Sales Development Team Lead- Capital One Software (Remote)
Wilmington, DE jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Washington, DC jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Boston, MA jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
New York, NY jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Atlanta, GA jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
McLean, VA jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Philadelphia, PA jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Chicago, IL jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Sales Development Team Lead- Capital One Software (Remote)
Dallas, TX jobs
Sales Development Team Lead- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
Who We're Searching For
We're looking for a hands-on Sales Development Manager to build, lead, and scale our sales development (SDR) function from the ground up. You'll be both architect and operator: owning a team and individual pipeline creation quota, designing the strategy, processes, and KPIs for a high-performing, account-based outbound sales motion while personally prospecting into top-tier accounts and owning pipeline creation goals.
This isn't a "manage from the dashboard" role. You'll be in the trenches with the team - refining ICP and targeting, crafting sales messaging, running experiments, and joining account planning sessions - while developing SDRs into world-class enterprise prospectors. This is a sales leadership role, measured on net-new pipeline and opportunity creation in partnership with our Sales team leads and Account Executives. If you're a strategic builder, strong operator, and coach who loves turning ambiguity into a repeatable, scalable sales engine, this role is for you.
Roles & Responsibilities
Sales & Pipeline Ownership (Player/Coach)
Own a personal book of target accounts with clear opportunity creation quotas; perform deep account research; run multi-threaded outreach across email, LinkedIn, and phone; run discovery with technical and business stakeholders and hand off high-quality, qualified opportunities to AEs. Own team-level pipeline creation targets and drive SDR daily/weekly selling activities to achieve them.
Build and Lead the Sales Development Function
Design the SDR strategy, operating model, and KPIs for account-based outbound; create core sales processes, prospecting playbooks, and cadences; partner with Sales Leadership, Marketing, Enablement, and Sales Operations on ICP, territories, and target account strategy.
Team Leadership & Sales Coaching
Hire, onboard, and ramp SDRs; run regular 1:1s, live call coaching, and deal reviews; set clear expectations and development plans; build a culture of sales accountability, experimentation, and continuous improvement.
Cross-Functional Collaboration & Feedback Loops
Partner with AEs on account engagement plans and full-funnel sales strategies; align SDR motions with Marketing campaigns and events; work with Enablement on sales messaging, objection handling, and competitive positioning; deliver structured field feedback to Product and Marketing.
Systems, Data, and Reporting
Ensure disciplined use of Salesforce, Groove, LinkedIn Sales Navigator, ZoomInfo, and related tools; build and review SDR dashboards; use funnel data to diagnose bottlenecks and iterate on programs, KPIs, and playbooks.
Basic Qualifications
At least 5 years of experience in enterprise GTM roles such as sales, business development, partnerships, SDR, BDR, or inside sales, such as in SaaS or technology.
At least 3 years of experience owning or co-owning an outbound prospecting motion into enterprise accounts with an Annual Contract Value (ACV) of $75,000 or greater (as an individual contributor, team lead, or manager).
At least 2 years of experience leading, managing, or mentoring a quota-carrying GTM team (for example: SDR, BDR, sales, BD, or partnerships) with responsibility for pipeline creation and revenue outcomes.
At least 3 years of experience engaging stakeholders in sales cycles and strategic partnerships.
At least 3 years of experience using a CRM such as Salesforce and sales engagement tools (for example: Groove, Outreach, Salesloft, LinkedIn Sales Navigator, ZoomInfo, Gong, or similar).
At least 3 years of experience meeting or exceeding KPIs related to pipeline creation, opportunity quality, and conversion.
Preferred Qualifications
7+ years of experience in enterprise GTM leadership roles (for example: sales, business development, partnerships, SDR, BDR, or inside sales) within SaaS or technology.
Experience standing up or significantly scaling an outbound motion or SDR, BDR, or inside sales function (process, KPIs, hiring profile, playbooks, dashboards).
Proven success building and leading teams that create net-new pipeline at scale, with clear examples of improving conversion rates and deal quality over time.
Experience in data, analytics, cloud, or AI ecosystems and/or adjacent platform environments (for example: Snowflake, Databricks, or major public clouds).
Experience selling into or partnering with highly regulated industries (for example: Financial Services or Healthcare)
Demonstrated ability to collaborate with Account Executives and Sales Leaders on strategic account planning, territory design, and coverage models.
