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JPMorganChase

Payments - Receivables Client Solution Specialist - Vice President

Posted 51 Minutes Ago
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Hybrid
San Francisco, CA, USA
Senior level
Hybrid
San Francisco, CA, USA
Senior level
Develops and sells complex receivables and payments solutions for Treasury Services clients. Partners with sales, banking, and product teams to identify opportunities, build business cases, conduct ROI and re-engineering analyses, validate pricing, and secure profitable revenue. Trains sales teams, leads executive-level client discussions, coordinates cross-functional solution delivery, and supports proposal and negotiation activities.
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Are you a receivables and payments expert who can turn complex client needs into profitable Treasury Services wins? If so, you've found the right team!

As a Receivables Client Solution Specialist in Treasury Services, you will arm and train Treasury Services Sales and Bankers to sell deals independently while engaging deeply on the largest and most complex opportunities in their market to secure new Treasury Services revenue that navigates the overall profitability for the Commercial Bank.


Job Responsibilities:

  • Bring a robust payments process knowledge to identify, create, and pitch profitable, client-tailored solutions through a deep understanding of industry trends, market pricing, and solution intelligence.
  • Help navigate deal strategies and the Commercial Bank product roadmap.
  • Play a key role in leading business case, ROI analyses, and re-engineering discussions with clients and prospects to position an integrated Treasury Services solution set that offers end-to-end operational benefits.
  • Work closely with Product Delivery, Treasury Management Officers, and Bankers in this pursuit.
  • Close coordination with Treasury Management Officers is needed to bring Liquidity, International, Merchant Services Product Solution Specialists onto the collective deal team as needed to position a broader solution set for clients and prospects based on their specific processing and geographic requirements.
  • Validate the accuracy of deal-level pricing models and work closely with deal teams to position pricing while ensuring profitability tolerances are met and executive committee approvals are obtained before bids are submitted.

Required Qualifications, Capabilities, and Skills:

  • 7+ years Treasury, Cash Management sales and product management, development experience, with a focus on a receivables product set.
  • Strong technical expertise, payments industry knowledge, open banking concepts, and consultative experience to support complex solutioning and redesign sessions with clients and prospects.
  • Strong executive-level presentation skills, including the ability to consult and sell at the C-level.
  • Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits.
  • Excellent selling and negotiation skills, always ensuring the full value of J.P. Morgan is clearly communicated.
  • Ability to generate ideas to help coverage teams identify and navigate the development of new business and mobilize internal networks and resources in close coordination to support solution delivery.
  • Strong writing and analytical skills to support Request for Proposal responses, presentation content, and ROI analysis development.

Preferred Qualifications, Capabilities, and Skills:

  • Diligence to maintain up-to-date and accurate pipeline reports.
  • Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

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