Senior Associate, Business Onboarding - Hybrid - Plano, TX
Location: Plano, TX (Only) - Hybrid Level: Senior Associate Type: Exempt
Capital One's Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners, offering products and services to help them do more business. We’ve built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work for their needs.
The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our customers.
We are seeking a high-energy, disciplined Onboarding Senior Associate to help onboard and ramp newly acquired small business credit card accounts. In this role, you will partner extremely closely with our Acquisition Sales team to maximize customer value. We are looking for a self-starter, a go-getter, and a highly personable individual who can be the face of Capital One and help our customers take full advantage of all the benefits our Small Business Product suite offers.
Core Responsibilities
The Onboarding Associate will manage a portfolio of new small business credit card accounts from the initial application approval through day ~60.
- Provide hands-on one-on-one consultation to customers during the onboarding and ramp process to accelerate credit card purchase volume and product adoption
- Ask consultative questions to uncover additional opportunities for our suite of payment solutions
- Actively ask for customer referrals and leverage early success to identify new opportunities for your Acquisition Sales partners
- Maintain a thorough understanding of the Business Cards & Payments product suite including features and benefits, rewards structure, and online portal
- Accurately and promptly record all customer interactions in Salesforce
- Share feedback with Field Sales partners about ways to enhance customer handoff to ensure the best customer experience
- Be obsessed with helping our customer maximize the card program, while meeting them where they are at with their business
Basic Qualifications
- At least 2 years of sales or customer development experience in a customer-facing role such as Inside Sales, Account Management, or Business Development
- At least 1 year of experience using a CRM software such as Salesforce for client tracking and reporting
Preferred Qualifications
- 2+ years of business-to-business (B2B) sales experience or client management experience
- Proactive and self-motivated with the capacity to work independently and manage competing priorities
- Exceptional written and verbal communication skills with a proven ability to influence, persuade, and negotiate effectively
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
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.
Plano, TX: $87,700 - $100,100 for Sr. 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.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
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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).