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JPMorgan Chase CB- CCBSI F&BM- Data, Reporting & Analytics- Vice President in Plano, Texas

The team is looking for a Salesforce Reporting VP to join its Finance and Business Management (F&BM) organization. This role will be responsible for enhancing data and information delivery across both the Salesforce platform and other delivery channels of sales related information.

The Salesforce Reporting VP will be responsible for developing Salesforce reporting for the Commercial Bank. This role will focus on Salesforce dashboards/reporting, as well as Einstein Analytics reporting/dashboard development based on business needs and requirements.

The selected candidate will use their strong Salesforce background and an understanding of sales and financial operations to inform decision-making, solve problems, and provide analytical insights and information in support of strategic and tactical initiatives across CB.

Key Responsibilities

  • Co-Lead in developing CCBSI's Salesforce reporting book of work. This would include enhancing and reorganizing existing reporting, as well as designing and developing new reporting & dashboards

  • Help drive the overall reporting strategy and design to the Commercial Bank, acting as a liaison for our Sub LOB teams.

  • Collaborate across cross-functional teams to help drive the data strategy for Salesforce data and interactions with existing reference data

  • Coordinate the evaluation, scope and completion of new reporting development requests

  • Manage research efforts to identify and correct any/all known data source errors

  • Evaluate current business reporting for purpose, flow, format, frequency and content in order to develop new, or improve existing format, use and control

  • Enhance current CCBSI Salesforce super users' support model to improve user experiences and effectively provide tool related issue resolutions


  • BA / BS degree or equivalent experience

  • 2+ 3+ years of experience in Salesforce reporting functions including dashboard and report design, with understanding of data modeling

  • Expertise on both native and Einstein Analytics Salesforce reporting capabilities, including data modeling & report creation

  • Strong understanding of Salesforce reporting and dashboard capabilities,

  • Strong understanding of Salesforce Sales Cloud

  • Excellent communication at multiple levels of the organization, and the ability to influence others for a recommended course of action

  • Ability to condense information into clear and tangible insights in executive-ready presentations

  • Strong analytical skills


  • Tableau and/or Qlik Sense

  • Certified Salesforce Administrator

  • Knowledge of Commercial Banking and / or financial institution

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans