Client Relationship Manager Analytics Lead - Vice President

About JPMorganChase Workplace Solutions (JPMWS)

J.P.

Morgan Workplace Solutions (JPMWS) has a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants.

Our team has over 600 experienced professionals in 17 locations worldwide.

Role Summary

As a CRM Analytics Lead within the JPMorganChase Workplace Solutions Client Relationship Management team, you will turn data into executive-ready insights that drive decisions, accountability, and business performance.

You will serve as a strategic thought partner to CRM leadership by framing problems, synthesizing complex inputs into clear narratives, and delivering high-quality leadership presentations for operating reviews, planning cycles, and client strategy discussions.

In parallel, you will build scalable reporting automation and KPI frameworks that improve speed, accuracy, and consistency.

You will ensure leadership has a trusted, repeatable view of client health, revenue and growth, pipeline activity, and operational performance.

This role is ideal for a candidate who combines strong communication and stakeholder influence with hands-on technical capability (Python and/or VBA), advanced Excel skills, and strong executive storytelling through PowerPoint.

Key Responsibilities

Executive & Client-Facing Presentations


* Lead the development of executive-ready narratives and materials for senior leadership readouts, QBRs, planning sessions, and client strategy discussions, translating analysis into a clear "so what / now what."


* Create story-first decks that connect outcomes to drivers, risks/opportunities, and recommended actions; distill complex detail into crisp executive summaries.


* Apply strong visual standards (clean charts, message-led slide titles, appendix discipline) and ensure materials are accurate, aligned, and decision-useful.


* Manage end-to-end content development in a fast-paced environment: intake, storyline, analysis, drafting, reviews, and final production.

Business Management, Project Delivery & Governance


* Own key CRM leadership rhythms (monthly/quarterly business reviews, leadership readouts, planning sessions): agenda setting, insight themes, content development, and follow-ups that drive actions and accountability.


* Partner with CRM leadership to structure ambiguous problems, define success measures, and translate priorities into executable workplans and milestones.


* Project manage cross-functional initiatives (process improvements, new tools/workflows, operating model enhancements), maintaining core artifacts (plans, RAID logs, decision logs, status updates) and driving timely escalation/decisioning.


* Influence stakeholders across CRM, client service, product, operations, and technology, ensuring alignment on definitions, outcomes, and delivery timelines.

Reportin...