Relationship Manager - Customer Growth, Business Cards & Payments (Wisconsin - Milwaukee - Madison - Green Bay)

Posted 7 Days Ago
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Green Bay, WI
Hybrid
3-5 Years Experience
Fintech • Machine Learning • Payments • Software • Financial Services
Change everything. Starting with your career.
The Role
As a Relationship Manager in the Customer Growth team, you will be responsible for fostering long-term relationships with business owners, optimizing rewards and benefits, and driving business results through consultative selling approaches. Your role involves outreach, account assessment, customer education, and sales cycle management.
Summary Generated by Built In

Recruiting Sales: WI - Madison, United States of America, Madison, Wisconsin
Relationship Manager - Customer Growth, Business Cards & Payments (Wisconsin - Milwaukee - Madison - Green Bay)
Territory: Wisconsin - Milwaukee - Madison - Green Bay
Level: Manager (Individual Contributor)
The Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer 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 as hard as they do. The name of our organization 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.
We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers.
Our Customer Growth team works with Business Owners to create long term meaningful relationships. Our goal is to understand their business and how our products and services can help them to be more successful and achieve their business goals. Through a consultative approach, we help Business Owners optimize the rewards and benefits they receive from our products and help them leverage Capital One products to increase their profitability. We serve as trusted advisors, and informed teachers guiding business owners. Our field-based team is present in the lives of our customers and engaging with them in their community and workplace.
You will be instrumental in assisting businesses to thrive and grow. The ideal candidate will have an entrepreneurial spirit and serve as an advocate for our customers. They will be innovative and highly organized. You will need to drive business results while delivering superior service to our customers. Independent, results-driven, goal-oriented, self-starters will thrive within our organization. You will be responsible for growing customer purchase volume in your assigned territory. You will be responsible for all aspects of the sales cycle.
This includes outreach to business owners to set appointments, assessing the needs of current customers using a consultative approach, and driving existing account engagement. This person needs to be process-oriented and highly organized. You will be expected to educate customers on the Capital One value proposition and solutions to benefit their businesses.
General Responsibilities:

  • Use insight and consultative selling techniques to teach current customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business
  • Learn the purchasing needs and behaviors of our current customers.
  • Analyze the total business spend to identify additional opportunities to leverage our products and services
  • Build broad and technical product knowledge and an understanding of how customer processes work with our products and services
  • Assist our customers with incorporating our products into their purchasing platform and bookkeeping software
  • Maintain and update CRM systems to ensure data compliance
  • Drive incremental charge volume on the card with existing customers


Competencies:

  • Ability to secure appointments directly with customers
  • Proven experience growing existing customers in the field
  • Relationship building and strategic selling skills
  • Strong organizational, interpersonal, telephone and PC Skills
  • Excellent needs-based oral presentation skills
  • Project and process management, interpersonal influence, networking, project ownership, and workflow management skills


Basic Qualifications:

  • At least 3 years of sales experience


Preferred Qualifications:

  • Bachelor's Degree
  • 5 years of outside customer sales experience as an individual contributor, driving new acquisition and managing a client portfolio
  • 1 year of experience working with Small Businesses Customers
  • 1 year of experience in the financial services industry
  • Proficiency using Salesforce.com
  • Proficiency using Google Suite


At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
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 [email protected] . 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 [email protected]
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).

What the Team is Saying

Ryan Page
Kristen Cornelsen
Natalia Bachmann
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.

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