Payments Client Manager - Technology Sales - Vice President
JPMorganChase · San Francisco, CA · 1 mo ago
On-siteBusiness DevelopmentFull-time
We need to output only HTML fragment, with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate like EEO, legal, etc. Also remove application instructions.
We need to parse the job description.
Content:
- Opening paragraph: "Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth."
- "About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment."
- "Job Responsibilities" then bullet list (actually sentences). We'll need to extract responsibilities.
List of responsibilities (each sentence):
- Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
- Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
- Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
- Drive product and solutions activation to enhance client value
- Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
- Drive deal execution to achieve timely realization of business outcomes
- Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
- Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
- Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
- Lead and be accountable for the governance of deals and the effective implementation of requests
- "Required Qualifications, Capabilities And Skills" then bullet list:
- 5+ years of experience in client management, sales, or a related role
- Experience working with large multi-dimensional clients (multiple products/regions/etc.)
- Demonstrated experience leading a team of experienced professionals
- Strong understanding of payments products and payments industry dynamics
- Knowledge of technology Industry
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Analytical mindset with the ability to identify growth opportunities and optimize processes
- Proficiency in CRM software and Microsoft Office Suite
- "About Us" paragraph about JPMorganChase, history, etc. This is generic but could be considered "About the role"? Actually "About Us" is not a required heading but we could include as "About the role"? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can include "About the role" for the introductory description and maybe "About the Sales Success Function". But we need to decide which sections to include.
We have content for:
- About the role: could combine the opening paragraph and About the Sales Success Function (maybe as part of role description). We'll put under
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate like EEO, legal, etc. Also remove application instructions.
We need to parse the job description.
Content:
- Opening paragraph: "Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth."
- "About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment."
- "Job Responsibilities" then bullet list (actually sentences). We'll need to extract responsibilities.
List of responsibilities (each sentence):
- Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
- Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
- Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
- Drive product and solutions activation to enhance client value
- Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
- Drive deal execution to achieve timely realization of business outcomes
- Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
- Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
- Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
- Lead and be accountable for the governance of deals and the effective implementation of requests
- "Required Qualifications, Capabilities And Skills" then bullet list:
- 5+ years of experience in client management, sales, or a related role
- Experience working with large multi-dimensional clients (multiple products/regions/etc.)
- Demonstrated experience leading a team of experienced professionals
- Strong understanding of payments products and payments industry dynamics
- Knowledge of technology Industry
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Analytical mindset with the ability to identify growth opportunities and optimize processes
- Proficiency in CRM software and Microsoft Office Suite
- "About Us" paragraph about JPMorganChase, history, etc. This is generic but could be considered "About the role"? Actually "About Us" is not a required heading but we could include as "About the role"? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can include "About the role" for the introductory description and maybe "About the Sales Success Function". But we need to decide which sections to include.
We have content for:
- About the role: could combine the opening paragraph and About the Sales Success Function (maybe as part of role description). We'll put under About the role
with paragraphs.
- Responsibilities: list.
- Requirements: maybe "Required Qualifications, Capabilities And Skills" qualifies as Requirements. Could also separate Qualifications and Skills but we can combine under Requirements or separate Qualifications and Skills. The instruction says we can have sections Qualifications and Skills separately if there is content. We have qualifications and skills listed together. Could split: Qualifications (experience, leading team, understanding payments, knowledge of technology industry) and Skills (communication, interpersonal, relationship building, analytical, CRM proficiency). But we need to decide.
Better to follow the headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for About the role, Responsibilities, Requirements (maybe we treat the bullet list as Requirements), Qualifications (maybe same as Requirements?), Skills (maybe separate). But we need to avoid duplication.
We could treat:
- About the role: introductory paragraphs.
- Responsibilities: list.
- Requirements: maybe the bullet list under "Required Qualifications, Capabilities And Skills" but we can split into Qualifications and Skills.
But we have both Qualifications and Skills headings available; we can put experience etc under Qualifications, and communication etc under Skills.
Let's parse the bullet list:
Qualifications (experience/background):
- 5+ years of experience in client management, sales, or a related role
- Experience working with large multi-dimensional clients (multiple products/regions/etc.)
- Demonstrated experience leading a team of experienced professionals
- Strong understanding of payments products and payments industry dynamics
- Knowledge of technology Industry
Skills:
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Analytical mindset with the ability to identify growth opportunities and optimize processes
- Proficiency in CRM software and Microsoft Office Suite
Thus we can create Qualifications
with - for those 5 items.
Skills
with - for those 4 items.
Now Benefits, Pay, Schedule: The posting mentions benefits in "About Us": "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."
