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Payments Client Manager - Technology Sales - Vice President

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Payments Client Manager (Vice President) - Drive Client Success in Tech Sales** As our next **Payments Client Manager - Vice President**, you'll oversee a portfolio of complex client relationships, serving as a trusted advisor to treasury and finance stakeholders. Your primary goal? Deliver outstanding client experiences and achieve measurable outcomes by enhancing existing business and identify opportunities to strengthen global relationships. Flourish in this role by: - Managing client needs alongside cross-functional teams, including sales, product, service, onboarding, credit, and corporate bankers. - Proactively monitoring and elevating relationship health through regular business reviews and client health indicators. - Accelerating revenue growth by ensuring functional alignment and securing necessary resources for mandated business. - Demonstrating an **analytical mindset** to optimize processes and identify growth opportunities. - Utilizing **CRM software** and **Microsoft Office Suite** to track engagement, opportunities, and financial performance. **Required qualifications**: - **5+ years** in client management, sales, or related role. - Deep understanding of **payments products** and industry dynamics. - Excellent communication, interpersonal, and relationship-building skills. - Proven track record in driving client retention and product adoption. jó

Compensation
Not specified

Currency: Not specified

City
San Francisco
Country
United States

Full Job Description

Location: San Francisco, CA, United States

As a Payments Client Manager (PCM), you will manage a portfolio of complex client relationshipsserving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. Youll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.

In this role, you act as the clients advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. Youll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal actionnavigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention,  product adoption, and sustained relationship growth.

Job responsibilities

Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.

Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.

Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship. 

Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.

Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.

Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.

Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.

Required qualifications, capabilities, and skills 

5+ years of experience in client management, sales, or a related role

Strong understanding of payments products and payments industry dynamics

Excellent communication and interpersonal skills

Ability to build and maintain strong client relationships

Analytical mindset with the ability to identify growth opportunities and optimize processes

Proficiency in CRM software and Microsoft Office SuitAs a Payments Client Manager (PCM), you will manage a portfolio of complex client relationshipsserving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. Youll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.

In this role, you act as the clients advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. Youll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal actionnavigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention,  product adoption, and sustained relationship growth.

Job responsibilities

Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.

Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.

Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship. 

Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.

Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.

Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.

Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.

Required qualifications, capabilities, and skills 

5+ years of experience in client management, sales, or a related role

Strong understanding of payments products and payments industry dynamics

Excellent communication and interpersonal skills

Ability to build and maintain strong client relationships

Analytical mindset with the ability to identify growth opportunities and optimize processes

Proficiency in CRM software and Microsoft Office Suite

 

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.

You will manage a portfolio of well-established and complex client relationships within a specific industry or region

Payments Client Manager - Technology Sales - Vice President

Compensation

Not specified

City: San Francisco

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Payments Client Manager (Vice President) - Drive Client Success in Tech Sales** As our next **Payments Client Manager - Vice President**, you'll oversee a portfolio of complex client relationships, serving as a trusted advisor to treasury and finance stakeholders. Your primary goal? Deliver outstanding client experiences and achieve measurable outcomes by enhancing existing business and identify opportunities to strengthen global relationships. Flourish in this role by: - Managing client needs alongside cross-functional teams, including sales, product, service, onboarding, credit, and corporate bankers. - Proactively monitoring and elevating relationship health through regular business reviews and client health indicators. - Accelerating revenue growth by ensuring functional alignment and securing necessary resources for mandated business. - Demonstrating an **analytical mindset** to optimize processes and identify growth opportunities. - Utilizing **CRM software** and **Microsoft Office Suite** to track engagement, opportunities, and financial performance. **Required qualifications**: - **5+ years** in client management, sales, or related role. - Deep understanding of **payments products** and industry dynamics. - Excellent communication, interpersonal, and relationship-building skills. - Proven track record in driving client retention and product adoption. jó

Full Job Description

Location: San Francisco, CA, United States

As a Payments Client Manager (PCM), you will manage a portfolio of complex client relationshipsserving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. Youll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.

In this role, you act as the clients advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. Youll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal actionnavigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention,  product adoption, and sustained relationship growth.

Job responsibilities

Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.

Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.

Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship. 

Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.

Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.

Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.

Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.

Required qualifications, capabilities, and skills 

5+ years of experience in client management, sales, or a related role

Strong understanding of payments products and payments industry dynamics

Excellent communication and interpersonal skills

Ability to build and maintain strong client relationships

Analytical mindset with the ability to identify growth opportunities and optimize processes

Proficiency in CRM software and Microsoft Office SuitAs a Payments Client Manager (PCM), you will manage a portfolio of complex client relationshipsserving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. Youll help clients achieve measurable outcomes by strengthening existing business and identifying opportunities to deepen the relationship globally - delivering an overwhelmingly positive client experience.

In this role, you act as the clients advocate across the firm, bringing the right partners together to solve client needs quickly and drive outcomes. Youll proactively manage relationship health, anticipate client trajectory, and translate those data points into internal actionnavigating complex relationships with clarity, urgency, and accountability. Your success will be reflected through client retention,  product adoption, and sustained relationship growth.

Job responsibilities

Serve as a trusted advisor to clients by understanding and strengthening the client operating model and objectives with the bank.

Collaborate across the Global Corporate Bank to manage client needs alongside sales, product, service, onboarding, credit, and corporate bankers.

Manage regular business reviews; review and maintain client health indicators to proactively elevate the relationship. 

Oversee deal realization, ensure functional alignment, and secure necessary resources to accelerate revenue of mandated business.

Monitor credit usage, through regular maintenance and sizing of facilities while you ensure appropriate controls, compliance, and risk factors.

Develop and maintain account plans that define the client strategy, priorities, stakeholders, engagement, and next-best actions.

Drive disciplined relationship management using pipeline and call reports to track engagement, opportunities, and financial performance.

Required qualifications, capabilities, and skills 

5+ years of experience in client management, sales, or a related role

Strong understanding of payments products and payments industry dynamics

Excellent communication and interpersonal skills

Ability to build and maintain strong client relationships

Analytical mindset with the ability to identify growth opportunities and optimize processes

Proficiency in CRM software and Microsoft Office Suite

 

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.

You will manage a portfolio of well-established and complex client relationships within a specific industry or region