Capital One · 2 months ago
Senior Associate, Business Onboarding - Hybrid - Plano, TX
Plano, TX
Full-time
Hybrid
Mid, Senior Level
$86K/yr - $98K/yr
2+ years expCapital One's Business Cards & Payments organization is dedicated to supporting small business owners with tailored products and services. The Onboarding Senior Associate will manage new small business credit card accounts, ensuring a smooth onboarding experience and maximizing customer engagement with the product suite.
Financial Services
No H1B
Responsibilities
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
Qualification
Required
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
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
Benefits
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Company
Capital One
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$5.45BKey Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M
Leadership Team
Lo Li
CTO, Managing Vice President Retail Bank
Daniel Arellano
Senior Vice President, Business Cards and Payments
Recent News
Business News: Pasadena Star-News
2026-01-19
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-16
Business Standard India
2026-01-16
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