Demonstrated ability to hire, coach, and develop early-career GTM talent (SDRs, BDRs or equivalent) into high performers and next-step roles (AE, BD, Partnerships).
Strong written and verbal communication skills, with the ability to simplify complex value propositions and tailor messaging to senior technical and business stakeholders.
Demonstrated ability to maintain precision and quality while scaling outreach across multiple accounts, segments, and team members.
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.
Remote (Regardless of Location): $165,000 - $165,000 for Sr. Manager, SaaS Sales
Richmond, VA: $165,000 - $165,000 for Sr. Manager, SaaS Sales
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. 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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 ; 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- or via email at . 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
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).
Enterprise Systems Team Lead
Fairfield, CT jobs
Please Read*
For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************.
Department: Information Technology Services
Reports To: Director, Enterprise Systems
Location: Fairfield University (Hybrid/On-site Preferred; Remote Considered)
Position Summary:
Fairfield University is seeking a self-driven, technically proficient, and hands-on Enterprise Systems Team Lead to guide our growing team of enterprise systems professionals-including analysts, integration developers, and system administrators-with a strong focus on Workday.
This leader will play a key role in delivering Workday solutions across HCM, Finance, Payroll, and Student modules, while also contributing directly to the design, integration, and advancement of the University's enterprise systems architecture.
As a critical member of the Enterprise Computing team, the Team Lead will serve as a technical leader, mentor, and solutions architect, driving forward the University's strategic goals through effective technology solutions, proactive team coordination, and hands-on execution. The Team Lead will also provide direct support to one or more assigned administrative or academic units, acting as a hands-on technical partner to manage support needs, coordinate system enhancements, and align solutions with functional goals.
Key Responsibilities:
Leadership & Strategy
Serve as Technical Lead for a team of Analysts, Developers, and System Administrators.
Engage regularly with functional leads and administrative partners to understand evolving business needs, provide consultative support, and translate requirements into scalable technical solutions.
Act as the team's technical escalation point and guide architectural decisions on integrations and configurations, with a key focus on Workday.
Collaborate with the Director of Enterprise Systems and functional leaders to define and execute system roadmaps that support university goals.
Foster a culture of innovation, collaboration, accountability, and continuous improvement.
Technical Oversight, Development & Support
Provide technical expertise, peer review, and guidance across the team. During high-priority initiatives or peak workloads, contribute hands-on by developing complex configurations (including security), integrations, business processes, and advanced reports.
Oversee daily operations of enterprise systems, including support tickets and system changes, in collaboration with the Enterprise Systems team.
Provide escalation support for troubleshooting and cross-functional issues involving functionality, security, integrations, or dependencies with other platforms.
Partner with System Administrators to ensure the stability, performance, and security of the Workday environment-including reporting, integrations, and configuration documentation.
Coordinate system updates, releases, integration projects, and end-user training in alignment with team priorities.
Monitor Workday releases, assess the impact of new features, and coordinate adoption strategies with the Director of Enterprise Systems, PMO, and other stakeholders.
Stay current with Workday tools such as Workday Studio, Prism Analytics, Extend, Journeys, Adaptive Planning, and Strategic Sourcing.
Process Improvement & Reporting
Champion the adoption of Workday best practices across the University by serving as a change agent, educating stakeholders, and driving user engagement and confidence in the platform.
Collaborate with academic and administrative units to streamline processes, translate requirements into technical designs, and build reports and dashboards.
Project Management & Operations
Coordinate planning, execution, and communication for Enterprise Systems initiatives.
In collaboration with the Director of Enterprise Systems, manage workload prioritization and resource allocation within the team.
Track and report on team performance, system uptime, integration issues, project milestones, and change management progress against the Enterprise Systems roadmap.
Assume additional responsibilities and duties as assigned in support of departmental and institutional goals.
Required Qualifications
Bachelor's degree in Information Systems, Computer Science, or a related technical field.
5+ years of Workday technical experience (HCM, Finance, Payroll, or Student), including hands-on integration and reporting.
Prior experience leading or mentoring a technical team.
Expertise in Workday Studio, EIBs, RaaS, Calculated Fields, Web Services (REST/SOAP), XML, XSLT, and Workday Security.
Demonstrated adherence to DevOps best practices, including structured code development, version control, peer review, and testing in non-production environments.
Experience designing technical documentation, field mappings, and conducting unit/system testing.
Strong interpersonal and communication skills with the ability to interface across all levels of the organization.
