Customer Success Manager - Associate

JOB DESCRIPTION

Overview

JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans for public and private companies. Serving over 1,800 corporate clients, from start-ups to multinational corporations, we manage nearly $300 billion in assets for over 1 million employee participants worldwide. We are a dedicated global team of over 1,000+ professionals at the forefront of transforming equity compensation worldwide. This role is dedicated to supporting private companies at every stage, from pre-seed to IPO, helping them navigate the complexities of equity management and drive successful outcomes for their employees and stakeholders.

Role Summary

As an Associate Customer Success Manager at Workplace Solutions, you will join a fast-growing team and build responsibility in client relationship management. You will support the delivery of excellent client outcomes, assist in managing customer relationships, and collaborate across teams—including customer support—to enhance the overall customer experience. This hands-on role is ideal for professionals who are eager to learn, grow, and make an impact in a dynamic environment. The ideal candidate demonstrates ambition, resilience, and a collaborative spirit, with a strong interest in understanding clients’ business needs and contributing to team success.

Key Responsibilities

• Support the management and nurturing of client relationships, assisting with day-to-day communications and issue resolution.
• Provide direct support to customer support activities, helping to resolve client queries and ensure timely, accurate responses.
• Participate in commercial conversations, helping to identify opportunities for upsell, cross-sell, and revenue growth.
• Assist in understanding client business needs and contribute to delivering tailored solutions.
• Help ensure exceptional service delivery and client satisfaction across assigned accounts.
• Collaborate with product, engineering, sales, and support teams to optimize the customer experience.
• Advocate for the voice of the customer, sharing feedback and insights to influence product and process improvements.
• Contribute to a culture of excellence, collaboration, and continuous learning within the team.
• Support the identification and resolution of risks, challenges, and opportunities within client accounts.
• Assist in analyzing customer feedback and market trends to inform team strategy and innovation.
• Communicate clearly and effectively with clients and internal stakeholders.
• Support the development and execution of account plans to achieve revenue and growth targets.

Required Qualifications, Skills, and Capabilities

• Experience in a customer success, client-facing, or relationship management role, ideally within financial services or technology-driven environments.
• Experience supporting customer support functions or resolving client queries.
• Strong written and verbal communication skills, with the ability to engage clients and internal teams.
• Demonstrated ability to work collaboratively within cross-functional teams.
• Proactive, results-oriented approach with a commitment to client success.
• Strong organizational skills and attention to detail.
• Analytical mindset, with the ability to interpret customer feedback and market trends.
• Interest in advocating for the customer and contributing to product or process improvements.

Preferred Qualifications, Skills, and Capabilities

• Bachelor’s degree in economics, business, or a related field.
• Experience with cap table management, equity plan management, or the venture ecosystem is a plus.
• Experience with cloud-based software platforms.
• Project management experience or strong organizational skills.
• Success-oriented mindset with a focus on customer satisfaction and continuous improvement.

Join J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.

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 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.​