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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.
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 years of Treasury Management, Payables, or Receivables experience
Preferred Qualifications
5+ years of industry benchmarking and business case development experience
3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience
. 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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