Preferred Qualifications
Experience in a Higher Education environment.
Workday certifications.
Familiarity with Workday Security Configuration.
Experience with integrations between Workday and other Higher Education systems such as CRMs (Raiser's Edge, Slate), LMS (Blackboard), Data Warehouses (Snowflake), Payment Processing (Touchnet), and Payroll Processors (ADP).
Working Conditions
On-campus work preferred; hybrid and remote work arrangements considered.
Occasional evening or weekend work may be required during critical project phases or system outages.
Travel to the University campus, Workday Rising, training events, or professional conferences as needed.
Please Read*
For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************.
Category:
ITS - Admin
Performs such other duties, responsibilities, and activities as required by supervisor and as departmental/University needs indicate.
*Disclaimer
The above information indicates the general nature and level of work performed by employees within this classification. It is not designed to contain and should not be interpreted as a comprehensive inventory of all duties, responsibilities, activities, and/or qualifications required or expected of employees assigned to this job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice.
All offers of employment are contingent upon a satisfactory background check.
Fairfield University provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a
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. You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying. Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description. Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to ****************
Auto-Apply
AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience.
Job Responsibilities:
Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS's performance metrics, providing training and feedback to team members, and completing salary and performance reviews
Must be a champion for AFS values and policies
Assist in training staff members throughout the year
Resolve a minimum of 50% of service issues escalated by team members
Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events
Assist team members with annual client reviews
Maintain a caseload of about 50 clients
Provide design and consulting services to plans assigned to the team
Cultivate existing client relationships for plans assigned to the team
Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team
Qualifications:
10+ years of experience in nondiscrimination testing
5+ years of supervisory experience
Credentials with a nationally recognized organization (ASPPA or NIPA)
Strong knowledge of ERISA and Internal Revenue Code and Regulations
Strong research and analytical skills
Excellent written and verbal communication skills
Proficiency in MS Excel and MS Word
Superior organizational and coordination skills
Flexibility, adaptability, and ability to multi-task
Knowledge of Pension Pro is a plus
Compensation and Benefits:
Base Salary $80,000-$120,000
Salaried, exempt
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Work Location/Hours:
Work from home
Must work from USA and be authorized to work for any US employer
We will supply all necessary computer equipment
You may choose a start time between 7:30 am and 8:30 am
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Auto-ApplyPortfolio Management Team Leader
Columbus, OH jobs
The Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portfolio management improvements, tools and resources. The PM Team Leader will work closely with business line partners to efficiently and strategically grow the commercial loan portfolio. The PM Team Leader is responsible for ensuring reporting requirements, annual reviews, covenants, spreads, renewals and related underwriting activities are completed timely, accurately and are aligned with the Bank's standards, policies and procedures. The PM Team Leaders will be responsible for assigning appropriate risk ratings, identifying credit risks and recommending appropriate credit actions. This position involves frequent interaction with Market Executives, Credit Risk Officers, Loan Administrative Leader and Loan Operations management.
Essential Functions
* Drive Portfolio Management strategy, implementation and execution
* Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness
* Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio.
* Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports.
* Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process.
* Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth
* Assign credit relationships to PM's based on capacity, credit acumen and other factors.
* Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment.
* Ensure all loan approval conditions have been met within required time frame
* Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors
* Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis
* Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed
* Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager
* Initiate and/or complete loan modifications per established protocols
* Manage and maintain collateral requirements
* Coordinate and assist with criticized loan reports as part of the Watch List program
* Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required
* Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point
* Facilitate client service requests
* Optimize client relationships and create an exceptional client experience
* Comply with all corporate standards and audit-related matters in specific areas of responsibility
* Remain current on all banking rules and regulations
* Establish increased productivity and profitability
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Qualifications
* Bachelor's Degree Business, Finance, or related degree required
* 8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation
preferred And
* Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader
* Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader
* Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader
* Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader
#LI-CW1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyCashiering Support Team Lead - Remote
Remote
We are seeking to fill the role of Cashiering Support Specialist. The ideal candidate enjoys collaborating with clients, industry partners and internal teams to maximize outcomes for homeowners.
Responsibilities
• Research and complete complex or escalated requests received through various channels within established guidelines and quality standards.
• Process and post funds accurately and efficiently which may include: monthly mortgage payments, escrow funds, payoffs, bankruptcy funds, claim funds, foreclosure, and loss mitigation funds.
