Customer Development Consultant (Sales), Business Cards & Payments (Hybrid)

Posted 3 Hours Ago
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Plano, TX
Entry level
Fintech • Machine Learning • Payments • Software • Financial Services
Change everything. Starting with your career.
The Role
The Customer Development Consultant is responsible for executing outbound contact campaigns, engaging customers to discuss opportunities, and taking real-time action to meet client needs. This role requires strong relationship-building skills and the ability to work in a fast-paced, independent environment while maintaining compliance with company protocols and effectively managing CRM systems.
Summary Generated by Built In

Plano 3 (31063), United States of America, Plano, Texas
Customer Development Consultant (Sales), Business Cards & Payments (Hybrid)
Role Level: Associate
Location: Plano (Hybrid)
The Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business.
We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Small Business and Commercial Cards - as well as our aspiration to serve a wide range of needs for our customers Beyond the Card.
We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers.
The Role :
Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs.
As a Customer Development Consultant, you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs.
The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication.
General Responsibilities :
The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time.

  • Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs
  • Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed
  • Utilize various forms of communication including, but not limited to email, phone and direct mail
  • Develop, manage and maintain relationships with field teams across Business Cards & Payments
  • Work independently and seek out feedback and data to reflect on and improve your own performance
  • Be compliant with all Capital One protocols and client activities
  • Maintain and update the CRM system


An Ideal Candidate Possesses :

  • A strong interest in sales and desire to continue learning and growing in a sales based environment
  • A proven track record of successful face-to-face or phone based sales and client management experience
  • Drive, focus, independent thinking, and the ability to work autonomously
  • Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach
  • A consultative mindset and the ability to adapt to an ever changing environment
  • Real-time effective utilization of judgment and problem solving skills


Basic Qualifications :

  • At least 2 years of sales or client management experience


Preferred Qualifications :

  • Bachelor's Degree or military experience
  • 2+ years of business to business sales experience
  • 2+ years of experience working within the financial payments industry


At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to [email protected]
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

What the Team is Saying

Ryan Page
Kristen Cornelsen
Natalia Bachmann
The Company
HQ: McLean, VA
55,000 Employees
Hybrid Workplace
Year Founded: 1994

What We Do

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.

Why Work With Us

Here’s another question: What are you looking for? A place where curiosity is the starting point? Where data leads to human insights? Where humanity drives product development? We’re bringing breakthrough products and services to consumers, small businesses, and commercial clients. And each new idea makes life better for millions of people.

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