Sales Process & Strategy Associate, Treasury Management

Capital One Financial

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Richmond, VAMcLean, VA
Salary
$108,900–$124,300 / yr
Posted
23 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $149k
This role $117k
$100k most similar roles pay here $190k

This role pays less than 75% of similar roles. Most pay $117,375–$180,950 — the shaded band above. At the midpoint, this role pays about $117k versus about $149k for comparable roles.

Based on 240 similar postings.

Employer

About Capital One Financial

Capital One Financial is a bank holding company specializing in credit cards, auto loans, banking, and savings products, known for its data-driven approach to consumer and commercial finance. Industry: Financial Services & Banking

Capital One Financial currently has 998 open roles on FindRole.

Listed pay typically runs $197,300–$225,100 across 992 roles with salary data.

Most-posted roles

View all roles at Capital One Financial

At a glance

TL;DR · Sales Process & Strategy Associate, Treasury Management

The Sales Process & Strategy Associate - Treasury Management joins the Treasury Management Revenue Operations Team to design and implement an operating model supporting the entire sales organization from new opportunities through client retention. This role involves building a management system infrastructure, serving as a Salesforce liaison for account management and pipeline accuracy, and developing data reporting routines that leadership relies on to run the business. The candidate will utilize skills in project management, process engineering, and operational analysis to solve complex problems across cross-functional teams. Technical requirements include familiarity with Salesforce, CRM administration, SQL, Snowflake, Tableau, and Business Intelligence tools. The role focuses on the specific domain of Treasury Management sales operations, where the associate will manage information flow, ensure data integrity, and establish accountability mechanisms to drive consistent business outcomes and performance metrics.

What you'll do

  • Design and implement management system infrastructure for the Treasury Management sales organization.
  • Serve as the primary Salesforce liaison to manage access, org changes, and client assignments.
  • Monitor pipeline accuracy and develop reliable revenue forecasting models.
  • Maintain existing sales reports and dashboards while performing regular data integrity routines.
  • Identify system opportunities and problems to improve business outcomes and performance.
  • Partner with the analytics team to adopt shared metrics and infrastructure tailored to specific needs.
  • Create performance updates and agendas for communication with stakeholders and senior leadership.

What we're looking for

  • High School Diploma, GED, or equivalent certification.
  • At least 3 years of Project Management or Process Management experience.
  • At least 1 year of Process Engineering experience.
  • Bachelor’s Degree or Military experience (preferred).
  • Familiarity with Salesforce, CRM administration, or Sales Force Effectiveness (preferred).
  • 2+ years of experience in process design, engineering, operational analysis, data management, reporting, and analytics (preferred).
  • 2+ years of experience using Agile tools and methodology (preferred).
  • Experience with SQL, Snowflake, Tableau, or Business Intelligence Tools (preferred).

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