Senior Associate, Business Onboarding Hybrid Plano, TX

Senior Associate Business Onboarding - Hybrid - Plano TX

Capital Ones Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit thats at the heart of Americas business owners offering products and services to help them do more business. Weve 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 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 : $86000 - $98200 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 candidates 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 Citys Fair Chance Act; Philadelphias 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- or via email at . 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 Ones recruiting process please send an email to

Capital One does not provide endorse nor guarantee and is not liable for third-party products services educational tools or other information available through this site.

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).

Required Experience :

Senior IC

Key Skills

SQL,Financial Services,Intake Experience,Power BI,R,Pivot tables,Tableau,Usability,Quantitative Analysis,Financial Analysis,Exercise Planning,SAS

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 86000 - 98200