Sr. Associate, Business Onboarding - Hybrid - Plano, TX
About The Position
Build the Future: At BC&P, we bring a builder's mindset to work, just like the business owners we serve. Small businesses are a different kind of customer. They're the people turning ideas into opportunities, and opportunities into livelihoods. When we build for them, we build something bigger. That's why we have a high bar for quality. We own the work end to end, turning today's insights into tomorrow's results, together. We're relentlessly curious. We ask the hard questions. We make space for the best ideas to win. Because that's how we create impact we can be proud of. 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
- 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.
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
Senior
Education Level
No Education Listed
