Bulge Bracket Investment Banks

Posted 9 days ago

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**Enterprise Technology Payments Sales Associate** Support sales teams in San Francisco, CA by creating client presentations, conducting data analysis, and coordinating sales activity. Collaborate with cross-functional partners to maintain efficient sales processes and drive client retention and growth. Ideal candidates offer 2+ years of sales or related experience, strong organizational skills, and proficiency in data analysis and CRM tools. Payments experience is preferred.

Compensation: Not specified
City: San Francisco
Country: United States

Full Job Description

Location: San Francisco, CA, United States

Join our sales organization and help support strong client partnerships in a fast-paced environment. Youll work closely with sales and cross-functional partners to keep sales activity moving smoothly and deliver a consistently strong client experience. Youll build commercial and analytical skills while strengthening your process discipline and attention to detail. We invest in training and development so you can continue to grow your career with us.

As a Sales Associate in the Enterprise Technology sales organization, you will support Sales Managers and Client Managers by coordinating sales activity, preparing client materials, and tracking pipeline progress to help drive retention and growth. Youll partner with cross-functional teams to ensure sales processes run efficiently and accurately. Youll apply disciplined execution and risk awareness as you support deal activity and ongoing client coverage.

Job responsibilities

Create and customize client presentations to support sales initiatives
Conduct data analysis to provide insights and recommendations for client development strategies
Collaborate with internal partners to identify opportunities for client growth and engagement
Document deal solutions and proposals and prepare materials for client presentations and negotiations
Support the development and maintenance of account plans and documentation for account reviews and strategy sessions
Schedule and coordinate client calls and meetings, ensuring logistics are handled efficiently
Prepare and distribute client briefings before meetings, and document and distribute call reports capturing action items
Monitor and update the sales pipeline, ensuring accurate and timely data entry
Track the progress of sales opportunities and provide regular status updates to the sales team
Identify potential bottlenecks in the sales process and suggest improvements
Operate with a risk-based mindset with strict adherence to compliance, controls, and quality standards

Required qualifications, capabilities, and skills

2+ years of experience in sales support, sales, client management, relationship management, or a related field
Strong organizational and multitasking skills with attention to detail
Excellent written and verbal communication skills
Strong interpersonal skills and the ability to collaborate effectively with internal partners
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Proficiency in Cust Relationship Mgmt (CRM) tools to maintain accurate, timely records
Ability to analyze data and generate actionable insights
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong judgment and a consistent focus on risk awareness, compliance, and controls
High standards for quality and accuracy in written materials and work product
Self-motivated and able to work independently as well as part of a team

Preferred qualifications, capabilities, and skills

Payments experience

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.

Support sales teams with client materials, pipeline updates, and deal coordination to drive retention and growth.

Full Job Description

Location: San Francisco, CA, United States

Job responsibilities

Create and customize client presentations to support sales initiatives
Conduct data analysis to provide insights and recommendations for client development strategies
Collaborate with internal partners to identify opportunities for client growth and engagement
Document deal solutions and proposals and prepare materials for client presentations and negotiations
Support the development and maintenance of account plans and documentation for account reviews and strategy sessions
Schedule and coordinate client calls and meetings, ensuring logistics are handled efficiently
Prepare and distribute client briefings before meetings, and document and distribute call reports capturing action items
Monitor and update the sales pipeline, ensuring accurate and timely data entry
Track the progress of sales opportunities and provide regular status updates to the sales team
Identify potential bottlenecks in the sales process and suggest improvements
Operate with a risk-based mindset with strict adherence to compliance, controls, and quality standards

Required qualifications, capabilities, and skills

2+ years of experience in sales support, sales, client management, relationship management, or a related field
Strong organizational and multitasking skills with attention to detail
Excellent written and verbal communication skills
Strong interpersonal skills and the ability to collaborate effectively with internal partners
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Proficiency in Cust Relationship Mgmt (CRM) tools to maintain accurate, timely records
Ability to analyze data and generate actionable insights
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong judgment and a consistent focus on risk awareness, compliance, and controls
High standards for quality and accuracy in written materials and work product
Self-motivated and able to work independently as well as part of a team

Preferred qualifications, capabilities, and skills

Payments experience

FEDERAL DEPOSIT INSURANCE ACT:

Support sales teams with client materials, pipeline updates, and deal coordination to drive retention and growth.

Enterprise Technology Payments Sales Associate

Full Job Description

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Full Job Description

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