Customer Success Associate Chief Data & Analytics Office Client Engagement
Jersey, NJ - USA
Job Summary
- Helps execute product adoption expansion and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
- Serves as the first line of support for the firmwide Data & AI Platform triaging and resolving user inquiries.
- Builds a comprehensive understanding of capabilities offered by the platform (data AI and governance) to manage client queries quickly and efficiently.
- Provides tailored guidance for users at varying skill levels; translates requirements into clear next steps and recommended paths.
- Troubleshoots common setup and integration issues in collaboration with Product Engineering and SRE.
- Identifies documents and resolves incidents; coordinates cross-team escalations; provides timely user updates; contributes to post-incident reviews and preventive actions.
- Creates and maintains knowledge base articles quick-start guides FAQs and how-to content to reduce friction and increase self-service.
- Hosts office hours clinics and short training sessions to improve user proficiency and adoption.
- 2 years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills programs and tools
- Demonstrated analytical skills and critical thinking ability
- Client-obsessed service mindset with professionalism empathy and strong follow-through.
- Ability to translate complex technical topics into simple actionable steps for non-technical audiences.
- Working knowledge of data and platform concepts (e.g. datasets access/permissions metadata and governance).
- Experience triaging requests/issues and managing work through a queue ticketing system or similar workflow.
- Hands-on troubleshooting skills for common user setup access and integration challenges; knows when and how to escalate.
- Ability to create clear documentation FAQs and how-to guides to enable user self-service.
- Operational rigor and organization skills to prioritize effectively meet SLAs and use KPIs/OKRs to drive continuous improvement.
- Experience supporting enterprise data/AI platforms analytics tools or internal developer platforms.
- Familiarity with data governance practices and tooling (e.g. data cataloging access workflows policy controls).
- Basic SQL proficiency and comfort validating data or diagnosing issues using queries where applicable.
- Experience with incident management post-incident reviews and preventive action tracking (e.g. ITIL-aligned practices).
- Familiarity with APIs and integrations and common root causes of connectivity/authentication issues.
- Experience creating training materials and leading enablement sessions (office hours clinics short trainings).
- Experience measuring and improving service outcomes using operational metrics (e.g. CSAT deflection time-to-value).
Required Experience:
Chief
About Company
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 ov ... View more