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JPMorganChase

Complex Implementations Team (CIT) Relationship Manager - Payments -Senior Associate

Posted 21 Days Ago
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Hybrid
Plano, TX
Senior level
Hybrid
Plano, TX
Senior level
Lead onboarding and activation of POS solutions for SMB clients, advise BD teams on merchant services and VAR partnerships, manage activation milestones and escalations, deliver trainings and enablement, create sales/playbook materials, and implement process improvements to drive client retention and activation.
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Champion our  mission by delivering exceptional client experience  and fostering collaboration  within the our team. We are seeking a relationship manager  to support key onboarding for business clients.

As a Relationship Manager of the Complex Implementations Team (CIT) within Chase Merchant Services, you will play a pivotal role in supporting the onboarding and activation of Point of Sale (POS) solutions for small and medium-sized business clients. You’ll excel in this role if you thrive in a collaborative environment and are passionate about delivering exceptional client experiences.


The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. We are committed to your professional development and offer opportunities for career growth within our dynamic and supportive organization.

Job Responsibilities

  • Collaborate with Business Development (BD) representatives to identify and consult on Point of Sale (POS) solutions, Value-Added Reseller (VAR) partnerships, and internal products for small business clients.
  • Serve as a subject matter expert on merchant services, helping RMs and BD teams position the right solutions based on client segment, use case, and growth stage.
  • Monitor activation milestones, proactively address bottlenecks, and ensure clients are fully enabled to accept payments and leverage value-added capabilities.
  • Conduct quarterly training sessions and ongoing enablement to reinforce the go-to-market strategy across POS partners and internal stakeholders.
  • Host bi-weekly office hours to address questions, share best practices, and drive consistency in how solutions are positioned and delivered.
  • Partner with Marketing, POS vendors, and Commercialization teams to develop and maintain up-to-date sales sheets, playbooks, and client-facing materials.
  • Collaborate with BD and POS/VAR partners to address escalation requests, resolve issues quickly, and promote client retention and a positive client experience.
  • Proactively identify and implement enhancements to onboarding and activation processes.
     

Required Qualifications, Capabilities, and Skills

  • 3+ years of experience in the payments industry or a related field.
  • Strong knowledge of the merchant services industry, including POS solutions and VAR partnerships.
  • Proven experience in project management and client relationship management.
  • Excellent analytical and problem-solving skills, with a client-first mindset.
  • Strong interpersonal and communication skills, capable of managing multiple clients and projects simultaneously.
  • High level of integrity and professionalism, adhering to regulatory requirements and sound risk management protocols.
  • Ability to adapt in a fast-paced, evolving environment


Preferred Qualifications

  • 5+ years of experience in the payments industry or a related field.
  • Demonstrated success in cross-functional collaboration and resourcefulness in addressing customer needs.
  • Familiarity with digital onboarding processes and tools.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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