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Capital One Logo Capital One · Finance

Principal Associate, Client Readiness

United States, Richmond 109900.00 - 125400.00 USD / Year · Job Posted May 16, 2026
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Job Description

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.

Job Responsibility

  • 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
  • Collaboration with product management, go-to-market, marketing and sales
  • Help create and coordinate training on essential sales skills
  • 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
  • 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

Requirements

  • 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

Nice to have

  • 5+ years of industry benchmarking and business case development experience
  • 3+ years of Treasury Management, Liquidity, Payables, Receivables or related process experience

What we offer

  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Health, financial and other benefits that support your total well-being
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