Senior Associate, Smb Payments Strategy and Planning

JPMorgan Chase JPMorgan Chase · Banking · NY · Consumer & Community Banking

This role focuses on building AI-native workflows and an AI-enabled insights system to improve performance understanding and decision-making within a small business payments team. The responsibilities include owning the outcomes framework, building analytics infrastructure, leading executive communications, and strengthening the team's operating system. The role requires hands-on analysis, building durable reporting, and influencing stakeholders, with a preference for experience in payments and experiment measurement.

What you'd actually do

  1. Own the SMB Payments outcomes framework, including KPI hierarchy, metric definitions, and interpretation standards across the product suite.
  2. Build and maintain dashboards and scorecards tracking adoption, engagement, funnel performance, customer experience signals, operational indicators, and financial impact, with strong attention to data quality and usability.
  3. Develop an AI-enabled insights workflow to reduce manual reporting and increase signal quality, including automated KPI commentary, anomaly detection, driver analysis, and self-serve metric explainers — applying strong judgment and governance to ensure accuracy.
  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 team should do next.
  5. Execute deep-dive analyses — including segmentation, cohort analysis, funnel and journey analysis, and feature utilization — and convert findings into prioritized recommendations with clear success measures.

Skills

Required

  • 3+ years of experience in product strategy, operations, analytics, business management, consulting, or a related field.
  • Demonstrated ability to perform hands-on analysis and build durable reporting, including dashboards and scorecards, with comfort in 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, and business partners without direct authority.
  • Highly organized with strong follow-through on decision and action tracking, prioritization, and attention to detail in a fast-paced environment.

Nice to have

  • Experience in payments, small business products, platforms, or adjacent domains such as risk, fraud, controls, or servicing.
  • Experience with experiment measurement and instrumentation planning.
  • Familiarity with metrics governance practices, including definitions, data lineage, and data quality standards.

What the JD emphasized

  • AI-native way
  • AI can improve insight generation, automation, and decision support