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JPMorganChase

Workplace Solutions, Senior Business Development Representative, Strategic Accounts

Posted 3 Days Ago
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Hybrid
New York, NY
Senior level
Hybrid
New York, NY
Senior level
Build and expand relationships within strategic accounts by supporting account executives, researching stakeholders, developing account plans, coordinating executive engagement and industry events, managing cross-functional initiatives, and advancing sales opportunities. The role maintains CRM data, coordinates meetings and follow-up, manages account action plans, and works across Sales, Marketing, Customer Success, Product, Partnerships, and executive teams.
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The Senior Business Development Representative – Strategic Accounts is a key partner to our Strategic Account Executives, focused on building and expanding relationships within our most important target accounts.

This role goes beyond traditional business development and prospecting. The Senior BDR will help develop and execute strategic account plans, build relationships with key stakeholders, coordinate executive engagement, support industry events and conferences, and manage cross-functional initiatives designed to create and advance opportunities within strategic accounts.

The ideal candidate is highly organized, relationship-oriented, commercially minded, and comfortable coordinating across multiple internal and external stakeholders. This individual will serve as an important connector between our Strategic Account Executives, prospective customers, existing relationships, internal business partners, and the broader market.

Job Responsibilities

Strategic Account Development & Relationship Building

  • Partner closely with Strategic Account Executives to develop and execute account-specific engagement strategies.
  • Research strategic accounts to understand organizational structure, business priorities, key stakeholders, existing relationships, and potential opportunities.
  • Identify, develop, and nurture relationships with key decision-makers, influencers, champions, and other stakeholders within target accounts.
  • Coordinate thoughtful, personalized outreach and engagement strategies across multiple stakeholders within an account.
  • Help maintain consistent engagement with strategic prospects throughout longer and more complex sales cycles.
  • Identify opportunities to leverage existing relationships, mutual connections, partners, customers, and industry contacts to create introductions and expand account penetration.
  • Maintain accurate stakeholder maps, relationship information, activities, and next steps within CRM and account-planning tools.

 

Strategic Account Executive Partnership

  • Serve as a dedicated business development partner to the Strategic Account Executive.
  • Participate in strategic account planning and pipeline reviews.
  • Help establish priorities, action plans, timelines, and next steps for targeted accounts.
  • Coordinate follow-up activities resulting from meetings, events, executive introductions, and other strategic engagements.
  • Support meeting preparation, including account research, stakeholder profiles, relationship history, objectives, agendas, and follow-up plans.

 

Events, Conferences & Executive Engagement

  • Partner with Sales, Marketing, and other internal teams to identify conferences, industry events, executive forums, dinners, and networking opportunities relevant to strategic accounts.
  • Coordinate pre-event planning, including target-account identification, attendee research, meeting scheduling, outreach campaigns, and executive engagement.
  • Manage logistics and coordination for customer and prospect meetings, dinners, roundtables, and other relationship-building activities.
  • Coordinate post-event follow-up and ensure opportunities, relationships, and action items are captured and advanced.
  • Track event engagement and outcomes to help determine the business impact of strategic events and conferences.

 

Internal & External Business Partnerships

  • Build strong working relationships across Sales, Marketing, Customer Success, Product, Solutions Consulting, Partnerships, Executive Leadership, and other internal teams.
  • Identify opportunities to bring the right internal leaders and subject-matter experts into strategic account conversations.
  • Develop relationships with external business partners, industry organizations, consultants, referral partners, and other stakeholders who can strengthen strategic account engagement.

 

Project Management & Execution

  • Project manage strategic account initiatives from planning through execution.
  • Establish clear deliverables, owners, timelines, milestones, and follow-up actions for key initiatives.
  • Coordinate cross-functional resources supporting strategic pursuits.
  • Manage multiple concurrent priorities while ensuring deadlines and commitments are met.
  • Maintain account action plans and provide visibility into progress, risks, dependencies, and next steps.

 

Required Qualifications, Capabilities and Skills:

  • Demonstrated experience in business development, sales development, account management, sales, or a related client-facing role.
  • Experience supporting complex, enterprise, or strategic accounts preferred.
  • Strong relationship-building and interpersonal skills.
  • Excellent project management and organizational capabilities.
  • Strong written and verbal communication skills with the ability to engage professionally with senior and executive-level stakeholders.
  • Experience coordinating conferences, events, executive meetings, or customer engagement programs is preferred.
  • Comfortable working cross-functionally and influencing without direct authority.
  • Strong research, account-planning, and problem-solving skills.
  • Experience with CRM and sales engagement platforms.
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 TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

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