Sales Process & Strategy Associate - Treasury Management

Capital One National Association; Richmond (VA); On-site; USD 99,000 - 113,000; Full time

Job summary

Capital One is seeking a Sales Process & Strategy Associate for the Treasury Management group in Richmond, VA. The role focuses on designing an ecosystem and operating model to support the TM Sales organization, including Salesforce liaison duties, data reporting routines, and cross-functional collaboration to drive sales performance.

The candidate will work across process design, analytics, and governance, partnering with sales and data teams to enable accurate forecasting and strategic

Qualifications

• High School Diploma or equivalent.
• 3+ years of Project Management or Process Management experience.
• 1+ year of Process Engineering experience.
• 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 data analytics/operational analytics.
• 2+ years with Agile tools and methodology.
• 2+ years of collaboration with Sales and Data teams including KPIs.
• 1+ years of Management Consulting experience.
• Familiarity with SQL, Snowflake, Tableau, or BI tools.

Responsibilities

• Diagnosing, designing, and implementation of the TM Sales management system infrastructure.
• Serving as Salesforce liaison for TM Sales and managing access, org changes, and forecasts.
• Identifying system opportunities to drive outcomes and performance.
• Maintaining sales reports and dashboards and running data integrity routines.
• Partnering with centralized analytics to adopt metrics and infrastructure.
• Building agendas and performance updates for partners and stakeholders.
• Communicating with senior leadership and developing best practices.

Skills

Salesforce liaison

Data reporting

Project management

Process engineering

Agile

SQL

Snowflake

Tableau

CRM administration

Education

High School Diploma

Bachelor’s degree

Military experience

Tools

Salesforce

SQL

Snowflake

Tableau

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 ManagerRichmond, 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. 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; 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.

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).