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About the Role

Drive revenue growth by selling innovative payment solutions to new and existing clients within an assigned territory. Develop and manage referring partners to generate consistent inbound referral volume and closed merchant business. This role reports to a Vice President, Small Business Sales.

Responsibilities

• Drive revenue growth by selling Chase Payment Solutions products and services to new and existing customers within an assigned territory.
• Own territory planning and execution, including outreach strategy, and weekly activity goals.
• Identify and assess customer needs through outbound outreach and scheduled client meetings; deliver tailored consultative presentations that align solutions to business requirements.
• Manage a territory of referring partners and build a predictable referral engine.
• Establish and maintain relationships with partner stakeholders.
• Conduct regular touchpoints, trainings, and updates to keep partners enabled.
• Manage referral intake, follow-up, and feedback loops to improve conversion.
• Track partner activity, pipeline influence, and outcomes.
• Build and maintain a healthy pipeline of prospects and opportunities, balancing direct prospecting with partner-sourced referrals.
• Provide timely follow-up and coordination from initial engagement through close, including handling common objections and finalizing agreement on terms.
• Ensure strong execution of sales-related and administrative responsibilities, including accurate lead, referral, pipeline, and activity tracking in Salesforce.
• Prepare and submit contracts and supporting documentation; ensure completeness and accuracy to reduce processing delays.
• Provide post-sale follow-up to ensure customer satisfaction and support long-term retention and expansion opportunities.
• Collaborate with internal sales, implementation, and support teams to deliver a strong end-to-end client experience.
• Travel locally within the territory for in-person client and partner meetings as required.

Requirements

• Bachelor’s degree in business or sales management, or equivalent training/experience.
• Minimum of 1 year of outside/field sales experience (B2B preferred).
• Strong consultative selling skills with proven ability to develop relationships and drive deals through to close.
• Ability to manage a territory independently, including partner relationship management and pipeline discipline.
• Strong communication and interpersonal skills; comfortable presenting to customers and partner stakeholders.
• Familiarity with Chase Payment Solutions products and pricing practices (or demonstrated ability to learn quickly).
• Proficiency with CRM tools (Salesforce preferred) and disciplined activity tracking/reporting.
• Ability to work independently in a remote environment with strong time management and follow-through.

Skills

• Sales
• Business Development
• Payment Solutions
• Client Relationship Management
• Partner Relationship Management
• Territory Management
• Consultative Selling
• Pipeline Management
• CRM Tools
• Salesforce
• Communication
• Interpersonal Skills
• Presentation Skills
• Time Management
• Independent Work

Location

• Remote
• Defined Territory

Work Type

• Remote
• Field Sales

Experience Level

• 1 year of outside/field sales experience (B2B preferred)

Education Level

• Bachelor’s degree in business or sales management, or equivalent training/experience

About the Company

• 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.
• J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Equal Opportunity

• 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.