Principal Associate, Client Readiness
The Principal Associate will support Treasury Management (TM) sales throughout the sales readiness process. The primary responsibility of the Principal Associate is to develop client facing materials, commercial insights, industry benchmarks, business case, and other tools and assets to help accelerate the sales cycle and increase win rates. This includes collaboration with product management, go-to-market, marketing and sales. The Principal Associate will also help create and coordinate training on essential sales skills related to these deliverables.
About the team:
Treasury Management Sales and Client Readiness delivers great client experiences through and across our sales channels and value chain partners. Depending on the size and scope of the project, we connect with our internal partners to deliver appropriate actions, communications, process support, proposals, content, and other insights for our clients and sales teams.
Primary Responsibilities:
- Commercial Insights – work closely with Sales team representatives in each line of business to develop benchmarks, business case, and commercial insights
- Help bring TM products to market by ensuring client-facing tools and assets are maintained and up to date by coordinating with product, marketing, sales and delivery leads
- Support sales readiness for existing and new products including updates to TM Sales Playbook, training, and client facing tools and assets
- Coordinate with Sales, Sales Analytics and Product to identify and increase sales in underpenetrated segments and products
- Develop and recommend tools and assets to measure usage and impact of Sales Enablement deliverables
- Gather, maintain and provide competitive market intelligence and develop Capital One responses to overcome objections during the sales process
Basic Qualifications:
- Bachelor's Degree or Military experience
- At least 3 years of Financial Services experience
- At least 2 years of Treasury Management, Payables, or Receivables experience
Preferred Qualifications:
- 5+ years of industry benchmarking and business case development experience
- 3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommTM
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Charlotte, NC: $109,900 - $125,400 for Prin Assoc, Client Development
Plano, TX: $109,900 - $125,400 for Prin Assoc, Client Development
Richmond, VA: $109,900 - $125,400 for Prin Assoc, Client Development
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).