At JPMorganChase, you’ll have the opportunity to be part of a strong development journey while helping small business customers meet their payments and commerce needs. The Business Development Specialist – Inside Sales is responsible for driving new revenue by selling products and services to new and existing customers over the phone.
This role requires a strong, independent work ethic and consistent execution against clearly defined objectives with a sense of urgency. Success is measured through daily activity, pipeline health, contract completion, and in-year achieved net revenue (based on a percentage of the annual signed net revenue goal). This position reports to a Vice President, Small Business Sales.
Key Responsibilities
- Maintain strong activity discipline, including a minimum of 25 outbound calls per day.
- Build and sustain a “healthy” pipeline of prospects and opportunities through self-sourced lead generation and structured follow-up.
- Execute outbound campaigns (email/call cadences and targeted call lists), including:
- Working assigned campaign leads within required SLAs
- Personalizing messaging by segment/vertical and buyer need
- Tracking campaign performance and outcomes (connect, meeting set, win/loss drivers)
- Providing feedback to sales leadership/marketing on lead quality and conversion opportunities
- Manage and convert inbound referrals (from partners and other channels), including:
- Rapid outreach and qualification (target lead-to-call response time < 1 hour)
- Clear handoffs, follow-through, and updates back to the referring source
- Ensuring referral details, disposition, and next steps are captured accurately in Salesforce
- Handle predictable concerns that arise during the sales process and successfully finalize agreement on terms.
- Maximize each prospect interaction by clearly communicating the value of becoming a Chase Payment Solutions merchant.
- Make recommendations and provide strategic advice aligned to the prospect’s business needs to drive conversion.
- Achieve monthly contract targets, ensuring accuracy and completeness.
- Prepare contracts and collect all required supporting documents; ensure clean submissions that reduce rework and delays.
- Perform sales and non-sales administrative responsibilities with strong execution discipline.
- Track and report leads, pipeline status, and activity accurately and on time using Salesforce.
- Maintain familiarity with Anti-Money Laundering (AML) policies and merchant application requirements.
Required Qualifications, Skills, and Capabilities
- Bachelor’s degree or equivalent training in business or sales management (or equivalent experience in lieu of a degree).
- 1–2 years of sales experience (inside sales, call center sales, or phone-based consultative selling preferred).
- Strong selling, communication, and interpersonal skills with the ability to build trust quickly over the phone.
- Ability to manage time, prioritize daily outreach, and work multiple lead sources (campaigns, self-sourced, and referrals).
- Proficiency with CRM tools (Salesforce preferred) and comfort with activity tracking and reporting.
- Knowledge of JPMorganChase products and pricing practices (or ability to learn quickly).
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.
Skills Required
- Bachelor's degree or equivalent training in business or sales management, or equivalent experience in lieu of a degree
- 1-2 years of sales experience, preferably inside sales, call center sales, or phone-based consultative selling
- Strong selling, communication, and interpersonal skills
- Ability to manage time, prioritize daily outreach, and manage multiple lead sources
- Proficiency with CRM tools, preferably Salesforce, and comfort with activity tracking and reporting
- Knowledge of JPMorganChase products and pricing practices, or ability to learn quickly
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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