Senior Associate - B2B Client Solutions Specialist - Payments
JPMorganChase
Customer Service
Plano, TX, USA · Chicago, IL, USA
Are you looking to accelerate growth with tailored B2B payables and commercial card solutions that deliver measurable operational and financial impact?
As a Client Solution Specialist within the Commercial Bank Payments organization, you will bridge product expertise with sales execution to drive new business in the Life Sciences space. Positioned at the intersection of product and sales, this role partners closely with Treasury Management Sales to pitch, compete, and close complex opportunities—tailoring Commercial Card and B2B Payables solutions to meet client needs across their lifecycle. Responsibilities include leading discovery conversations, shaping solution strategy, building client pitches, and supporting the sales process through close. Success is measured by revenue impact, win rate, and adoption.
Job responsibilities
- Drive deals with TMO Sales: lead discovery, design client-specific Payables and Commercial Card solutions, build business cases (operational and financial benefits), and support negotiations through close
- Position JPMorganChase 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.
- 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.
- Synthesize market and client feedback to inform product roadmaps—keeping the focus on commercial outcomes
- Leverage CRM to track deal progress and manage pipeline
Required qualifications, capabilities and skills
- 3+ years in enterprise solutions consulting, sales engineering, implementation consulting, or quota-carrying sales supporting Payments, Commercial Card, or B2B Payables—with exposure to complex, multi-stakeholder deals and measurable commercial impact.
- Ability to understand client/prospect needs and convert them into wins through solution-based selling that clearly articulates operational and financial benefits.
- Strong presentation skills; comfortable in discovery, solution mapping, commercial structuring, negotiation, and objection handling—able to communicate effectively with executives and cross-functional stakeholders.
- Payments domain knowledge; comfortable with technical concepts but oriented to outcomes (not product build).
- Excellent communication and writing—able to craft executive-ready pitches, RFP responses, and ROI/value analyses
- Success operating in a matrixed environment across Sales, Product, Legal, Risk, and Implementation.
Preferred qualifications, capabilities, and skills
- Experience with modern expense/payables platforms
- Prior responsibility for discovery-to-close on multi-stakeholder, multi-product deals
- Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
- Salesforce experience (Preferred)
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
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Promote product expertise and sales execution, partnering with Treasury Management Sales to pitch and close new business in life science.