Senior Associate - B2B Client Solutions Specialist

As a Client Solutions Specialist, you’ll sit at the intersection of product and sales, tailoring Commercial Card and Payables solutions to the needs of fast scaling clients.

We’re seeking a Client Solutions Specialist who bridges product expertise with sales execution. In this role, you will partner with Treasury Management Sales teams on complex payables and commercial card opportunities – running discovery, crafting solution strategy, building the pitch, and helping close.

• Drive deals with TMO Sales: lead discovery, design client-specific Payables and Commercial Card solutions, build commercial cases (operational and financial benefits), and support negotiations through close
• Position JPMorgan
  
  Chase solutions vs. competitors: articulate differentiation, address objections, and tailor positioning for key players in partnership with Sales.
• Translate needs into proposals: produce compelling narratives, demos, and ROI models; contribute to RFPs with crisp, outcome-focused responses.
• Pipeline and account planning: co-develop pursuit strategies, prioritize opportunities, and help coverage teams create and advance qualified pipeline.
• Enable execution: upskill sales teams on product capabilities; ensure implementation handoffs are clear and client ready.
• Voice of the customer: synthesize market and client feedback to inform product roadmaps—keeping the focus on commercial outcomes.

• 3+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
• Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
• Strong executive level presentation skills, including ability to consult and sell at the C-level
• Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
• Ability to generate ideas to help coverage teams identify and drive the development of new business
• Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
• Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
• Demonstrated prior experience working in a highly matrixed and complex organization

• Diligence to maintain up-to-date and accurate pipeline reports.
• Team-oriented with the ability to develop strong working relationships with clients, peers, and cross‑functional partners.