Sales Strategy Support Manager - Client Engagement

Help shape how we connect clients with bankers and turn every interaction into a stronger relationship.

You'll play a visible role influencing how teams use the Customer Relationship Management tools and client engagement practices day to day.

Working closely with field leaders, you'll translate strategy into action that improves consistency and outcomes.

Join us to strengthen experiences for clients and bankers while delivering measurable business impact.

As a Sales Strategy Support Manager in the Client Engagement Strategy Team, you guide consistent and effective use of Customer Relationship Management tools to deepen client relationships.

You'll work with us to reinforce engagement strategies in the field, support behavior change with leaders, and identify opportunities to execute process improvements.

We'll rely on you to communicate clearly across audiences and help our teams adopt practices that improve client and banker experiences.

Job responsibilities


* Serve as Subject Matter Expert and drive correct and consistent use in the field for Client Central/One JPMC


* Deliver client engagement strategies in the field through clear messaging and practical reinforcement


* Reinforce the reporting framework and ensure managers understand how to interpret and utilize dashboards in coaching and productivity management


* Manage and quickly respond to questions from bankers, branch managers and field management related to client engagement strategy


* Spend time in branches meeting with bankers and field managers to collect feedback on how we can improve the process in the future


* Influence field sales leaders to adopt new practices and sustain engagement routines


* Identify opportunities through field engagement to enhance processes and remove friction


* Execute process improvements that support client engagement and banker effectiveness


* Partner with Banker Behaviors and Training teams to equip bankers and managers with tools and resources


* Manage multiple priorities and deadlines with speed, flexibility, and adaptability in a constantly changing environment

Required qualifications, capabilities, and skills


* 5+ years of experience in sales strategy, field enablement, engagement strategy, or related business support roles


* Exceptional communication and presentation building skills, comfort presenting recommendations to senior management and capable of influencing multiple stakeholders


* Proven project management experience working autonomously in a fast-paced environment


* Demonstrated ability to communicate clear strategic messages to both small groups and large audiences.

Demonstrated ability to influence leaders and stakeholders to change behaviors and sustain adoption.

Experience anticipating and proactively addressing senior management concerns


* Intellectually curious, customer-obsessed, team-oriented, and high energy level with passion for driving quantifiable...