Job Description
You are a strategic thinker passionate about driving solutions in Sales CRM . You have found the right team.
As a Sales Experience CRM Professional in our Data Management vertical, you will play a crucial role in enhancing and optimizing our CRM system to support the diverse needs of our Sales, Investment Specialists, Client Account Managers and Client Service teams. You will work closely with cross-functional teams to ensure the platform delivers value, improves efficiency, and enhances the overall client experience for our Asset Management business.
Job Responsibilities:
- Provide ongoing business support to the users of Asset Management Customer Relationship Management platform and undertake business process engineering initiatives - Apply critical thinking to troubleshoot issues, proactively identify and develop new ideas / innovations that will add value to the business and team
- Oversee the day-to-day management of the CRM platform, ensuring it meets the evolving needs of Sales and Client Service teams. Identify opportunities for platform enhancements and optimizations to improve user experience and operational efficiency.
- Analyze CRM data to identify trends, usage patterns, and areas for improvement. Work with stakeholders, highlighting key insights and recommendations for platform enhancements. Design and own process improvements for data quality analysis, auditing, tracking, cleansing, and escalation to ensure high quality data within various systems
- Collaborate with Sales, Client Service, Technology, and other stakeholders to gather and prioritize requirements for CRM enhancements. Act as a liaison between technical teams and business users to ensure alignment and effective communication.
- Develop and maintain detailed user personas for Sales and Client Service teams to ensure the CRM platform addresses their specific needs and workflows. Conduct regular user feedback sessions to gather insights and refine user personas.
- Define and prioritize CRM features and enhancements based on business value, user feedback, and strategic goals. Develop and maintain a product roadmap that aligns with organizational objectives and stakeholder expectations.
- Develop and deliver training materials and sessions to ensure effective adoption and utilization of the CRM platform by Sales and Client Service teams. Provide ongoing support and troubleshooting assistance to users, addressing any issues or concerns promptly.
Required qualifications, capabilities and skills
- At least 3 years of relevant industry experience and knowledge of sales process, MBA (Finance)/Engineering is required
- Strong academic background with established analytical, programming and technical skills
- Experience working with an industry recognized Customer Relationship Management platform -Salesforce.com
- Experience with databases and data analysis software - proficiency with SQL/Python/BO/Alteryx
- Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions
- Excellent communication, collaboration, and problem-solving skills.
- Strong project management skills - Ability to manage multiple priorities and work effectively in a fast-paced environment
Preferred qualifications, capabilities and skills
- Certifications in Customer Relationship Management , Data Management & Business Intelligence domain is preferable
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
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 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.
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.
