Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco) jobs in United States
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Capital One · 10 hours ago

Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)

Capital One is a financial services company that emphasizes excellence and customer relationships. The Relationship Manager for Business Cards & Payments will engage with small and mid-sized businesses to identify their needs, drive new business opportunities, and deliver tailored payment solutions.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account 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 business 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 compliance
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' in order to engage with the local small and mid-sized business community
Drive incremental charge volume on the card with new clients

Qualification

Sales experienceConsultative sellingCRM proficiencySalesforce.comGoogle SuiteNetworkingTelephone skillsProject managementInterpersonal skillsOrganizational skills

Required

At least 3 years of sales experience
Project and process management, interpersonal influence, networking, project ownership, and workflow management skills
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 selling in the field

Preferred

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)

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

Company

Capital One

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Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.

Funding

Current Stage
Public Company
Total Funding
$5.45B
Key Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M

Leadership Team

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Lo Li
CTO, Managing Vice President Retail Bank
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Daniel Arellano
Senior Vice President, Business Cards and Payments
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Company data provided by crunchbase