Manager, Project Management - Treasury Management Product Technical Sales Expert

The Commercial Bank's Treasury Management Product Team is transforming how businesses operate, building top-tier client and associate experiences using secure, best in class technology. The TM Product Team is responsible for supporting all client-facing products as well as associate-facing tools, operations, and sales support.

Technology is a critical component of Commercial Banking's Strategic direction as we continue to deploy innovative financial technologies that drive clients to reimagine their Treasury Management models, architectures and governance. With your impressive knowledge of the evolving digital landscape, innovative technologies and trends in technology strategy/implementation, you will contribute immediately with high performance teams to address Treasury Management client solutions with precision and speed.

To drive revenue from prospective and existing client relationships, this individual will exhibit a high degree of solutions consulting and technical aptitude as they interview, analyze, and assess a client's needs in an effort to tailor our solutions more effectively. The person in this role will be expected to perform these functions throughout the client lifecycle. The individual in this role will need to develop a profound understanding of Treasury Management processes and Capital One's Commercial Integrated Payables solutions.

The Product Technical Sales Expert will also interact with Treasury Sales, Operations, Client Service, Client Onboarding and Product Management groups. As such, a candidate would have clear and effective communication across multiple levels of an organization along with strong analytical and technical experience. Moreover, a strong candidate will have organizational, project management and time management skills, including the ability to multi-task, solve problems, make presentations and provide excellent follow-up.

Responsibilities will include:

• Leadership and Management

  • Consult with Relationship Managers, Sales Officers, Onboarding team and Product Managers to drive increased revenue from Commercial Treasury Management clients

  • Understand clients' needs and technologies, develop and implement product knowledge materials, leadership governance and risk management models to address today's business banking needs and support future growth

• Client Engagement

  • Prepare and support responses to Request for Proposals (RFPs) to close sales opportunities with $50MM to $1B in revenue companies with the Treasury Management Sales team

  • Provide consulting support to our TM client's accounting processes and ERPs or other business system software solutions from a functional and organizational change management standpoint

• Process Design

  • Work in multi-disciplinary teams to shape, propose, communicate and implement product development processes and solutions - intensive, high impact engagements, harnessing latest agile ways of working and leveraging design-based thinking

  • Implement continuous improvement, leveraging frameworks and data insights to revise sales and marketing activities and workflow

  • Vendor relationship management with key suppliers with a focus on new product design and development

• Thought leadership

  • Provide presentations on Treasury Management solutions across the Value Chain

  • Keep abreast of competition, technology changes, trends, etc. in the marketplace and educate partners and customers as appropriate

• Financial Product Knowledge

  • Financial industry product and technical knowledge will include

    • Integrated Payables to include ACH, Wire Transfer, Check, and Card

    • XML, EDI, BAI2, CSV format standards

    • Client delivery methods to include APIs, transmissions, SFTP protocols

    • Treasury Management product knowledge that includes online bill pay, remote deposit capture, check processing, ACH, wire transfers, Positive Pay

    • General knowledge of ERP, Treasury Work Stations, Payment Gateways, and client accounting procedures

The ideal candidate will:

• Have excellent communication and partnership skills, to interact and communicate with key stakeholders at all levels across the company to manage, inform and influence outcomes

• Have the ability to quickly learn complex products through hands-on experience, review of functional and technical documentation, and analysis of data

• Exhibit outstanding influencing skills to effectively drive project efforts

• Have the ability to quickly apply structure to manage work in a dynamic, complex environment

• Strategic thinker with the ability to dig in, analyze data and document solution alternatives

• Have strong problem solving skills

• Have excellent presentation skills

• Have strong interpersonal skills and the ability to navigate a large organization

• Proven ability to quickly earn the trust of others and develop relationships across the organization

• Ability to communicate effectively with clarity and precision in both written and verbal capacities

• Bias towards delivering impactful results

Basic Qualifications:

• Bachelor's Degree or Military experience

• At least 2 years of Treasury Management, Account Management, Technical Integration, or Consulting experience

• At least 2 years of experience working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI and JD Edwards

• At least 2 years experience performing data analytics using Microsoft Excel or Google Sheets

• At least 3 years of experience supporting sales teams or clients

Preferred Qualifications:

• MBA or Master's Degree

• At least 2 years of Project Management or Product Management experience

• At least 2 years of experience with Commercial Banking products

• 5+ years of working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI, JD Edwards, PeopleSoft, Lawson, Visual, Vantage, EPICOR, JobBoss, Macola, ECiM1, SysPro, Workday and Acumatica

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 the Capital 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.com

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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).