Senior Commercial Planning & Initiatives Associate — Payments - Senior Associate

JPMorganChase • Jersey City, NJ

1d

About The Position

The Senior Commercial Planning & Initiatives Associate supports senior commercial leadership within Merchant Services (Payments) by building reporting and tools that clarify performance, strengthen pipeline visibility, and accelerate decision-making. The role leads priority initiatives and translates leadership priorities into measurable plans, executive-ready materials, and delivered results.

The associate works with senior stakeholders across Merchant Services and cross-functional teams including Product, Strategy, Finance, Sales, and Relationship Management. The role owns the commercial planning cadence, develops scalable reporting and decision-support tools, drives cross-functional initiatives, and creates communications tailored to senior audiences.

Requirements

• At least 3 years of experience, or equivalent expertise, in commercial strategy, business management, planning, analytics, sales effectiveness, project or program management, or technology-adjacent roles.
• Demonstrated ability to produce executive-level reporting and insights, including metric definition, data validation, storytelling, and decision-focused recommendations.
• Strong track record partnering with senior stakeholders, with sound judgment, discretion, and the 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.

Nice To Haves

• Experience owning commercial scorecards, dashboards, or performance packs and improving adoption through simple, repeatable outputs.
• Familiarity with pipeline measurement and management concepts, including stages, conversion, cycle time, prioritization, and coverage attribution considerations.
• Experience supporting strategic planning in Payments, Merchant Services, or coverage-led commercial environments.
• Comfort working across multiple data sources, reconciling and explaining variances, and driving agreement on a single set of definitions.
• Strong written communication skills, including the ability to craft crisp narratives covering what happened, why, implications, and next steps.

Responsibilities

• Own the commercial planning cadence, including annual and quarterly planning, goal setting, performance rhythms, KPI frameworks, and executive-ready narratives for leadership and senior stakeholder review.
• Build and maintain scalable commercial reporting on pipeline health, conversion, velocity, segment performance, and client activity, ensuring consistent definitions and data quality.
• Develop and evolve tools and scorecards that support leadership decisions and commercial execution, including dashboards, standardized performance packs, self-serve views, and automated trackers.
• Partner with Analytics and Technology as needed to develop reporting tools and scorecards.
• Lead high-priority strategic initiatives from scoping and alignment through execution tracking and impact measurement.
• Structure ambiguous priorities into workstreams with clear objectives, success metrics, milestones, dependencies, and risks or issues; provide concise updates and recommendations.
• Create executive communications and materials, including leadership decks, QBR content, segment deep dives, and performance narratives.
• Coordinate across Merchant Services and broader Payments stakeholders to align on outcomes, remove friction, and deliver commercial objectives, including engaging control partners where relevant.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed