Senior Associate, Business Onboarding

Capital One

Capital One onboarding senior associate managing newly acquired small-business credit card accounts. Accelerating purchase volume, product adoption, and referrals through consultative customer engagement.

Posted 8/11/2026full-timePlano • Texas • 🇺🇸 United StatesSenior💰 $87,700 - $100,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing small business credit card accounts, providing consultative onboarding, and leveraging Salesforce for client tracking. Strong ability to influence and negotiate while maximizing customer engagement and product adoption.

Highest-signal resume keywords

Salesforce ExperienceB2B Sales ExperienceCustomer DevelopmentConsultative SellingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client TrackingReportingPayment SolutionsProduct AdoptionCredit Card Management

Soft Skills

ProactiveSelf-MotivatedInfluencingPersuasionNegotiation

Industry Keywords

Small Business Credit CardsCustomer ExperienceAcquisition SalesBusiness DevelopmentAccount Management

About the role

Key responsibilities & impact

Manage a portfolio of new small business credit card accounts from initial application approval through approximately day 60
Provide one-on-one consultation during onboarding and ramp to accelerate credit card purchase volume and product adoption
Ask consultative questions to uncover opportunities for payment solutions
Request customer referrals and identify new opportunities for Acquisition Sales partners
Maintain thorough knowledge of the Business Cards & Payments product suite, features, benefits, rewards structure, and online portal
Record customer interactions accurately and promptly in Salesforce
Share feedback with Field Sales partners to improve customer handoff and customer experience
Help customers maximize their card program while meeting them where they are in their business

Requirements

What you’ll 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
At least 1 year of experience using CRM software such as Salesforce for client tracking and reporting
2+ years of business-to-business (B2B) sales or client management experience preferred
Proactive and self-motivated, with capacity to work independently and manage competing priorities
Exceptional written and verbal communication skills
Proven ability to influence, persuade, and negotiate effectively
Must be able to work in Plano, TX only
Capital One will not sponsor a new applicant for employment authorization for this position

Benefits

Comp & perks

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being
Reasonable accommodations for applicants who require them