Sales Process & Strategy Associate - Treasury Management

Capital One; Richmond (VA); On-site; USD 99,000 - 124,000; Full time

Job summary

Capital One is seeking a Sales Process & Strategy Associate for Treasury Management to design and implement an end-to-end TM Sales ecosystem, supporting new opportunities through client retention. The role focuses on process and systems design, data reporting, and executive-level collaboration across cross-functional teams.

The ideal candidate brings 3+ years in project/process management, 1+ year in process engineering, and familiarity with Salesforce and BI tools.

Qualifications

• 3+ years of project or process management experience.
• 1+ year of process engineering experience.
• High School Diploma, GED or equivalent certification.
• Familiarity with Salesforce and CRM tools is a plus.

Responsibilities

• Diagnose, design, and implement TM Sales management system infrastructure.
• Serve as Salesforce liaison for TM Sales: access requests, org changes, and forecast accuracy.
• Identify system opportunities to drive business outcomes and performance.
• Maintain sales reports and dashboards; run data integrity routines for leadership.

Skills

Project management

Process management

Process engineering

Salesforce

Data analysis

Agile tools

Education

Bachelor’s Degree

Military experience

Tools

SQL

Snowflake

Tableau

BI Tools

Job description

Sales Process & Strategy Associate - Treasury Management

The Treasury Management (TM) Revenue Operations Team partners with TM Sales Leadership to establish sales strategy, sales expectations, maintain data integrity, and design and deliver accountability mechanisms to drive sales behaviors. As a Process Manager, you will be responsible for designing and implementing an ecosystem and operating model to support the entire TM Sales Organization – from new opportunities to client management and retention. System design elements will include process and infrastructure, technology, information flow and routines, and metrics which drive business outcomes. This associate will serve as a Salesforce liaison, develop data and reporting routines that sales and leadership relies on to run the business. This associate should be a white-space thinker with the ability to navigate cross-functional organizations and resolve complex problems along the way. This associate should have a well-rounded toolkit of skills including, strong analytical acumen, process and systems design principles, project management and delivery, and the ability to build trust and buy‑in from senior leaders. This associate should have the ability to develop iterative solutions, with a “get better tomorrow” mindset, while also contemplating long‑term infrastructure and investments to be made.

Responsibilities:

• Diagnosing, designing, and implementation of the management system infrastructure for TM Sales


• Serving as Salesforce liaison for TM Sales: managing access requests, org changes, and client assignments, pipeline accuracy and revenue forecasting


• Identifying system opportunities and problems in order to drive business outcomes and performance


• Maintaining existing sales reports and dashboards and running data integrity routines to ensure sales and leadership has the information to run the business


• Partnering with the centralized sales analytics team to adopt shared metrics, standards, and infrastructure while adapting execution to TM's needs


• Building agendas and performance updates to share with partners and stakeholders


• Communicating with stakeholders and senior leadership on a regular basis and developing best practices

Basic Qualifications:

• High School Diploma, GED or equivalent certification


• At least 3 year of Project Management or Process Management experience


• At least 1 year of Process Engineering experience

Preferred Qualifications:

• Bachelor’s Degree or Military experience


• Familiarity with Salesforce, CRM administration or Sales Force Effectiveness


• 2+ years of Process Design and Process Engineering experience


• 2+ years of experience with operational analysis, data management, reporting and analytics


• 2+ years of experience using Agile tools and methodology


• 2+ years of experience working with Sales and Data teams, including tracking data and reporting on key performance indicators


• 1+ years of Management Consulting experience


• Familiarity with Structured Query Language (SQL), Snowflake, Tableau, or Business Intelligence Tools

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.

• McLean, VA: $108,900 - $124,300 for Principal Process Manager


• Richmond, VA: $98,900 - $112,900 for Principal Process Manager

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.

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; NewYork 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.

At Capital One, we’re building a leading information‑based technology company. Still founder‑led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit.