JPMorganChase
Senior Commercial Planning & Initiatives Associate — Payments - Senior Associate
Drive commercial outcomes through structured planning, actionable insights, and disciplined follow-through. In this role, you will support senior commercial leadership by building the reporting and tooling that clarify performance, strengthen pipeline visibility, and accelerate decision-making—while leading priority initiatives across Merchant Services.
As a Senior Commercial Planning & Initiatives Associate within Merchant Services (Payments), you will build materials that directly interact with senior stakeholders across Merchant Services and cross-functional teams such as Product, Strategy, Finance, Sales & Relationship Management to translate leadership priorities into measurable plans, high-quality executive materials, and delivered results.
Job Responsibilities
- Own the commercial planning cadence (e.g., annual/quarterly planning, goal setting, performance rhythms), including KPI frameworks and executive-ready narratives for Merchant Services leadership and senior stakeholder review.
- Build and maintain scalable commercial reporting that provides clear visibility into pipeline health, conversion, velocity, segment performance, and client activity; ensure consistent definitions and data quality.
- Develop and evolve tools and scorecards that enable leadership decisions and commercial execution (dashboards, standardized performance packs, self-serve views, automated trackers), partnering with Analytics/Technology as needed.
- Lead high-priority strategic initiatives for Merchant Services leadership and senior stakeholders, from scoping and alignment through execution tracking and impact measurement.
- Translate ambiguous priorities into structured workstreams—clarifying objectives, success metrics, milestones, dependencies, and risks/issues; provide concise updates and recommendations.
- Create executive communications and materials (leadership decks, QBR content, segment deep dives, performance narratives) tailored to senior audiences.
- Coordinate across stakeholders in Merchant Services and broader Payments to align on outcomes, remove friction, and deliver against commercial objectives (including engagement with control partners where relevant).
Required Qualifications, Capabilities, and Skills
- 3+ years of experience or equivalent expertise in commercial strategy, business management, planning, analytics, sales effectiveness, project/program management, or technology-adjacent roles.
- Demonstrated ability to produce executive-level reporting and insights (metric definition, data validation, storytelling, and decision-focused recommendations).
- Strong track record partnering with senior stakeholders; high judgment, discretion, and ability to manage competing priorities.
- Ability to structure and drive cross-functional initiatives without direct authority.
- Advanced proficiency in Microsoft Excel and PowerPoint (and strong Word skills).
Preferred Qualifications, Capabilities, and Skills
- Experience owning commercial scorecards / dashboards / performance packs and improving adoption through simple, repeatable outputs.
- Familiarity with pipeline measurement and management concepts (stages, conversion, cycle time, prioritization, coverage attribution considerations).
- Experience supporting strategic planning in Payments / Merchant Services or coverage-led commercial environments.
- Comfort working across multiple data sources; ability to reconcile and explain variances and drive to a single set of definitions.
- Strong written communication: ability to craft crisp narratives (what happened, why, so what, now what).
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorganChase New York, New York, USA Office
270 Park Avenue, New York, NY, United States, 10017-2014
JPMorganChase New York, New York, USA Office
4 Metrotech Center, New York, NY, United States, 11201
Similar Jobs
What you need to know about the NYC Tech Scene
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
