Senior Associate, Business Onboarding - Hybrid - Plano, TX

Capital One • Plano, TX

37d • $86,000 - $98,200 • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees