Senior Associate -smb Payments, Strategy, and Planning

JPMorgan Chase JPMorgan Chase · Banking · New York, NY +1 · Consumer & Community Banking

This role focuses on building an AI-native analytics and insights workflow for SMB Payments, aiming to automate reporting, improve decision-making, and enhance performance tracking. It involves owning the outcomes framework, developing AI-enabled insights, and strengthening the operating system through communication and knowledge management.

What you'd actually do

  1. Own the SMB Payments outcomes framework across the product suite, including KPI hierarchy, metric definitions, and interpretation standards.
  2. Build and maintain dashboards/scorecards tracking adoption, engagement/usage, funnel performance, customer experience signals, operational indicators, and financial impact (where applicable), with strong attention to data quality and usability.
  3. Develop an AI-enabled insights workflow to reduce manual reporting and increase signal (e.g., automated KPI commentary drafts, anomaly detection, driver analysis acceleration, self-serve metric explainers), applying strong judgment and governance to ensure accuracy and appropriate use.
  4. Lead performance synthesis by translating metrics, research, and partner inputs into decision-ready narratives on what’s changing, what’s driving it, and what the quad should do next.
  5. Own the content and outcomes of key leadership forums (e.g., Monthly Business Reviews, fraud/scam-focused reviews, and LoB unit reviews): drive pre-reads, align the storyline, and ensure each forum results in clear decisions and explicit asks.

Skills

Required

  • 3+ years of relevant experience in product strategy/ops, analytics, business management, consulting, or a related role.
  • Demonstrated ability to perform hands-on analysis and build durable reporting (dashboards/scorecards), including comfort with KPI definition and data interpretation.
  • Demonstrated ability to think and operate in an AI-native way—identifying where AI can improve insight generation, automation, and decision support, while applying strong judgment around quality and governance.
  • Strong written and verbal communication skills with experience producing executive-ready narratives and materials.
  • Proven ability to influence and align stakeholders across product, engineering, design, analytics, risk partners, and business partners without direct authority.
  • Highly organized with strong follow-through (decision/action tracking, prioritization, attention to detail) in a fast-paced environment.

Nice to have

  • Experience in payments, SMB products, platforms, or adjacent domains (risk, fraud, controls, servicing).
  • Experience with experiment measurement and instrumentation planning.
  • Familiarity with metrics governance practices (definitions, lineage, data quality).

What the JD emphasized

  • AI-native
  • AI-enabled insights workflow
  • automated KPI commentary drafts
  • anomaly detection
  • driver analysis acceleration
  • self-serve metric explainers
  • AI-native way

Other signals

  • AI-native analytics and insights workflow
  • AI-enabled insights workflow
  • automated KPI commentary drafts
  • anomaly detection
  • driver analysis acceleration
  • self-serve metric explainers