Principal Associate, Client Readiness
About The Position
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.
Requirements
- 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
Nice To Haves
- 5+ years of industry benchmarking and business case development experience
- 3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience
Responsibilities
- Develop benchmarks, business case, and commercial insights in close collaboration with Sales team representatives in each line of business.
- Support the market launch of TM products by ensuring client-facing tools and assets are maintained and up-to-date through coordination with product, marketing, sales, and delivery leads.
- Support sales readiness for existing and new products, including updates to the TM Sales Playbook, training, and client-facing tools and assets.
- Coordinate with Sales, Sales Analytics, and Product teams to identify and increase sales in underpenetrated segments and products.
- Develop and recommend tools and assets to measure the 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.
Benefits
- comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
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What This Job Offers
Job Type
Full-time
Career Level
Principal
