Customer Success Associate - Chief Data & Analytics Office Client Engagement

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

Customer Success Associate role focused on supporting users of a firmwide Data & AI Platform at JPMorgan Chase. The role involves helping users discover, access, and use the platform's data, AI, and governance capabilities, providing guidance, resolving issues, and driving adoption of self-service tools. Responsibilities include executing adoption activities, managing customer inquiries, troubleshooting, creating documentation, and hosting training sessions.

What you'd actually do

  1. Helps execute product adoption, expansion, and retention activities to support a healthy customer base
  2. Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
  3. Investigates and resolves customer issues in a timely and efficient manner
  4. Tracks and analyzes key metrics to measure customer success
  5. Serves as the first line of support for the firmwide Data & AI Platform, triaging and resolving user inquiries.

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.