• Review, decision, and process complex exception payments/funds as required. (Lockbox, Ebox, Third-Party funds, Wires, Overnights, Suspense funds, etc.)
• Review detection reports and process loan adjustments as needed.
• Act as a point of contact for inquiries and concerns regarding payments.
• Research and resolve outstanding items in clearing accounts.
• Perform data and/or documentation gathering, root cause analysis and trends.
• Assist management with projects and procedural or policy updates.
• Run MSP scripts and/or mass trans as needed.
• Deliver training and support to team members to enhance their skills and performance.
• Collaborate with other departments as needed to ensure accurate payment processing.
• Escalate critical or significant issues, or unusual circumstances, to leadership and follow through to resolution.
• Ensure compliance with applicable regulations and company policies.
• All other duties as assigned.
Qualifications
• High School Diploma or equivalent.
• 5+ years' experience in mortgage operations, accounting, banking or finance.
• Proficient in Microsoft Office applications, with a strong emphasis on Excel and Outlook.
• Familiarity with loan servicing practices, including specific departmental knowledge required to research and resolve open tickets and tasks.
• Sufficient analytical skills to apply data and information in problem-solving.
• Proven ability to read, interpret, and analyze complex accounts and records.
• Ability to manage time and priorities wisely and adapt to frequently changing processes and procedures.
• Ability to work in a high-volume and time-sensitive environment.
• Ability to work independently with minimal direction and effectively meet deadlines.
• Ability to work collaboratively with peers in a team environment to attain common goals.
• Ability to communicate effectively in writing, in person, and by telephone with all levels of the organization.
• Ability to maintain strict confidentiality.
Desired Skills and Qualifications
• Associate's degree in Accounting, Business or Finance
• 2+ years data entry experience
Total Rewards
LoanCare's Total Rewards Package offers a comprehensive blend of health and welfare, financial, lifestyle and learning benefits to support employee well-being and engagement. Highlights include:
Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance
Time Off: Paid holidays, vacation, and sick leave
Retirement & Investment: Matching 401(k) plan and employee stock purchase plan
Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
Employee Recognition: Programs that celebrate achievements and milestones
Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth.
Compensation Range: $20.43 - $34.28 hourly. Actual compensation may vary within the range provided, depending on a number of factors, including qualifications, skills and experience.
Build Your Future with LoanCare
At LoanCare, we don't just service mortgage loans-we serve people. As a leading full-service mortgage loan subservicer, we deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, we offer a career foundation built on integrity, innovation, and collaboration.
Here, you'll find:
A culture that helps you thrive, with resources and support to fuel your growth
Flexibility to work remotely, while staying connected through virtual engagement
Opportunities to make a real impact in an industry that touches millions of lives
If you're ready to grow your career in a place that values your contributions and empowers your success, we invite you to join our team.
About Remote Employment
We provide the necessary equipment; all you need is a quiet, private place in your home and a high-speed internet connection with a minimum network download speed of 25 megabits per second (MBPS) and a minimum network upload speed of 10 MBPS.
Work Conditions
Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary.
Physical Demands
Sitting up to 90% of the time
Walking and standing up to 10% of the time
Occasional lifting, stooping, kneeling, crouching, and reaching
Equal Employment Opportunity
LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.
Auto-ApplyOperations Site Lead
Dayton, OH jobs
The Team
We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems ("UAS"). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators.
Auto-ApplyOperations Site Lead
Dayton, OH jobs
**The Team** We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems ("UAS"). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators.
**What You Need to Succeed**
+ High school diploma or equivalent required; Bachelor's degree preferred.
+ Minimum 2 years of work experience in telecommunications or a related field required.
+ Must be at least 21 years old, have a valid driver's license, have a demonstrated safe driving record, and be able to travel extensively by car or truck.
+ Must have, or within a year of hire obtain, FAA Part 107 Certification to operate UAS.
+ Vendor management experience, real-estate management experience, or a civil construction background preferred.
+ Knowledge of radio transmitters, receivers, antennas, radio frequency, wireless, or ethernet backhaul experience preferred.
+ Ability to use discretion when setting priorities and resolving issues in accordance with Company best practices and standards.
+ Strong computer skills, including Microsoft Word and Excel; ability to use additional Company software applications.
+ While performing the role, you will need to lift up to 60 lbs. and be able to traverse developed and undeveloped construction sites.
+ Approximately 40% overnight travel may be required in support of the position's responsibilities.
+ Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively.
+ Ability to work with different functional groups and levels of employees to effectively and professionally achieve results.
+ Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment.
American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, the base salary range for this position is $28.85 - $38.46 hourly, with eligibility for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice.
American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here to learn more *************************************************
**What You Can Offer Us**
+ Perform routine site audits on assets in an assigned area/zone in an efficient and cost-effective manner, utilizing UAS and other data collection tools.
+ Ensure all assets in said area/zone meet safety, compliance, and asset integrity standards through implementation of the Company's Standard of Care and other management policies by identifying and documenting discrepancies and following through on needed remediation.
+ Effectively engage with customers and vendors to manage projects, ensuring timelines and safety standards are met during pre-construction meetings and post-construction site walks and when gathering and processing closeout data for customer construction and internally generated projects.
+ Meet customer service level agreements by responding quickly to any issues with the Company's back-up generators, fiber- based networks, or emergency response to critical events.
+ Approximately 75% of time role will be performed outside of a conventional office environment visiting assets in a Company vehicle.
+ Other duties as assigned.
American Tower is a global digital infrastructure company serving customers through tower sites and other real estate solutions that support connectivity and opportunity, focused on achieving our vision of Building a More Connected World. Our success is rooted in the potential of our people and the power of local teams at our offices and sites across 25 countries.
We are one of the largest global Real Estate Investment Trusts (REITs) and a publicly traded (NYSE:AMT), Fortune 500 Company headquartered in Boston, Massachusetts. The next decade will be an exciting time as we evolve our infrastructure to meet tomorrow's needs and position our people to elevate their impact, their potential, and our shared success. Come grow your career with us!
For more information about how American Tower is building a more connected world, visit americantower.com
American Tower is proud to be an equal opportunity employer and will not discriminate against an applicant or employee based on age, sex, sexual orientation, gender identity, race, color, creed, religion, national origin or ancestry, citizenship, marital status, familial status, disability, military or veteran status, genetic information, pregnancy, reproductive decisions, or any other characteristic protected under applicable law.
American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, please see the base salary range for this position listed below. This position is also eligible for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice.
American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here (*************************************************) to learn more.
**Requisition ID** : 2153
Bilingual Team Lead - Collections (UT)
Draper, UT jobs
Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform.
We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved!
This role is a work from home position and can be performed remotely within a 60-mile radius of Draper, UT.
Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development.
WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do!
YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors.
YOUR DAY-TO-DAY:
Train team members on effective customer interaction methods
Examine team behavior and practices to provide constructive feedback and direction.
Motivate team members to achieve desired results
Ensure that service levels consistently exceed expectations for the team
Handle inbound and outbound calls
Work with Progressive Customers and provide exceptional customer experiences
Manage and accurately document account details
Work with Supervisor to set weekly/monthly goals with the team
Responsible for agent growth and development
Act as the first primary responder to questions from team
YOU'LL BRING:
Fluency in both English and Spanish required
Collections experience required
Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays
Excellent communication skills, both written and verbal
Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers
Proficiency with Microsoft Office Suite (Excel functions and formulas a plus)
Proven ability to coach and mentor others
General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act
Previous leadership experience a plus
Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
Auto-ApplyBilingual Team Lead - Collections (El Paso)
El Paso, TX jobs
Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform.
We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved!
This role is a work from home position and can be performed remotely within a 60-mile radius of El Paso, TX.
Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development.
WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do!
YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors.
YOUR DAY-TO-DAY:
Train team members on effective customer interaction methods
Examine team behavior and practices to provide constructive feedback and direction.
Motivate team members to achieve desired results
Ensure that service levels consistently exceed expectations for the team
Handle inbound and outbound calls
Work with Progressive Customers and provide exceptional customer experiences
Manage and accurately document account details
Work with Supervisor to set weekly/monthly goals with the team
Responsible for agent growth and development
Act as the first primary responder to questions from team
YOU'LL BRING:
Fluency in both English and Spanish required
Collections experience required
Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays
Excellent communication skills, both written and verbal
Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers
Proficiency with Microsoft Office Suite (Excel functions and formulas a plus)
Proven ability to coach and mentor others
General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act
Previous leadership experience a plus
Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
Auto-ApplyBilingual Team Lead - Collections (AZ)
Glendale, AZ jobs
Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform.
We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved!
