Customer Success Associate - Chief Data & Analytics Office Client Engagement

JPMorgan Chase JPMorgan Chase · Banking · Jersey City, NJ +1 · Corporate Sector

This role supports users of JPMorganChase's firmwide Data & AI Platform, helping them discover, access, and use data, AI, and governance capabilities. Responsibilities include acting as a primary point of contact for inquiries, resolving issues, driving adoption of self-service tools, and creating documentation and training materials. The role requires experience in customer success, strong communication and analytical skills, and a working knowledge of data and platform concepts.

What you'd actually do

  1. Serves as the first line of support for the firmwide Data & AI Platform, triaging and resolving user inquiries.
  2. Builds a comprehensive understanding of capabilities offered by the platform (data, AI, and governance) to manage client queries quickly and efficiently.
  3. Provides tailored guidance for users at varying skill levels; translates requirements into clear next steps and recommended paths.
  4. Troubleshoots common setup and integration issues in collaboration with Product, Engineering, and SRE.
  5. Creates and maintains knowledge base articles, quick-start guides, FAQs, and how-to content to reduce friction and increase self-service.

Skills

Required

  • 2+ years of experience or equivalent expertise in customer success or a relevant domain area
  • Strong verbal and written communication skills
  • Comfortable using technology with a willingness to learn new technological skills, programs, and tools
  • Demonstrated analytical skills and critical thinking ability
  • Client-obsessed service mindset with professionalism, empathy, and strong follow-through.
  • Ability to translate complex, technical topics into simple, actionable steps for non-technical audiences.
  • Working knowledge of data and platform concepts (e.g., datasets, access/permissions, metadata, and governance).
  • Experience triaging requests/issues and managing work through a queue, ticketing system, or similar workflow.
  • Hands-on troubleshooting skills for common user setup, access, and integration challenges; knows when and how to escalate.
  • Ability to create clear documentation, FAQs, and how-to guides to enable user self-service.
  • Operational rigor and organization skills to prioritize effectively, meet SLAs, and use KPIs/OKRs to drive continuous improvement.

Nice to have

  • Experience supporting enterprise data/AI platforms, analytics tools, or internal developer platforms.
  • Familiarity with data governance practices and tooling (e.g., data cataloging, access workflows, policy controls).
  • Basic SQL proficiency and comfort validating data or diagnosing issues using queries where applicable.
  • Experience with incident management, post-incident reviews, and preventive action tracking (e.g., ITIL-aligned practices).
  • Familiarity with APIs and integrations and common root causes of connectivity/authentication issues.
  • Experience creating training materials and leading enablement sessions (office hours, clinics, short trainings).
  • Experience measuring and improving service outcomes using operational metrics (e.g., CSAT, deflection, time-to-value).

What the JD emphasized

  • firmwide Data & AI Platform
  • data, AI, and governance capabilities