As a Treasury Services and Payments Product Sales Specialist Manager within our dynamic team, you will play a crucial role in defining and configuring complex solutions for key client relationships and prospect opportunities in collaboration with Sales.
You will act as the customer's representative, understanding their needs and conveying their feedback to the Product teams.
Your role will be executed in harmony with key Sales, Banking, Product, Credit, Implementations, Service, and Operations partners.
This position demands a comprehensive understanding of all Treasury Services products across Payments, Receivables, Liquidity, and Channels.
You will be tasked with maintaining a robust sales pipeline and managing deals from prospecting to revenue recognition of closed deals to target.
You will also collaborate with stakeholders on deals.
Job Responsibilities
- Manage new and existing deals by coordinating with Sales, product partners and other stakeholders to develop solutions, understand / build pricing and profitability models, support RFP / RFI submissions
- Lead solutioning and the adoption of existing and upcoming products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
- Serves as a subject matter expert on Treasury Services and Payments products and capabilities with a deep understanding of our clients’ needs and current industry trends
- Prepare presentations to communicate and persuade internal, external stakeholders, and transaction execution.
- Support Sales in pricing, pipeline planning, account planning, and upskilling the Sales team on product knowledge by collaborating on training and collateral materials
- Engage with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
- Coordinate onboarding and help manage seamless integration with implementation partners.
- Meet and exceed assigned revenue goals
- Represent the bank at conferences, internal client and peer events; may attend client roundtables, strategy white-boarding, workshops, etc., as required
- Contribute to marketing strategy and communications plans
- Be available to travel nationally and globally when permitted
Required Qualifications, Capabilities and Skills
- 5+ years of relevant experience cash management / treasury management sales, product management, product marketing, or related field
- Experience working in a sales cycle and engaging with clients on a regular basis.
- Knowledge and experience selling emerging payment solutions or treasury solutions particularly within a bank or FinTech provider
- Good understanding of the banking industry and payment network in Canada
- Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
- Knowledge of the Canadian Cash Management / Treasury Services landscape
- Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
- Analytical mindset with an ability to understand complex technical details
- Knowledge of Canadian Payments rules and regulatory requirements
- Ability to travel 30%
Employer Description
JPMorgan Chase & Co., 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 .
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.
In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.