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JPMorgan Chase
Sponsor Backed Client Success ManagerJPMorgan Chase • Plano, TX, United States
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Sponsor Backed Client Success Manager

Sponsor Backed Client Success Manager

JPMorgan Chase • Plano, TX, United States
20 days ago
Job type
  • Full-time
Job description

Job Title

Sponsored Backed Client Success Manager

Job Description

Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking? This role will meld the two areas and be the primary point of contact for Financial Sponsors as they grow their portfolio of companies with JP Morgan.

As a Sponsored Backed Client Success Manager within Global Services at JPMorgan Chase, you will use effective communication and relationship management skills to ensure an exceptional level of client satisfaction. You will embody "The J.P. Morgan way" of intent-driven Client Service. The Client Success Manager (CSM) is a critical role in the execution of the firm's strategy around the Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on broader organizational service and revenue expansion.

You will be an important partner for Sponsor Payments Executives, Sponsor Portfolio Bankers, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders, and you will work effectively in a team-oriented environment in order to deliver a seamless and integrated approach to client servicing

Job responsibilities

  • Partner with Client Success peers to manage sponsor-backed relationships and strategic accounts.
  • Define and communicate the client support strategic vision, priorities, and operating model aligned to company objectives.
  • Collaborate with senior leaders to deliver key company and department initiatives.
  • Coordinate cross-functional teams (Onboarding, Service, Product, Commercial) to ensure trusted client coverage and retention/growth.
  • Ensure research, analysis, and day-to-day requests meet SLAs and quality standards.
  • Serve as a key escalation point for complex issues, driving root-cause resolution.
  • Own performance metrics (CSAT, NPS, KPIs), set goals, and implement action plans to address trends.
  • Lead governance and communications cadence (leadership meetings, business reviews, reporting) and drive process improvements.

Required qualifications, skills and capabilities

  • Bachelor's degree or equivalent experience.
  • 8+ years proven experience in client support, customer success, or related client-facing functions, including 35 years leading leaders and managing multi-layered teams.
  • Proven track record of building and leading high-performing client support or service organizations in a fast-paced environment.
  • Demonstrated experience using data and critical metrics (e.g., CSAT, NPS, retention, SLA adherence) to drive decisions and continuous improvement.
  • Excellent communication, executive presence, and relationship-building skills, with the ability to influence cross-functional partners.
  • Strong strategic thinking and operational execution skills, with experience driving process improvement and automation.

Preferred qualifications, skills and capabilities

  • MBA or Project Management Certification is a plus
  • Experience or working knowledge of the Financial Sponsor and Portfolio Company ecosystem, specifically the Private Equity, Family Office and Venture Capital markets, is preferred

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 Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clientsincluding corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

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Sponsor Backed Client Success Manager • Plano, TX, United States

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