Demo

Aumni - Customer Success Manager - Associate

JPMorganChase
Salt Lake, UT Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/29/2025
Job Description

Lead a cutting edge, dynamic software product that (1) enables customers to structure their legal documents in a powerful way, and (2) serves as a source of truth, providing powerful investment insights.

Job Summary

As a Customer Success Manager for Aumni, a JP Morgan company, you will act as the primary customer relationship contact and trusted advisor to your book of assigned customers. You will manage all aspects of the customer relationship, drive product adoption and usage throughout the customer journey and ensure optimal interaction with Aumni processes, products, and services. You will own the success and health of your assigned customers.

Job Responsibilities

  • You will manage all aspects of the customer relationship along the customer journey including implementation, product adoption, usage, renewal, expansion, and advocacy to ensure optimal engagement
  • Serve as a trusted advisor with clients to build long-term collaborative partnerships
  • Collaborate cross-functionally with other departments including Sales, Customer Operations, and Product to drive strategy alignment
  • Identify upsell and expansion opportunities through customer interactions and develop strategies to align with customer’s business objectives and an identified customer success plan
  • Own and manage a renewal pipeline and forecast as well as communicate and manage contract and invoicing efforts

Required Qualifications, Capabilities, And Skills

  • 2 years in Customer Success or Account Management at a B2B Saas company
  • A Bachelor's degree is required.
  • Proven track record of and passion for building long-term relationships with all stakeholders
  • Understand client success best practices and strategies with a track record of driving high overall satisfaction, client retention, and growth.
  • Have great project and time management skills. Be able to juggle and manage many different clients simultaneously and have the judgment and experience to triage, delegate and prioritize appropriately and effectively to drive projects forward and maintain great client communication.
  • Have a proactive, solution-oriented mindset when it comes to handling customer issues. Be able to identify the problems the customers will likely bump into and work transparently to solve them.
  • Be technically savvy and quick to learn new systems and applications so as to assist customers with application training and product launches.

Preferred Qualifications, Capabilities, And Skills

  • Experience in the venture capital industry with private company financings is a plus
  • A legal, financial, or accounting background within the context of the venture capital industry would also be a plus

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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