Capital One Relationship Manager Business Cards & Payments 

United States, New York, New York 

181574617

Territory:NY Long Island

General Responsibilities:

• Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business

• Learn about local small and mid-sized businesses and their purchasing needs and behavior

• Analyze the small and mid-sized business’s total business spend to identify additional opportunities to leverage our products and services

• Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services

• Assist the business with incorporating our products into their purchasing platform and bookkeeping software

• Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance

• Acquire net new customers by cold call prospecting ; this is not a referral sales model

• Initiate and participate in educational and/or networking events

• Establish relationships with “Centers of Influence” in order to engage with the local small and mid-sized business community

• Drive incremental charge volume on the card with new clients

Competencies:

• Project and process management, interpersonal influence, networking, project ownership, and workflow management skills

• Excellent needs-based oral presentation skills

• Ability to secure appointments directly with clients and new prospects

• Strong organizational, interpersonal, telephone and PC Skills

• Proven experience hunting for net new business selling in the field

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 as well as managing a client portfolio

• 1 year of experience working with small and mid-sized business Customers

• 1 year of experience in the financial industry

• Proficiency using Salesforce.com

• Proficiency using Google Suite (Docs, Sheets, Slides, Gmail)