Onboarding Specialist
BoulevardFull Time
Junior (1 to 2 years)
Plano, Texas, United States
Key technologies and capabilities for this role
Common questions about this position
The position is hybrid and based in Plano, TX.
Candidates need at least 2 years of sales or customer development experience in a customer-facing role such as Inside Sales, Account Management, or Business Development, and at least 1 year of experience using a CRM software such as Salesforce for client tracking and reporting.
Preferred qualifications include 2+ years of business-to-business (B2B) sales experience or client management experience, being proactive and self-motivated with the capacity to work independently and manage competing priorities, and exceptional written and verbal communication skills with a proven ability to influence, persuade, and negotiate effectively.
The organization embraces an entrepreneurial and ownership spirit, dreams big, listens to and learns from business customers, and is obsessed with helping customers maximize the card program.
They seek a high-energy, disciplined, self-starter, go-getter, and highly personable individual who can partner closely with the Acquisition Sales team and be the face of Capital One.
Offers diverse financial products and services
Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.