At JPMorganChase, you’ll have the opportunity to be part of a strong development journey while helping small business customers meet their payments and commerce needs. The Business Development Specialist – Inside Sales is responsible for driving new revenue by selling products and services to new and existing customers over the phone.
This role requires a strong, independent work ethic and consistent execution against clearly defined objectives with a sense of urgency. Success is measured through daily activity, pipeline health, contract completion, and in-year achieved net revenue (based on a percentage of the annual signed net revenue goal). This position reports to a Vice President, Small Business Sales.
Key Responsibilities
- Maintain strong activity discipline, including a minimum of 25 outbound calls per day.
- Build and sustain a “healthy” pipeline of prospects and opportunities through self-sourced lead generation and structured follow-up.
- Execute outbound campaigns (email/call cadences and targeted call lists), including:
- Working assigned campaign leads within required SLAs
- Personalizing messaging by segment/vertical and buyer need
- Tracking campaign performance and outcomes (connect, meeting set, win/loss drivers)
- Providing feedback to sales leadership/marketing on lead quality and conversion opportunities
- Manage and convert inbound referrals (from partners and other channels), including:
- Rapid outreach and qualification (target lead-to-call response time < 1 hour)
- Clear handoffs, follow-through, and updates back to the referring source
- Ensuring referral details, disposition, and next steps are captured accurately in Salesforce
- Handle predictable concerns that arise during the sales process and successfully finalize agreement on terms.
- Maximize each prospect interaction by clearly communicating the value of becoming a Chase Payment Solutions merchant.
- Make recommendations and provide strategic advice aligned to the prospect’s business needs to drive conversion.
- Achieve monthly contract targets, ensuring accuracy and completeness.
- Prepare contracts and collect all required supporting documents; ensure clean submissions that reduce rework and delays.
- Perform sales and non-sales administrative responsibilities with strong execution discipline.
- Track and report leads, pipeline status, and activity accurately and on time using Salesforce.
- Maintain familiarity with Anti-Money Laundering (AML) policies and merchant application requirements.
Required Qualifications, Skills, and Capabilities
- Bachelor’s degree or equivalent training in business or sales management (or equivalent experience in lieu of a degree).
- 1–2 years of sales experience (inside sales, call center sales, or phone-based consultative selling preferred).
- Strong selling, communication, and interpersonal skills with the ability to build trust quickly over the phone.
- Ability to manage time, prioritize daily outreach, and work multiple lead sources (campaigns, self-sourced, and referrals).
- Proficiency with CRM tools (Salesforce preferred) and comfort with activity tracking and reporting.
- Knowledge of JPMorganChase products and pricing practices (or ability to learn quickly).
JPMorganChase, 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 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.
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