Senior Associate, Travel Expense & Implementation Consultant

Posted Yesterday
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12 Locations
Remote or Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead and support Concur Expense and Invoice implementations for clients, including requirements gathering, process assessment, solution design, configuration, testing, deployment, training, demonstrations, and post-launch support. Advise clients on expense and invoice best practices, identify process improvements, coordinate implementation teams, develop communications and training materials, support RFP responses, and travel onsite as needed.
Summary Generated by Built In

Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact.

As a Senior Consultant within Chase Travel Consulting Services, you will serve as a trusted advisor to Chase Travel's premier clients, leading Concur Expense and Invoice implementations and helping organizations modernize their travel and expense programs. You will guide clients through the full implementation lifecycle, including process assessment, requirements gathering, solution design, configuration, testing, deployment, training, and post-go-live support. Working closely with client stakeholders and implementation teams, you will leverage your Concur expertise to deliver scalable solutions, drive user adoption, optimize business processes, and support successful organizational change.

Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization’s travel program to the next level. Our decades of experience combined with our patented TCO-TMPE® approach enable organizations to achieve scalable alignment to broader company goals.  Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities.

Job Responsibilities

  • Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions
  • Translate and communicate client technical product needs to internal and external partners
  • Advise clients on best practices and industry standards.  Ability to “sell” clients on best practice standards during design phases
  • Evaluate client business processes to determine ideal services and/or support required
  • Recognize business process inefficiencies and provide recommendations for improvements
  • Assist client with communication plans and training materials
  • Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect’s location
  • Configure new software implementations or optimization changes
  • Assist with responses to requests for proposals (RFP’s)
  • Travel onsite to clients as requested

Required qualifications, capabilities, and skills

  • Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience
  • Demonstrated experience leading or supporting Concur implementations, with additional experience in expense processing, accounts payable, consulting, or other Expense Management Systems (EMS) such as Emburse, Brex, Ramp, Navan, Coupa, Workday, or Oracle.
  • Project Management experience specifically on implementation teams
  • Proven track record of delivering results and practical project management techniques
  • Working knowledge of various expense management systems (Concur, Emburse, Brex, Ramp, Navan, Coupa, Workday, Oracle)
  • Working knowledge of various invoice management systems (Ariba, Concur, Emburse, Coupa)
  • Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment
  • Ability to work independently, capable of handling multiple projects, and deadlines simultaneously
  • Strong interpersonal, customer service, and written and verbal communication skills
  • Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint
  • Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail

Preferred qualifications, capabilities, and skills

  • Successfully manage competing priorities and expectations 
  • Ability to quickly adapt to changing ideas and priorities
  • Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks 
  • Strong sense of project ownership and time management
  • Able to multi-task as needed to meet daily work and project deadline
  • Able to reach beyond internal networks to expand and leverage industry data and insights
  • Flexible work environment to adapt to global client requirements

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.


FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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.

Skills Required

  • Bachelor's degree or higher in financial analysis, accounting, computer science, business analysis, a similar field, or equivalent work experience
  • Experience leading or supporting Concur implementations
  • Experience with expense processing, accounts payable, consulting, or expense management systems
  • Project management experience on implementation teams
  • Track record of delivering results using practical project management techniques
  • Working knowledge of expense management systems including Concur, Emburse, Brex, Ramp, Navan, Coupa, Workday, or Oracle
  • Working knowledge of invoice management systems including Ariba, Concur, Emburse, or Coupa
  • Strong interpersonal, customer service, written, and verbal communication skills
  • Proficiency with Microsoft Office, especially Word, Excel, and PowerPoint
  • Experience reviewing, analyzing, and reconciling data with strong attention to detail
  • Ability to manage multiple projects and deadlines independently
  • Ability to manage competing priorities and expectations
  • Ability to adapt quickly to changing ideas and priorities
  • Strong self-direction in managing daily priorities and assisting Associates
  • Strong project ownership and time management
  • Ability to leverage industry data and insights beyond internal networks
  • Flexibility to adapt to global client requirements

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.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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