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Senior Associate, Business Onboarding - Hybrid - Plano, TX

Capital One

Customer Support and Service Jobs

Senior Associate, Business Onboarding - Hybrid - Plano, TX

full-timePosted: Jan 14, 2026

Job Description

Overview

Capital One's Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners, offering 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 for their needs. 

The name of our organization reflects our current leadership position in Business Cards and Payments - 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 customers.
We are seeking a high-energy, disciplined Onboarding Senior Associate to help onboard and ramp newly acquired small business credit card accounts. In this role, you will partner extremely closely with our Acquisition Sales team to maximize customer value. We are looking for a self-starter, a go-getter, and a highly personable individual who can be the face of Capital One and help our customers take full advantage of all the benefits our Small Business Product suite offers. 
Core ResponsibilitiesThe Onboarding Associate will manage a portfolio of new small business credit card accounts from the initial application approval through day ~60. 
  • Provide hands-on one-on-one consultation to customers during the onboarding and ramp process to accelerate credit card purchase volume and product adoption

  • Ask consultative questions to uncover additional opportunities for our suite of payment solutions

  • Actively ask for customer referrals and leverage early success to identify new opportunities for your Acquisition Sales partners

  • Maintain a thorough understanding of the Business Cards & Payments product suite including features and benefits, rewards structure, and online portal

  • Accurately and promptly record all customer interactions in Salesforce

  • Share feedback with Field Sales partners about ways to enhance customer handoff to ensure the best customer experience

  • Be obsessed with helping our customer maximize the card program, while meeting them where they are at with their business

  • Basic Qualifications
  • 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 a CRM software such as Salesforce for client tracking and reporting

  • Preferred Qualifications
  • 2+ years of business-to-business (B2B) sales experience or client management experience

  • Proactive and self-motivated with the capacity to work independently and manage competing priorities

  • Exceptional written and verbal communication skills with a proven ability to influence, persuade, and negotiate effectively

  • At this time, Capital One will not sponsor a new applicant for employment authorization for this position.The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.









    Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.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.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.comCapital 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).

    Locations

    • Plano, Texas Plano, TexasMcLean

    Salary

    Estimated Salary Rangemedium confidence

    50,000 - 85,000 USD / yearly

    * This is an estimated range based on market data and may vary based on experience and qualifications.

    Skills Required

    • sales experienceintermediate
    • customer-facing consultationintermediate
    • CRM software (Salesforce)intermediate
    • consultative sellingintermediate
    • verbal and written communicationintermediate
    • B2B client managementintermediate
    • self-motivationintermediate
    • referral generationintermediate

    Required Qualifications

    • At least 2 years of sales or customer development experience in a customer-facing role (experience)
    • At least 1 year of experience using Salesforce (experience)
    • 2+ years of B2B sales or client management experience (preferred) (experience)

    Responsibilities

    • Manage portfolio of new small business credit card accounts from approval through day ~60
    • Provide one-on-one consultation to accelerate credit card purchase volume and product adoption
    • Ask consultative questions to uncover opportunities for payment solutions
    • Actively ask for customer referrals and identify opportunities for sales partners
    • Maintain understanding of Business Cards & Payments product suite
    • Record customer interactions in Salesforce
    • Share feedback with Field Sales partners

    Benefits

    • general: comprehensive health benefits
    • general: financial benefits
    • general: other benefits supporting total well-being

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    Capital One logo

    Senior Associate, Business Onboarding - Hybrid - Plano, TX

    Capital One

    Customer Support and Service Jobs

    Senior Associate, Business Onboarding - Hybrid - Plano, TX

    full-timePosted: Jan 14, 2026

    Job Description

    Overview

    Capital One's Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners, offering 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 for their needs. 

    The name of our organization reflects our current leadership position in Business Cards and Payments - 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 customers.
    We are seeking a high-energy, disciplined Onboarding Senior Associate to help onboard and ramp newly acquired small business credit card accounts. In this role, you will partner extremely closely with our Acquisition Sales team to maximize customer value. We are looking for a self-starter, a go-getter, and a highly personable individual who can be the face of Capital One and help our customers take full advantage of all the benefits our Small Business Product suite offers. 
    Core ResponsibilitiesThe Onboarding Associate will manage a portfolio of new small business credit card accounts from the initial application approval through day ~60. 
  • Provide hands-on one-on-one consultation to customers during the onboarding and ramp process to accelerate credit card purchase volume and product adoption

  • Ask consultative questions to uncover additional opportunities for our suite of payment solutions

  • Actively ask for customer referrals and leverage early success to identify new opportunities for your Acquisition Sales partners

  • Maintain a thorough understanding of the Business Cards & Payments product suite including features and benefits, rewards structure, and online portal

  • Accurately and promptly record all customer interactions in Salesforce

  • Share feedback with Field Sales partners about ways to enhance customer handoff to ensure the best customer experience

  • Be obsessed with helping our customer maximize the card program, while meeting them where they are at with their business

  • Basic Qualifications
  • 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 a CRM software such as Salesforce for client tracking and reporting

  • Preferred Qualifications
  • 2+ years of business-to-business (B2B) sales experience or client management experience

  • Proactive and self-motivated with the capacity to work independently and manage competing priorities

  • Exceptional written and verbal communication skills with a proven ability to influence, persuade, and negotiate effectively

  • At this time, Capital One will not sponsor a new applicant for employment authorization for this position.The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.









    Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.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.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.comCapital 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).

    Locations

    • Plano, Texas Plano, TexasMcLean

    Salary

    Estimated Salary Rangemedium confidence

    50,000 - 85,000 USD / yearly

    * This is an estimated range based on market data and may vary based on experience and qualifications.

    Skills Required

    • sales experienceintermediate
    • customer-facing consultationintermediate
    • CRM software (Salesforce)intermediate
    • consultative sellingintermediate
    • verbal and written communicationintermediate
    • B2B client managementintermediate
    • self-motivationintermediate
    • referral generationintermediate

    Required Qualifications

    • At least 2 years of sales or customer development experience in a customer-facing role (experience)
    • At least 1 year of experience using Salesforce (experience)
    • 2+ years of B2B sales or client management experience (preferred) (experience)

    Responsibilities

    • Manage portfolio of new small business credit card accounts from approval through day ~60
    • Provide one-on-one consultation to accelerate credit card purchase volume and product adoption
    • Ask consultative questions to uncover opportunities for payment solutions
    • Actively ask for customer referrals and identify opportunities for sales partners
    • Maintain understanding of Business Cards & Payments product suite
    • Record customer interactions in Salesforce
    • Share feedback with Field Sales partners

    Benefits

    • general: comprehensive health benefits
    • general: financial benefits
    • general: other benefits supporting total well-being

    Target Your Resume for "Senior Associate, Business Onboarding - Hybrid - Plano, TX" , Capital One

    Get personalized recommendations to optimize your resume specifically for Senior Associate, Business Onboarding - Hybrid - Plano, TX. Takes only 15 seconds!

    AI-powered keyword optimization
    Skills matching & gap analysis
    Experience alignment suggestions

    Check Your ATS Score for "Senior Associate, Business Onboarding - Hybrid - Plano, TX" , Capital One

    Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

    ATS compatibility check
    Keyword optimization analysis
    Skill matching & gap identification
    Format & readability score

    Answer 10 quick questions to check your fit for Senior Associate, Business Onboarding - Hybrid - Plano, TX @ Capital One.

    Quiz Challenge
    10 Questions
    ~2 Minutes
    Instant Score

    Related Books and Jobs

    No related jobs found at the moment.