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Principal Associate, Client Development

BlueTarp Financial

BlueTarp Financial

Sales & Business Development
Richmond, VA, USA
Posted on Saturday, June 22, 2024


West Creek 7 (12077), United States of America, Richmond, Virginia Principal Associate, Client Development

The Principal Associate will support Treasury Management (TM) sales throughout the sales readiness process. The primary responsibility of the Principal Associate is to develop client facing materials, commercial insights, industry benchmarks, business case, and other tools and assets to help accelerate the sales cycle and increase win rates. This includes collaboration with product management, go-to-market, marketing and sales. The Principal Associate will also help create and coordinate training on essential sales skills related to these deliverables.

Primary Responsibilities

  • Commercial Insights – work closely with Sales team representatives in each line of business to develop benchmarks, business case, and commercial insights

  • Help bring TM products to market by ensuring client-facing tools and assets are maintained and up to date by coordinating with product, marketing, sales and delivery leads

  • Support sales readiness for existing and new products including updates to TM Sales Playbook, training, and client facing tools and assets

  • Coordinate with Sales, Sales Analytics and Product to identify and increase sales in underpenetrated segments and products

  • Develop and recommend tools and assets to measure usage and impact of Sales Enablement deliverables

  • Gather, maintain and provide competitive market intelligence and develop Capital One responses to overcome objections during the sales process

Basic Qualifications

  • Bachelor's Degree or Military experience

  • At least 3 years of Financial Services experience

  • At least 2 years of Treasury Management, Payables, or Receivables experience

Preferred Qualifications

  • 5+ years of industry benchmarking and business case development experience

  • 3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience

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 theCapital 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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.com

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).