Thus we have some benefits info. Also mention of base salary and commission-based pay etc. That's Pay info. No explicit schedule (e.g., full-time, hours). Not mentioned. So we should not create Schedule section because no specific content.
We should create Benefits section with list of benefits.
Pay section: we have base salary determined based on role, experience, skill set, location; commission-based pay and/or discretionary incentive compensation (cash/forfeitable equity). That's specific enough to include Pay section.
We must not include filler like "competitive total rewards package" is okay; it's substantive. We'll include Pay details.
We must not include boilerplate like EEO, equal opportunity, etc. Remove those.
Also remove "About Us" history paragraph? That is generic but could be considered part of About the role? Might be considered filler but it's about the company. The instruction says to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "About Us" paragraph about JPMorganChase is not boilerplate per se but it's generic corporate description. Might be considered okay to keep as part of About the role? However we already have About the role covering job specifics; the About Us paragraph is more about the company. Could be considered not required but not prohibited. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep it if it's substantive. It's about the company, not the role. But we could include it under About the role or maybe a separate section like "About the Company" but not in allowed headings. Since only allowed headings are those list, we could incorporate it into About the role section as additional paragraph.
Thus About the role will have multiple paragraphs: the initial role description, About the Sales Success Function, and the About Us paragraph.
Now we need to ensure we don't include any duplicated lines. Also remove lines like "Visit our FAQs for more information about requesting an accommodation." That's EEO related; remove.
Also remove "We recognize that our people are our strength..." etc. That's EEO/diversity statement; remove.
Also remove "We also make reasonable accommodations..." etc. Remove.
Also remove "JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans". Remove.
Also remove "About The Team" paragraph? That's about the team; could be considered substantive but not required heading. Could be included under About the role as well. It describes the team. Might be okay to keep.
Thus we will include About the role paragraph(s) that combine:
- Opening paragraph about role.
- About the Sales Success Function.
- About The Team paragraph.
- About Us paragraph (company overview).
We need to ensure we don't include any boilerplate like "We are an equal opportunity employer..." etc.
Now construct HTML.
We'll output:
About the role
Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
About The Team: J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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.
Then Responsibilities:
Responsibilities
- Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
- Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
- Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
- Drive product and solutions activation to enhance client value
- Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
- Drive deal execution
Skills
with- for those 4 items.
Now Benefits, Pay, Schedule: The posting mentions benefits in "About Us": "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."
Thus we have some benefits info. Also mention of base salary and commission-based pay etc. That's Pay info. No explicit schedule (e.g., full-time, hours). Not mentioned. So we should not create Schedule section because no specific content.
We should create Benefits section with list of benefits.
Pay section: we have base salary determined based on role, experience, skill set, location; commission-based pay and/or discretionary incentive compensation (cash/forfeitable equity). That's specific enough to include Pay section.
We must not include filler like "competitive total rewards package" is okay; it's substantive. We'll include Pay details.
We must not include boilerplate like EEO, equal opportunity, etc. Remove those.
Also remove "About Us" history paragraph? That is generic but could be considered part of About the role? Might be considered filler but it's about the company. The instruction says to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "About Us" paragraph about JPMorganChase is not boilerplate per se but it's generic corporate description. Might be considered okay to keep as part of About the role? However we already have About the role covering job specifics; the About Us paragraph is more about the company. Could be considered not required but not prohibited. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep it if it's substantive. It's about the company, not the role. But we could include it under About the role or maybe a separate section like "About the Company" but not in allowed headings. Since only allowed headings are those list, we could incorporate it into About the role section as additional paragraph.
Thus About the role will have multiple paragraphs: the initial role description, About the Sales Success Function, and the About Us paragraph.
Now we need to ensure we don't include any duplicated lines. Also remove lines like "Visit our FAQs for more information about requesting an accommodation." That's EEO related; remove.
Also remove "We recognize that our people are our strength..." etc. That's EEO/diversity statement; remove.
Also remove "We also make reasonable accommodations..." etc. Remove.
Also remove "JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans". Remove.
Also remove "About The Team" paragraph? That's about the team; could be considered substantive but not required heading. Could be included under About the role as well. It describes the team. Might be okay to keep.
Thus we will include About the role paragraph(s) that combine:
- Opening paragraph about role.
- About the Sales Success Function.
- About The Team paragraph.
- About Us paragraph (company overview).
We need to ensure we don't include any boilerplate like "We are an equal opportunity employer..." etc.
Now construct HTML.
We'll output:
About the role
Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
About The Team: J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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.
Then Responsibilities:Responsibilities
- Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
- Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
- Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
- Drive product and solutions activation to enhance client value
- Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
- Drive deal execution