Senior Associate - B2B Client Solutions Specialist - Payments
Plano, TXFull-timePosted Jul 1, 2026
Open original postingAs a Client Solutions Specialist, you’ll sit at the intersection of product and sales, tailoring Commercial Card and Payables solutions to the needs of fast scaling clients.
We’re seeking a Client Solutions Specialist who bridges product expertise with sales execution. In this role, you will partner with Treasury Management Sales teams on complex payables and commercial card opportunities – running discovery, crafting solution strategy, building the pitch, and helping close.
Job Responsibilities
- Drive deals with TMO Sales: lead discovery, design client-specific Payables and Commercial Card solutions, build commercial cases (operational and financial benefits), and support negotiations through close
- Position JPMorganChase solutions vs. competitors: articulate differentiation, address objections, and tailor positioning for key players in partnership with Sales.
- Translate needs into proposals: produce compelling narratives, demos, and ROI models; contribute to RFPs with crisp, outcome-focused responses.
- Pipeline and account planning: co-develop pursuit strategies, prioritize opportunities, and help coverage teams create and advance qualified pipeline.
- Enable execution: upskill sales teams on product capabilities; ensure implementation handoffs are clear and client ready.
- Voice of the customer: synthesize market and client feedback to inform product roadmaps—keeping the focus on commercial outcomes.
Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
- Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
- Strong executive level presentation skills, including 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
- Ability to generate ideas to help coverage teams identify and drive the development of new business
- Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
- Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
- Demonstrated prior experience working in a highly matrixed and complex organization
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.