Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)
Capital One, San Francisco
Overview
Relationship Manager, Business Cards & Payments (Acquisitions) – San Francisco at Capital One. The role focuses on building new business opportunities in the assigned territory, driving client engagement, and delivering payment solutions to Small and Mid-Sized Businesses.
Responsibilities
- Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic accounts 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 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 quality
- 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 to engage the local SMB community
- Drive incremental card volume with new clients
Competencies
- Project and process management, interpersonal influence, networking, project ownership, and workflow management
- 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 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)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The role is full-time and offers a salary range dependent on location. Eligible for performance-based incentives and a comprehensive benefits package. Salary details are provided where applicable in the job posting.
Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable laws. Capital One maintains a drug-free workplace and may consider applicants with criminal histories consistent with applicable laws. For accommodation requests, contact For recruiting process questions, contact
Job metadata
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Sales and Business Development