Director, Partner Onboarding
Twin HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Senior Manager, Small Business Onboarding - Hybrid - Plano, TX at Capital One
Plano, Texas, United States
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Payments, Business CardsIndustries
Requirements
- Basic Qualifications
- At least 7 years of experience in sales, account management, or business development in financial services or commercial payments
- At least 4 years of direct experience managing, coaching, and leading a team of managers or acting in a formal "leader of leaders" capacity
- Preferred Qualifications
- Demonstrated ability to develop and inspire high-performing teams in the payments industry
- Exceptional ability to gain followership and carry out a defined strategy
- Ability to influence cross-functionally
- Proven ability to strategically analyze and improve financial processes such as Accounts Payable and Expense Management
- Strong analytical skills with demonstrated experience translating complex data sets into actionable recommendations
Responsibilities
- Work closely with the Head of Centralized Sales to build and govern the onboarding strategy for accelerating purchase volume and product adoption across all business clients
- Partner with Field Strategy and Tech to design and build robust monitoring and reporting capabilities for the Onboarding team
- Translate high priority business goals into executable management directives, setting Key Performance Indicators (KPIs)
- Drive process standardization by refining and governing the workflow management process (facilitated by Groove or another process tool)
- Lead, mentor, and coach the Onboarding Associates to elevating talent performance through the lens of Capital One competencies
- Build an “in office” culture of working hard to deliver outsized performance, while celebrating successes along the way
- Oversee and optimize the talent lifecycle by partnering with Onboarding Leaders and HR to ensure effective hiring, onboarding, and career pathing
Skills
Onboarding Strategy
Team Management
KPI Setting
Process Standardization
Performance Monitoring
Customer Satisfaction
Sales Strategy
Product Adoption
Operational Rigor
Reporting Capabilities
Capital One
Offers diverse financial products and services
About Capital One
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.
McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program
Risks
Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.
Differentiation
Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.
Upsides
Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.
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