Capital One · 1 day ago
Sr. Associate, Project Manager - Treasury Management Product Technical Integration Specialist
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$88K/yr - $100K/yr
2+ years expCapital One is transforming how businesses operate through its Treasury Management Product Team. This role involves supporting client-facing products and technical integration, requiring strong analytical and communication skills to enhance client onboarding experiences.
Financial Services
No H1B
Responsibilities
Become a subject matter expert on Integrated Payables and other File connectivity products and experiences
Work with our top-tier clients helping them to integrate their ERP/TMS systems with our products
Analyze client sample files or specifications and oversee the development of data translation formats
Provide guidance to clients as required during their development efforts, being able to comfortably liaise with the client in both business and technical language as appropriate
Support the testing and production implementation of clients’ services for multiple Treasury capabilities
Collaborate with Product Managers and Operations teams to improve products and processes
Develop and maintain file documentation, file samples, and develop standards of file mapping and formats
Qualification
Required
Bachelor's Degree or Military experience
At least 2 years of Financial Services experience or previous Card, Treasury Management, Account Management, Technical Integration, or Consulting experience
At least 2 years of experience working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI and JD Edwards
Ability to quickly learn complex products through hands-on experience, review of functional and technical documentation, and analysis of data
Outstanding influencing skills to effectively drive project efforts
Ability to quickly apply structure to manage work in a dynamic, complex environment
Strategic thinker with the ability to dig in, analyze data and document solution alternatives
Strong problem solving skills
Strong interpersonal skills and the ability to navigate a large organization
Ability to communicate effectively with clarity and precision in both written and verbal capacities
Bias towards delivering impactful results
Excellent communication and partnership skills, to interact and communicate with key stakeholders at all levels across the company and Commercial clients to manage, inform and influence outcomes
Demonstrate the ability to dig in and analyze data and document requirements
Preferred
At least 2 years of Project Management or Product Management experience
At least 2 years of experience with Commercial Banking products
Experience with ERPs and Treasury Management Systems
Experience with SFTP (Secure File Transfer Protocol)
Performing data analytics using Microsoft Excel or similar tools
Experience working with sales teams, clients, enterprise integrations, working with multiple stakeholders and vendors
Benefits
Performance based incentive compensation
Cash bonus(es)
Long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits
Company
Capital One
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$5.45BKey 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
Daniel Arellano
Senior Vice President, Business Cards and Payments
Justin Burch
Senior Vice President
Recent News
2026-02-05
Company data provided by crunchbase