Top Customer Success & Experience Jobs

Supports client onboarding and product implementation for treasury and banking solutions. Executes routine and semi-routine implementation activities, resolves standard queries, escalates unusual issues, analyzes data for insights, and builds trust with clients and stakeholders. The role also contributes to strategic projects, communicates onboarding procedures, and supports timely transitions to the Chase banking platform.

Leads technical partnerships from strategy and onboarding through integration launch and ongoing support. Serves as the primary technical contact, translating business needs into requirements, coordinating product and engineering teams, facilitating technical discussions, documenting implementation artifacts, and resolving partner issues. Improves integration processes through automation and standardization while managing change, risks, dependencies, security, performance, reliability, and compliance requirements.

Leads technical account management and customer success for a firmwide data and AI platform. Owns customer engagement, onboarding, adoption, retention, delivery plans, governance, technical discovery, escalations, operational readiness, and expansion opportunities. Partners with Product, Engineering, SRE, and operations teams to translate requirements into production-ready solutions, drive cross-functional execution, improve customer health metrics, and establish scalable success practices across complex internal customer organizations.

Supports senior team members and serves as a liaison for complex Commercial Bank clients. Manages client relationships, escalations, implementations, onboarding, renewals, RFPs, strategic reviews, and growth opportunities. Coordinates cross-functional teams across banking, treasury, service, implementation, KYC, risk, and operations. Addresses treasury product, setup, billing, and invoice issues while supporting retention, client satisfaction, and revenue expansion. Requires approximately 20% travel to visit clients and internal partners.

Serve as a trusted client partner for equity compensation programs (stock options, RSUs, ESPPs). Manage client relationships, drive retention and growth, resolve escalations, oversee contract renewals, maintain client data in Dynamics, deliver strategic presentations, collaborate with Sales/Implementation/Operations, and provide industry insights and customized equity compensation solutions.

Manage a portfolio of custody and fund services clients, owning service delivery and satisfaction. Act as trusted advisor, resolve client issues, coordinate cross-functional teams, drive product/operational solutions, manage billing and reporting, lead client meetings and relationship reviews, and ensure timely delivery across Securities Services products.

Serve as primary post-sales contact for strategic accounts, build and deepen client relationships, ensure customer satisfaction, drive account growth and upsell opportunities, coordinate with implementations and operations, and leverage subject matter experts to optimize client value.

Serve as primary post-sales contact for assigned equity compensation accounts. Build and deepen client relationships, ensure customer satisfaction, remediate issues, drive account growth and upsell, coordinate with internal teams, and stay current on industry practices.

Lead client onboarding implementations for new and existing banking clients transitioning to the Chase platform. Manage strategic initiatives, resolve complex issues, ensure policy compliance, coordinate team activities, and improve onboarding processes through innovation and design thinking. Build client and stakeholder relationships, manage conflicts, communicate procedures, and support cybersecurity and anti-fraud practices. The role requires approximately 10% travel to clients and internal partners.

Manage customer relationships for data platforms to drive adoption, retention, onboarding, and expansion. Lead account meetings, track success metrics, provide product feedback to roadmap, oversee program execution, adopt AI-enabled workflows, and communicate incidents and outcomes to stakeholders.