steps for non-technical audiences.
- Working knowledge of data and platform concepts (e.g., datasets, access/permissions, metadata, and governance).
- Experience triaging requests/issues and managing work through a queue, ticketing system, or similar workflow.
- Hands-on troubleshooting skills for common user setup, access, and integration challenges; knows when and how to escalate.
- Ability to create clear documentation, FAQs, and how-to guides to enable user self-service.
- Operational rigor and organization skills to prioritize effectively, meet SLAs, and use KPIs/OKRs to drive continuous improvement.
- Experience supporting enterprise data/AI platforms, analytics tools, or internal developer platforms.
- Familiarity with data governance practices and tooling (e.g., data cataloging, access workflows, policy controls).
- Basic SQL proficiency and comfort validating data or diagnosing issues using queries where applicable.
- Experience with incident management, post-incident reviews, and preventive action tracking (e.g., ITIL-aligned practices).
- Familiarity with APIs and integrations and common root causes of connectivity/authentication issues.
- Experience creating training materials and leading enablement sessions (office hours, clinics, short trainings).
- Experience measuring and improving service outcomes using operational metrics (e.g., CSAT, deflection, time-to-value).




