CRM Product Manager Marketing Insights

Job Description

The Payments Transformation Team sits at the forefront of a rapidly changing Payments industry, seeking to keep J.P. Morgan at the cutting edge. The team is responsible for the Corporate & Investment Bank Payments business’s Transformation agenda from strategy-to-execution to improve product delivery, organizational agility, and enable execution of innovative products and solutions to our clients. The team supports all product lines across Payments and sits central to leadership across our Product, Technology, Design, Operations, Sales, and Client Service & Implementation organizations, where capability building, agility coaching, commercialization, investment governance, technology modernization, and end-to-end product delivery optimization is top priority. 

As a CRM Product Manager within JP Morgan Payments, you will provide thought leadership, roadmap development, and solution assessments. You will be a strategic leader, conducting workshops with key members of the user community to ideate future state business processes. You will own the business process going forward, conducting user interviews to test our assumptions on what features and functions add the most value to the user community. You will create the product roadmap by prioritizing and sequencing the features & functions into a product roadmap. You will work with our Technology team to ensure what is being built meets the user objectives.

Job Responsibilities 

• Support global standardization of enterprise Salesforce and Marketo solutions and management of integrations to target state
• Engage stakeholders to define business requirements and define success criteria through user stories and story mapping
• Manage projects through the entire lifecycle: Assess and document current process and associated issues, understand desired state, process improvement design and recommendations, translation of business requirements to technical requirements, user acceptance testing and user implementation
• Ensure that all project milestones are met, and any risk/objectives are identified and resolved; ensure documentation of projects and technical requirements; adhere to compliance and regulatory constraints 
• Create and maintain backlog in Jira to track key objectives, milestones, target dates, risks, issues, actions, and deliverables associated with targeted implementation plan
• Identify operational risks and ensure overall operational readiness and controls are in place prior to launch 
• Collaborate with internal and external partners for the definition, planning, modeling, governance, and implementation of Salesforce CRM capabilities
• Participate in UAT and production validation; create and refine user stories for development teams 
• Engage with stakeholders and capture needs using a variety of methods including customer journeys, empathy mapping, interviews, and story mapping 
• Prioritize and define epics and user stories 
• Participate in program agile ceremonies 

Required qualifications, skills and capabilities  

• 5+ years of successful implementation experience with enterprise level solution in a complex organization 
• Bachelor's Degree  
• 7+ years experience with Salesforce 
• 3+ years experience with Marketo, or Salesforce Marketing Cloud 
• Strong experience of working with front-line sales and marketing colleagues to define future state business processes and in identifying features and functions which add the most value to the business 
• Working knowledge of complex configuration, customization, and integration within complex enterprises 
• Ability to look at create and optimize solutions within a complex framework 
• Experience establishing and managing to strategic roadmaps and key milestone dates 
• Exceptional communication skills and ability to communicate and present appropriately at all levels of the organization through written and verbal methods. 
• Flexible, process-oriented, organized, with excellent analytical & troubleshooting skills. 

Preferred qualifications, skills and capabilities  

• Knowledge of user experience and ability to communicate strategic priorities to technical resources 

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.