Sponsor Backed Client Success Manager

Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking?  This role will meld the two areas and be the primary point of contact for Financial Sponsors as they grow their portfolio of companies with JP Morgan.

As a Sponsored Backed Client Success Manager within Global Services at JPMorgan Chase, you will use effective communication and relationship management skills to ensure an exceptional level of client satisfaction. You will embody “The J.P. Morgan way” of intent-driven Client Service.  The Client Success Manager (CSM) is a critical role in the execution of the firm’s strategy around the Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on broader organizational service and revenue expansion.  

You will be an important partner for Sponsor Payments Executives, Sponsor Portfolio Bankers, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders, and you will work effectively in a team-oriented environment in order to deliver a seamless and integrated approach to client servicing

 

Job responsibilities 

• Partner with Client Success peers to manage sponsor-backed relationships and strategic accounts.
• Define and communicate the client support strategic vision, priorities, and operating model aligned to company objectives.
• Collaborate with senior leaders to deliver key company and department initiatives.
• Coordinate cross-functional teams (Onboarding, Service, Product, Commercial) to ensure trusted client coverage and retention/growth.
• Ensure research, analysis, and day-to-day requests meet SLAs and quality standards.
• Serve as a key escalation point for complex issues, driving root-cause resolution.
• Own performance metrics (CSAT, NPS, KPIs), set goals, and implement action plans to address trends.
• Lead governance and communications cadence (leadership meetings, business reviews, reporting) and drive process improvements.

 

Required qualifications, skills and capabilities 

• Bachelor's degree or equivalent experience.
• 8+ years proven experience in client support, customer success, or related client-facing functions, including 3–5 years leading leaders and managing multi-layered teams.
• Proven track record of building and leading high-performing client support or service organizations in a fast-paced environment.
• Demonstrated experience using data and critical metrics (e.g., CSAT, NPS, retention, SLA adherence) to drive decisions and continuous improvement.
• Excellent communication, executive presence, and relationship-building skills, with the ability to influence cross-functional partners.
• Strong strategic thinking and operational execution skills, with experience driving process improvement and automation.

 

Preferred qualifications, skills and capabilities 

• MBA or Project Management Certification is a plus
• Experience or working knowledge of the Financial Sponsor and Portfolio Company ecosystem, specifically the Private Equity, Family Office and Venture Capital markets, is preferred