Senior Customer Success Associate - Healthcare Payments

Shape the future of our customer experiences and directly influence product success. Dive headfirst into dynamic collaborations, leverage data to spark change, and guide customers' trust during crucial onboarding moments.

As a Senior Enterprise Customer Success Associate in healthcare payments, you support our clients throughout their journeys with our products. As a core contributor of the team, you are responsible for customer adoption, and beyond, working closely with the Customer Success team and other cross-functional groups to ensure seamless customer experiences and drive customer satisfaction. You will play a crucial role in supporting customer satisfaction for large healthcare systems by owning technical escalations, addressing complex pain points, and providing insightful suggestions to drive efficiency. You will work closely with our Customer Success team and other cross-functional groups to ensure a seamless customer experience. This role provides an opportunity to sharpen your skills within a fast-paced, team-oriented environment. Your primary responsibility will be to help large healthcare providers maximize the utilization of our products and services by blending technical problem solving skills with strong interpersonal capabilities in front of a mixed audience of analysts and executive leaders.

J.P. Morgan Healthcare Payments powers a better healthcare payments experience on one platform that connects consumers, providers, and payers for every healthcare payment transaction. The Customer Success Manager requires a self-motivated, problem-solving healthcare professional who wants to learn and be challenged in a fast paced, team-oriented environment. The Customer Success Manager is responsible for helping healthcare providers maximize the utilization and satisfaction with InstaMed products and services.

Job Responsibilities

• Executes product adoption, expansion, and retention activities to support a healthy customer base
• Provides customer assistance during regular account meetings while keeping thorough notes to ensure accountability for customers and delivery of action items.
• Takes new customers through the process and guides them through the initial setup and configuration of our products to fit their specific needs
• Tracks and analyzes key success metrics to measure customer health and identify opportunities for improvement while preparing reports for internal stakeholders and highlighting customer outcomes and areas of opportunity
• Serves as a subject matter expert on our solutions to help execute product adoption, expansion, and revenue retention activities among a healthy customer base
• Demonstrates strategic thinking and articulates the value-add of our products and services in front of the customer's executive decision makers. Tracks and analyzes key metrics to measure successful product usage
• Develop strong relationships with J.P. Morgan Healthcare Payments customers' operational, technical, and financial teams to ensure effective communication and collaboration
• Closely collaborate with other teams within J.P. Morgan in support of your customers, including facilitating regular meetings with internal stakeholders and managing follow up action items. Collaborate with customer stakeholders on the analysis and prioritization of defects and enhancements. Then coordinate internal prioritization and position timing expectations with your customers
• Take ownership of service escalations by thoroughly understanding the scope of the issue, driving action to contain the impact, effectively articulating brief and brilliant communications to internal and external resources, and ensuring the issue is brought to full resolution. Investigates and resolves customer issues in a timely, efficient, and collaborative manner
• Manage release communications to review new features and defect resolution prior to each InstaMed release. Then coordinate feature rollout to customers by merging technical capabilities with staff or patient experiences

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 in working with technology and the ability to troubleshoot basic technical issues and guide customers through problem-solving steps
• Comfortable using technology with a willingness to learn new technological skills, programs, and tools
• Demonstrated analytical skills and critical thinking ability
• Strong technical aptitude and ability to effectively communicate with both technical and business stakeholders
• Ability to own your understanding of InstaMed's products and services
• Take initiative to contribute to effective internal and external interactions
• Sound judgment in responding quickly and effectively to customer inquiries and managing customer expectations

Preferred qualifications, capabilities, and skills

• Healthcare technology experience preferred
• Bachelor's Degree or higher, or equivalent work experience

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