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Level:Principal Associate
The role:
The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to work with and influence internal partners to onboard new clients. Associate is expected to manage a portfolio of clients with a key focus on growth and implementation success. Throughout their treatment, the associate is responsible for taking ownership of their business with a focus on maintaining a well managed portfolio by
Facilitating project management to assist Field team and customer in keeping onboarding moving
Having an established process for project management, communication and follow through for internal and external stakeholders
Engaging internal resources (SME’s) for escalations or custom technical requirements
Acquiring the knowledge and skills necessary to help clients quickly onboard their products/services and support them in ramping up to full utilization
Preparing, reviewing, and executing documentation in accordance with Capital One's policies and procedures
Coordinating with internal partners to ensure successful implementation, understanding, product ramp-up of products and services
Assisting clients in navigating the bank by liaising with servicing, underwriting, escalation path and other partner teams when necessary
Working to resolve client service issues or routes to appropriate partners for completion, and communicates ownership back to stakeholders
Taking ownership of metrics defined by leadership and actively works to ensure items are updated accordingly
Teaching the client to use the program independently and effectively
Building plans with clients to deliver on purchase volume expectations by influencing the client to provide necessary data, guiding client change management, and ensuring vendors are “won” and “onboarded”
Working with leadership and mentors on personal development of competencies and with peers to assist with development.
Regularly identifying opportunities to improve the client experience and enhance Capital One's brand in the market
Ability to work seamlessly in a changing and dynamic environment autonomously
The Ideal Candidate Would:
Have a proven track record of successful face to face or phone based client management experience.
Be a driven, focused, autonomous individual, and an independent thinker.
Be an influential verbal communicator, able to quickly move key decision makers through a change curve via a proactive virtual based approach.
Have a consultative mindset and the ability to adapt to an ever changing environment.
Leverages a diverse network of peers, customers, and outside partner teams as well as formal channels to secure buy-in and create value in core programs
Identifies improvements, builds proposals & creates buy-in with leaders for their ideas/proposals
Beginning to demonstrate ability to gain trust from leaders and partners, building buy-in and consensus that accelerates decisions
Understands key stakeholders and actively helps to problem solve for their concerns/questions
Basic Qualifications:
Bachelor’s Degree or Military experience
At least 2 years of experience in a Business Client facing role
Preferred Qualifications:
At least 2 years of project management experience
At least 3 years of experience in a Business Client facing role
Proficiency using Salesforce.com
At least 2 years of experience in Small Business Card products, processes and services
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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