Job Description The Commercial Real Estate Digital team at JPMorgan is moving quickly to disrupt the commercial real-estate sector with innovative financial and technology solutions. As part of this effort within the Commercial Bank, the CRE Digital team seeks to add a dynamic Senior Associate, who will have the responsibility of administering the backbone of the sales process, the CRM (Client Relationship Management tool).
Specifically, the responsibilities for this role are to a) maintain the CRM system including updates, enhancements, building reports, managing dashboards and workflows b) Coordinate with product and technology partners to support the long term technology roadmap the analysis and recommendations for the overall CRE Digital strategy, and c) assist operationally in the broader program of a digital platform. The ideal candidate has deep technical knowledge, is extremely detailed oriented, passionate about business and social impact, and excels in analytical thinking. Successful candidates will have the ability to apply their technical skillset, quickly learn new technologies and processes, and engage well with partners and internal stakeholders. In addition, a collaborative approach is essential, as this role is expected to contribute ideas and initiate tactical improvements to the overall business launch and across the company.
An ideal candidate has a background in managing CRM systems, specifically HubSpot, and complimentary technologies to drive business innovation. We are a lean team, so your work will range from big thinking to digging into the details. The role will work with, and have accountability to the Go-to-Market Sales and Marketing Ops Lead within Commercial Real Estate Digital Revenue team. You will also work closely with a committed team of colleagues across Marketing, Sales, Middle Office, Customer Success, and Product Management. Along the journey you will have the opportunity to grow and to help others do the same while helping drive business success for B2C and B2B customers .
Key Responsibilities:

• Collaborate with Marketing, Sales, Onboarding, Customer Success, and Service to configure and maintain the CRM to fit business needs
• Create and maintain CRM training materials
• Work with Business Management to create reports and other relevant dashboards
• Ensure all data is accurate and up to date, monitor performance metrics, and troubleshoot any issues that may arise
• Seek out opportunities to enhance the overall client journey
• Help identify integration partners to enable go to market teams at each part of the client journey
• Track updated accomplishments, KPIs, key issues and / or change controls; establish and help lead working group meetings related to the the CRM development roadmap
• Partner with internal controls partners to advance use cases and expand software functionality
• Contribute to the overall change management and governance process
• Provide internal and cross-functional team status updates to help create alignment

Qualifications:

• 3-5+ years of relevant experience with HubSpot CRM , including administrating enterprise application and working with revenue and product organizations
• Ideally familiar with programming languages such as Java, C++, Python
• Ideal candidate will have experience with CRM integrations
• Possess ability to think strategically, but willingness to roll up your sleeves and manage the details of multiple projects including following process and adhering to strict controls
• Excellent communication skills, both written and verbal, and can translate technical requirements for a business audience
• Results oriented, combined with strong analytical skills and problem solving capabilities
• Demonstrated experience aligning cross functional teams with a methodology, workplan, timeline and execution plan
• Passion for building something new, working across boundaries to drive change and helping others succeed

The final title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.
About Us JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
About the Team Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.