Client Service Account Manager - Payments - Vice President

eraction.

• Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.

• Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.

• Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.

• Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.

• Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.

• Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.

• Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.

• Maintain and practice good Salesforce hygiene as it relates to customer account information and sales opportunities and pipeline. Maintain accurate and timely documentation of all activities relevant to the position.

• Demonstrate a thorough understanding of InstaMed solutions, products and processes.

Required qualifications, capabilities, and skills

• 5 + years of professional work experience in a customer facing role.

• 3+ years of professional work experience in healthcare technology

• Display excellent people skills and ability to build relationships with customers and cross functional departments.

• Demonstrates sound judgment in setting customer expectations and managing sensitive customer situations.

• Influence without direct authority.

• Ensures a learned understanding of InstaMed's solution suite and articulate our value proposition.

• Displays strong analytical and problem-solving skills.

• Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items

• Exhibits ability to be detail oriented and comfortable with researching and following written instructions to ensure necessary operational tasks associated with this role are completed timely and accurately.

• Proficiency in Excel, PowerPoint, and Salesforce Lightening.

Preferred qualifications, capabilities, and skills

• Working knowledge of InstaMed solutions and processes.

• Prior work experience in healthcare payment processing.

• Bachelor's Degree or higher.

• Demonstrated knowledge of healthcare patient accounting systems / practice management systems i.e. Epic, NextGen, Meditech, Greenway, Cerner, etc.

• Proficient knowledge of healthcare revenue cycle.

• Experience with analytics tools and reporting using such tools as Salesforce reporting and Einstein Analytics.

ABOUT US

JPMorganChase, 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 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

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.