Principal Associate - Small Business Onboarding - Remote Eligible

Job Posted 20 Hours Ago Posted 20 Hours Ago
Be an Early Applicant
Hiring Remotely in Richmond, VA
Remote
107K-122K Annually
Junior
Fintech • Machine Learning • Payments • Software • Financial Services
Change everything. Starting with your career.
The Role
The Principal Associate for Small Business Onboarding is responsible for managing client portfolios, facilitating project management, ensuring effective onboarding processes, and resolving client service issues. They will engage with internal resources, prepare documentation, and teach clients to independently navigate the services. The role requires relationship-building skills and the ability to adapt to changes in a fast-paced environment.
Summary Generated by Built In

Principal Associate - Small Business Onboarding - Remote Eligible
The name of our organization is Business Cards & Payments (BC&P)! The word "Business" reflects our mission to serve a broad range of customers, and aligns with our external positioning as Capital One Business. "Cards & Payments" reflects our current leadership position in Small Business and Commercial Cards - as well as our aspiration to serve a wide range of needs for our customers Beyond the Card.
The role:
Are you an organized and process oriented individual that enjoys relationship generation and helping clients achieve their goals? In Capital One's Business Cards & Payments Small Business Onboarding Team, you will find a culture that rewards such entrepreneurial spirit. We believe in unlocking the power of people and equipping you to do great things! We are looking for like-minded people who can share our passion for success.
The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to work with and influence internal partners to onboard new clients. Associate is expected to manage a portfolio of clients with a key focus on growth and implementation success. Throughout their treatment, the associate is responsible for taking ownership of their business with a focus on maintaining a well managed portfolio by

  • Facilitating project management to assist Field team and customer in keeping onboarding moving
  • Having an established process for project management, communication and follow through for internal and external stakeholders
  • Engaging internal resources (SME's) for escalations or custom technical requirements
  • Acquiring the knowledge and skills necessary to help clients quickly onboard their products/services and support them in ramping up to full utilization
  • Preparing, reviewing, and executing documentation in accordance with Capital One's policies and procedures
  • Coordinating with internal partners to ensure successful implementation, understanding, product ramp-up of products and services
  • Assisting clients in navigating the bank by liaising with servicing, underwriting, escalation path and other partner teams when necessary
  • Working to resolve client service issues or routes to appropriate partners for completion, and communicates ownership back to stakeholders
  • Taking ownership of metrics defined by leadership and actively works to ensure items are updated accordingly
  • Teaching the client to use the program independently and effectively
  • Building plans with clients to deliver on purchase volume expectations by influencing the client to provide necessary data, guiding client change management, and ensuring vendors are "won" and "onboarded"
  • Working with leadership and mentors on personal development of competencies and with peers to assist with development.
  • Regularly identifying opportunities to improve the client experience and enhance Capital One's brand in the market
  • Ability to work seamlessly in a changing and dynamic environment autonomously


The Ideal Candidate Would:

  • Have a proven track record of successful face to face or phone based client management experience.
  • Be a driven, focused, autonomous individual, and an independent thinker.
  • Be an influential verbal communicator, able to quickly move key decision makers through a change curve via a proactive virtual based approach.
  • Have a consultative mindset and the ability to adapt to an ever changing environment.
  • Leverages a diverse network of peers, customers, and outside partner teams as well as formal channels to secure buy-in and create value in core programs
  • Identifies improvements, builds proposals & creates buy-in with leaders for their ideas/proposals
  • Beginning to demonstrate ability to gain trust from leaders and partners, building buy-in and consensus that accelerates decisions
  • Understands key stakeholders and actively helps to problem solve for their concerns/questions


Capital One is open to hiring a Remote Employee for this opportunity.
Basic Qualifications:

  • Bachelor's Degree or Military experience
  • At least 2 years of experience in a Business Client facing role


Preferred Qualifications:

  • At least 2 years of project management experience
  • At least 3 years of experience in a Business Client facing role
  • Proficiency using Salesforce
  • At least 2 years of experience in Small Business Card products, processes and services


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.
Richmond, VA: $106,700 - $121,700 for Prin Assoc, Client Development
Remote (Regardless of Location): $106,700 - $121,700 for Prin 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 candidate's 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 committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. 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 City's Fair Chance Act; Philadelphia's 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 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . 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 One's recruiting process, please send an email to Careers@capitalone.com
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).

Top Skills

Salesforce

What the Team is Saying

Person1
Ryan Page
Director, Digital Design
““The mindset is that we care about people, and that at every level of the company, we care about making something impactful for the customers—it’s hugely empowering.”“
Ryan Page
Kristen Cornelsen
Natalia Bachmann
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: McLean, VA
55,000 Employees
Hybrid Workplace
Year Founded: 1994

What We Do

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.

Why Work With Us

Here’s another question: What are you looking for? A place where curiosity is the starting point? Where data leads to human insights? Where humanity drives product development? We’re bringing breakthrough products and services to consumers, small businesses, and commercial clients. And each new idea makes life better for millions of people.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Capital One Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
Company Office Image
HQMcLean, VA
Atlanta, GA
Bengaluru, Karnataka
Company Office Image
Boston, MA
Company Office Image
Chicago, IL
Company Office Image
London, GB
Mexico, MX
Company Office Image
New York, NY
Company Office Image
Nottingham, GB
Company Office Image
Philadelphia, PA
Company Office Image
Plano, TX
Company Office Image
Richmond, VA
Company Office Image
San Francisco, CA
Toronto, ON
Learn more

Similar Jobs

Capital One Logo Capital One

Sr Director, Cybersecurity Architecture (Remote - Eligible)

Fintech • Machine Learning • Payments • Software • Financial Services
Remote
Hybrid
3 Locations
55000 Employees
281K-352K Annually

Capital One Logo Capital One

Senior Associate - Process Management, Servicing Back Office (Work From Home)

Fintech • Machine Learning • Payments • Software • Financial Services
Remote
Richmond, VA, USA
55000 Employees
78K-90K Annually

Capital One Logo Capital One

Production Support, Senior Associate - Capital One Software (Remote)

Fintech • Machine Learning • Payments • Software • Financial Services
Remote
Hybrid
Richmond, VA, USA
55000 Employees
86K-98K Annually

Capital One Logo Capital One

Business Manager, Capital One Shopping (Remote-Eligible)

Fintech • Machine Learning • Payments • Software • Financial Services
Remote
Hybrid
2 Locations
55000 Employees
139K-186K Annually
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account