Relationship Manager, Business Cards & Payments - Acquisitions (irvine, Huntington Beach, Corona)

Capital One Capital One · Banking · Irvine, CA

Relationship Manager for Capital One's Business Cards & Payments group, focusing on acquiring new small and mid-sized business clients through a consultative sales approach. The role involves building relationships, understanding business needs, identifying product opportunities, and managing the sales cycle from prospecting to closing.

What you'd actually do

  1. Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business
  2. Learn about local small and mid-sized businesses and their purchasing needs and behavior
  3. Analyze the small and mid-sized business’s total business spend to identify additional opportunities to leverage our products and services
  4. Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services
  5. Assist the business with incorporating our products into their purchasing platform and bookkeeping software

Skills

Required

  • At least 3 years of sales experience

Nice to have

  • Bachelor's Degree
  • 5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio
  • 1 year of experience working with small and mid-sized business Customers
  • 1 year of experience in the financial industry
  • Proficiency using Salesforce.com
  • Proficiency using Google Suite (Docs, Sheets, Slides, Gmail)

What the JD emphasized

  • cold call prospecting
  • hunting for net new business selling