Client Success, Product Associate

Job Description

Dive headfirst into dynamic collaborations, leverage data to spark change, and guide customers' trust during crucial onboarding moments. Join a team where your expertise directly shapes product outcomes and the experiences of the customers we serve.

As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products. As a core contributor of the team, you are responsible for customer onboarding, adoption, and beyond, working closely with the Customer Success team and other cross-functional groups to ensure seamless customer experiences and drive customer satisfaction.

Job responsibilities

• Execute product adoption, expansion, and retention activities to support a healthy customer base
• Provide customer assistance during regular account meetings, including addressing inquiries, troubleshooting challenges, and documenting complex problems for the Product team
• Guide new customers through the onboarding process, including initial setup and configuration of our products to fit their specific needs
• Track and analyze key success metrics to measure customer health
• Identify opportunities for improvement while preparing reports for internal stakeholders, highlighting customer outcomes and areas of opportunity.

Required qualifications, capabilities, and skills

• 3 years of experience or equivalent expertise in customer success or a relevant domain area 
• Demonstrated ability to deliver exceptional customer service with a strong desire to help customers succeed  
• Proven experience successfully engaging customers using strong verbal and written communication skills, with an ability to articulate complex concepts in a clear and concise manner  
•   Demonstrated experience working with technology and the ability to troubleshoot basic technical issues and guide customers through problem-solving steps  

Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.