DescriptionOverview
JP Morgan Workplace Solutions is a global leader in equity compensation management offering a premier cloud-based platform for administering equity plans for public and private companies. Serving over 1800 corporate clients from start-ups to multinational corporations we manage nearly $300 billion in assets for over 1 million employee participants worldwide. We are a dedicated global team of over 1000 professionals at the forefront of transforming equity compensation worldwide. This role is dedicated to supporting private companies at every stage from pre-seed to IPO helping them navigate the complexities of equity management and drive successful outcomes for their employees and stakeholders.
Role Summary
As a Senior Customer Success Manager (VP) at Workplace Solutions you will serve as a strategic leader and trusted advisor to our clients driving commercial conversations and building influential relationships across J.P. Morgan. You will manage complex client portfolios lead cross-functional initiatives and deliver exceptional client this hands-on leadership role you will mentor and develop junior team members champion the voice of the customer and proactively identify opportunities for growth upsell and cross-sell. The ideal candidate demonstrates tenacity commercial acumen and a collaborative spirit with a proven ability to influence stakeholders and deliver results in a dynamic global environment.
Key Responsibilities
- Manage and nurture key relationships with high-value customers and senior stakeholders across J.P. Morgan.
- Drive commercial conversations identifying and executing opportunities for upsell cross-sell and revenue growth.
- Serve as a strategic advisor to clients understanding their business needs and delivering tailored solutions.
- Oversee complex client portfolios ensuring exceptional service delivery and client satisfaction.
- Lead cross-functional initiatives collaborating with product engineering sales and support teams to optimize the customer experience.
- Champion the voice of the customer advocating for client needs and influencing product and process improvements.
- Mentor and develop junior team members fostering a culture of excellence collaboration and continuous learning.
- Proactively identify and address risks challenges and opportunities within client accounts.
- Analyze customer feedback and market trends to inform strategy and drive innovation.
- Represent Workplace Solutions in senior-level client meetings and industry events enhancing the firms reputation and market presence.
- Ensure clear effective communication with clients and internal stakeholders at all levels.
- Develop and implement account plans to achieve revenue and growth targets.
Required Qualifications Skills and Capabilities
- Proven experience in relationship management within global companies preferably in financial services or technology-driven environments.
- Demonstrated commercial acumen with a track record of driving revenue growth through upsell and cross-sell initiatives.
- Experience managing complex client portfolios and high-value customer relationships.
- Strong strategic thinking and problem-solving skills.
- Exceptional written and verbal communication skills with the ability to engage and influence senior stakeholders.
- Experience leading cross-functional teams and initiatives.
- Ability to mentor motivate and develop junior team members.
- Proactive results-oriented approach with a commitment to client success.
- Strong analytical skills with the ability to interpret customer feedback and market trends.
- Experience advocating for the customer and driving product or process improvements.
Preferred Qualifications Skills and Capabilities
- Bachelors degree in economics business or a related field.
- Experience with cap table management equity plan management or the venture ecosystem.
- Experience with cloud-based software platforms.
- Project management experience with excellent organizational skills.
- Experience presenting to senior executives and representing the firm at industry events.
- Success-oriented mindset with a focus on customer satisfaction and continuous improvement.
Required Experience:
Exec
DescriptionOverviewJP Morgan Workplace Solutions is a global leader in equity compensation management offering a premier cloud-based platform for administering equity plans for public and private companies. Serving over 1800 corporate clients from start-ups to multinational corporations we manage ne...
DescriptionOverview
JP Morgan Workplace Solutions is a global leader in equity compensation management offering a premier cloud-based platform for administering equity plans for public and private companies. Serving over 1800 corporate clients from start-ups to multinational corporations we manage nearly $300 billion in assets for over 1 million employee participants worldwide. We are a dedicated global team of over 1000 professionals at the forefront of transforming equity compensation worldwide. This role is dedicated to supporting private companies at every stage from pre-seed to IPO helping them navigate the complexities of equity management and drive successful outcomes for their employees and stakeholders.
Role Summary
As a Senior Customer Success Manager (VP) at Workplace Solutions you will serve as a strategic leader and trusted advisor to our clients driving commercial conversations and building influential relationships across J.P. Morgan. You will manage complex client portfolios lead cross-functional initiatives and deliver exceptional client this hands-on leadership role you will mentor and develop junior team members champion the voice of the customer and proactively identify opportunities for growth upsell and cross-sell. The ideal candidate demonstrates tenacity commercial acumen and a collaborative spirit with a proven ability to influence stakeholders and deliver results in a dynamic global environment.
Key Responsibilities
- Manage and nurture key relationships with high-value customers and senior stakeholders across J.P. Morgan.
- Drive commercial conversations identifying and executing opportunities for upsell cross-sell and revenue growth.
- Serve as a strategic advisor to clients understanding their business needs and delivering tailored solutions.
- Oversee complex client portfolios ensuring exceptional service delivery and client satisfaction.
- Lead cross-functional initiatives collaborating with product engineering sales and support teams to optimize the customer experience.
- Champion the voice of the customer advocating for client needs and influencing product and process improvements.
- Mentor and develop junior team members fostering a culture of excellence collaboration and continuous learning.
- Proactively identify and address risks challenges and opportunities within client accounts.
- Analyze customer feedback and market trends to inform strategy and drive innovation.
- Represent Workplace Solutions in senior-level client meetings and industry events enhancing the firms reputation and market presence.
- Ensure clear effective communication with clients and internal stakeholders at all levels.
- Develop and implement account plans to achieve revenue and growth targets.
Required Qualifications Skills and Capabilities
- Proven experience in relationship management within global companies preferably in financial services or technology-driven environments.
- Demonstrated commercial acumen with a track record of driving revenue growth through upsell and cross-sell initiatives.
- Experience managing complex client portfolios and high-value customer relationships.
- Strong strategic thinking and problem-solving skills.
- Exceptional written and verbal communication skills with the ability to engage and influence senior stakeholders.
- Experience leading cross-functional teams and initiatives.
- Ability to mentor motivate and develop junior team members.
- Proactive results-oriented approach with a commitment to client success.
- Strong analytical skills with the ability to interpret customer feedback and market trends.
- Experience advocating for the customer and driving product or process improvements.
Preferred Qualifications Skills and Capabilities
- Bachelors degree in economics business or a related field.
- Experience with cap table management equity plan management or the venture ecosystem.
- Experience with cloud-based software platforms.
- Project management experience with excellent organizational skills.
- Experience presenting to senior executives and representing the firm at industry events.
- Success-oriented mindset with a focus on customer satisfaction and continuous improvement.
Required Experience:
Exec
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