Strategic Sales Ops 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

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