Job Description

Job Description

Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact.

As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel’s best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.

Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization’s travel program to the next level. Our decades of experience combined with our patented TCO-TMPE® approach enable organizations to achieve scalable alignment to broader company goals.  Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities.

Job Responsibilities

• Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions
• Translate and communicate client technical product needs to internal and external partners
• Advise clients on best practices and industry standards.  Ability to “sell” clients on best practice standards during design phases
• Evaluate client business processes to determine ideal services and/or support required
• Recognize business process inefficiencies and provide recommendations for improvements
• Assist client with communication plans and training materials
• Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect’s location
• Configure new software implementations or optimization changes
• Assist with responses to requests for proposals (RFP’s)
• Travel onsite to clients as requested

Required qualifications, capabilities, and skills

• Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience
• Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting 
• Project Management experience specifically on implementation teams
• Proven track record of delivering results and practical project management techniques
• Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle)
• Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa
• Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment
• Ability to work independently, capable of handling multiple projects, and deadlines simultaneously
• Strong interpersonal, customer service, and written and verbal communication skills
• Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint
• Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail

Preferred qualifications, capabilities, and skills

• Successfully manage competing priorities and expectations 
• Ability to quickly adapt to changing ideas and priorities
• Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks 
• Strong sense of project ownership and time management
• Able to multi-task as needed to meet daily work and project deadline
• Able to reach beyond internal networks to expand and leverage industry data and insights
• Flexible work environment to adapt to global client requirements

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

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