As an Associate within the Early Stage Sales team, you will be a key individual contributor in a high-velocity inbound sales motion serving early stage private companies from pre-seed through Series A/B. Your primary focus is converting inbound leads into paying customers, upgrading early-stage companies onto paid plans, and identifying opportunities to refer clients into broader JPMorgan Chase products and services.

You will operate within a fast-paced, process-driven environment built around a single 30-minute intro and demo model, with tight SLAs governing first response, scheduling, and follow-up.

Key Responsibilities:

Sales Conversion & Revenue Generation

Own the end-to-end conversion of inbound leads - from initial outreach through demo delivery to close - for pre-seed through Series A/B companies. Drive upgrades from early stage plans by identifying the right moment and value proposition to move companies onto paid tiers as they grow. Identify and action referral opportunities into the wider JPMorgan Chase ecosystem, partnering with internal teams to ensure warm, well-qualified handoffs. Deliver a consistent, high-quality 30-minute intro and demo experience, tailored to the prospect's stage and needs.

Pipeline & Process Execution

Manage your own pipeline with rigor: maintaining accurate records, timely follow-up, and adherence to SLAs for first response, demo scheduling, and post-demo outreach. Ensure complete and structured discovery notes are captured and handed off cleanly post-conversion. Contribute to funnel performance by tracking your own conversion metrics and flagging patterns or blockers to the team lead.

Customer Engagement & Relationship Building

Build rapport quickly with founders, finance leads, and operations contacts at early stage companies, acting as a trusted advisor on equity management. Represent JPMorgan Chase professionally across all touchpoints, reinforcing the brand's credibility in the venture and start-up ecosystem.

Team & Cross-Functional Collaboration

Ensure prospects are a strong fit before conversion -conducting thorough discovery to set companies up for a successful onboarding and long-term relationship with the platform. Partner with Business Development to understand lead sources and quality, and provide feedback that improves routing and conversion alignment. Support ad hoc tasks and coverage as business needs arise, demonstrating flexibility and a team-first mindset.

Required Qualifications, Skills & Capabilities

• Experience in a sales, account management, or customer success role, ideally within financial services, fintech, or B2B SaaS.
• Demonstrated ability to manage a high-volume pipeline and meet or exceed conversion and revenue targets.
• Strong communication and interpersonal skills - able to build trust quickly and communicate value clearly to a range of audiences, including founders and senior stakeholders.
• Comfortable operating in a fast-paced, process-driven environment with measurable SLAs and performance expectations.
• Organised and detail-oriented, with the ability to manage multiple prospects simultaneously without dropping the ball.
• A collaborative, team-oriented approach with the flexibility to support wider team needs when required.
• Analytical mindset - able to interpret basic funnel and usage data to prioritise effort and improve outcomes.

Preferred Qualifications, Skills & Capabilities

• Bachelor's degree in business, economics, finance, or a related field.
• Familiarity with equity compensation or cap table management.
• Experience in or exposure to the venture ecosystem - whether through working with start-ups, VCs, accelerators, or early stage founders - is a distinct advantage.
• Experience with CRM tools (e.g. Salesforce) and a structured approach to pipeline management.
• Exposure to cloud-based software platforms or tech-touch customer engagement models.
• Prior experience in an SMB or early stage segment, where speed and volume are key to success.

ABOUT US

JPMorgan Chase, 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.