Capital One
Financial Services
PrincipalAssociate,ClientReadiness
Neural analysis suggests this role is
optimal for Mid candidates.
“Principal Associate, Client Readiness at Capital One. Skills: Client Readiness, Treasury Management Sales Support, Commercial Insights Development, Sales Enablement Tool Creation. Support Treasury Management (TM) sales throughout the sales readiness process.. Develop client facing materials, commercial insights, industry benchmarks, business case, and other tools and assets to help accelerate the sales cycle and increase win rates.”
What You'll Achieve.
Accelerate the sales cycle; Increase win rates; Measure usage and impact of Sales Enablement deliverables; Increase sales in underpenetrated segments and products
Industry & Context.
Will not sponsor a new applicant for employment authorization for this position.
What They're Looking For.
Must Have
Bachelor's Degree or Military experience, At least 3 years of Financial Services experience, At least 2 years of Treasury Management, Payables, or Receivables experience
Nice to Have
5+ years of industry benchmarking and business case development experience, 3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience
What You'll Do.
Support Treasury Management (TM) sales throughout the sales readiness process.
Develop client facing materials
and other tools and assets to help accelerate the sales cycle and increase win rates.
Create and coordinate training on essential sales skills related to these deliverables.
Work closely with Sales team representatives in each line of business to develop benchmarks
and commercial insights.
Help bring TM products to market by ensuring client-facing tools and assets are maintained and up to date by coordinating with product
sales and delivery leads.
Support sales readiness for existing and new products including updates to TM Sales Playbook
and client facing tools and assets.
Coordinate with Sales
Sales Analytics and Product to identify and increase sales in underpenetrated segments and products.
Develop and recommend tools and assets to measure usage and impact of Sales Enablement deliverables.
maintain and provide competitive market intelligence and develop Capital One responses to overcome objections during the sales process.
How You'll Work.
Team & Collaboration
Collaboration with product management, go-to-market, marketing and sales.; Connect with internal partners to deliver appropriate actions, communications, process support, proposals, content, and other insights for our clients and sales teams.; Work closely with Sales team representatives in each line of business.; Coordinating with product, marketing, sales and delivery leads.; Coordinate with Sales, Sales Analytics and Product.
Full Job Description
Principal Associate, Client Readiness The Principal Associate will support Treasury Management (TM) sales throughout the sales readiness process. The primary responsibility of the Principal Associate is to develop client facing materials, commercial insights, industry benchmarks, business case, and other tools and assets to help accelerate the sales cycle and increase win rates. This includes collaboration with product management, go-to-market, marketing and sales. The Principal Associate will also help create and coordinate training on essential sales skills related to these deliverables. **About the team:** Treasury Management Sales and Client Readiness delivers great client experiences through and across our sales channels and value chain partners. Depending on the size and scope of the project, we connect with our internal partners to deliver appropriate actions, communications, process support, proposals, content, and other insights for our clients and sales teams. **Primary Responsibilities:** * Commercial Insights – work closely with Sales team representatives in each line of business to develop benchmarks, business case, and commercial insights * Help bring TM products to market by ensuring client-facing tools and assets are maintained and up to date by coordinating with product, marketing, sales and delivery leads * Support sales readiness for existing and new products including updates to TM Sales Playbook, training, and client facing tools and assets * Coordinate with Sales, Sales Analytics and Product to identify and increase sales in underpenetrated segments and products * Develop and recommend tools and assets to measure usage and impact of Sales Enablement deliverables * Gather, maintain and provide competitive market intelligence and develop Capital One responses to overcome objections during the sales process **** **Basic Qualifications:** * Bachelor's Degree or Military experience * At least 3 years of Financial Services experience * At least 2 ye
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