This role is a work from home position and can be performed remotely within a 60-mile radius of Glendale, AZ.
Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development.
WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do!
YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors.
YOUR DAY-TO-DAY:
Train team members on effective customer interaction methods
Examine team behavior and practices to provide constructive feedback and direction.
Motivate team members to achieve desired results
Ensure that service levels consistently exceed expectations for the team
Handle inbound and outbound calls
Work with Progressive Leasing Customers and provide exceptional customer experiences
Manage and accurately document account details
Work with Supervisor to set weekly/monthly goals with the team
Responsible for agent growth and development
Act as the first primary responder to questions from team
YOU'LL BRING:
Fluency in both English and Spanish required
Collections experience required
Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays
Excellent communication skills, both written and verbal
Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers
Proficiency with Microsoft Office Suite (Excel functions and formulas a plus)
Proven ability to coach and mentor others
General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act
Previous leadership experience a plus
Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
Auto-ApplyCommercial Underwriting/Credit Team Leader
Lakewood, OH jobs
Full-time Description
The Commercial Underwriting/Credit Team Leader is responsible for supervising the commercial credit department. Participates in the loan management process by providing credit and loan underwriting expertise to the Bank's Commercial Lending team. Analyzes prospective loan transactions and credit worthiness of borrowers. Validates the credit analysis prepared by the Commercial Credit Analysts and provides opinions and recommendations regarding proposed credits and potential risks.
Duties and Responsibilities:
Manage personnel activities of direct report staff; including employee reviews and development plans. Tasked with mentoring/enhancing staff development set team goals and monitor performance. Responsible for managing and directing workflow of direct reports to ensure quality and timeliness of credit product delivery.
Analyze financial statements in conjunction with underwriting commercial loan requests. Prepare, and review in depth written analysis for relationships. Prepare credit presentations that incorporates and analyzes all relevant borrower and related financial information. Loan requests include CRE and C&I. Ensure sound practices in the commercial credit underwriting process.
Manage the Commercial Loan Review function. Oversee the review of existing commercial loans and risk rating analysis on the portfolio; prepare and review in depth written analyses for relationships of all sizes and all levels of complexity; ensure compliance testing of loan requirements.
Work with Loan Officers / Business Bankers to assemble financial information as to develop an initial assessment by identifying strengths and weaknesses as pertaining to a borrower's historical and current operating performance.
Review loan structure of new loan requests identifying any risks or policy exceptions. Make recommendations on loan structure and reporting requirements where appropriate.
Research industry specific information from outside sources, including conversation with the borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the internet.
Attend and contribute to various Bank committee meetings i.e. Credit Risk, SAC, and Loan Review. Prepare and maintain Commercial Loan Committee minutes.
Oversee the SBA commercial credit underwriting and approval process: Express, 7A, 504.
Oversee and prepare monthly/quarterly reporting relating to commercial credit and the commercial loan portfolio.
Manage service providers and vendors; structure relationships with service providers in a strategic manner; set expectations; develops performance metrics; measures vendor performance, provide feedback and hold accountable.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
Requirements
Qualifications and Skills:
10-15 years of experience in commercial credit or financial services is required.
Prior leadership experience is required.
Proficiency in underwriting and structuring complex commercial loans (both CRE and C&I) is required.
Prior experience with commercial loan review function and/or management is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, as well as Cleartouch, OnBase, and CreditQuest.
Bachelor's degree OR equivalent experience is required.
Necessary competencies:
Accountability
Business Acumen
Resilience
Collaboration
Leads for High Performance
Communication
Quality Focused
Process Oriented
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
Must have a valid driver's license.
This position is performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.
Credit Union Team Lead
East Liberty, OH jobs
Job Purpose
This position, along with the Branch Manager, provides leadership for the branch in all areas of operations to ensure members receive a very high level of service while meeting all compliance and regulatory requirements.
Key Accountabilities
Assist branch staff with questions that arise from daily member interactions. Train and develop staff to support their success.
Member Service: Assist members in a professional, courteous, and efficient manner while accurately executing transactions, account maintenance, opening and closing accounts, processing loan applications, and completing IRA documents.
Support the Branch Manager in building and maintaining an environment where staff evaluate member needs and cross sell products and services to meet those needs. Support achievement of branch and individual sales goals.
Work in and troubleshoot multiple systems, develop working knowledge of regulations and policies, reinforce staff knowledge, and multitask effectively.
Support Branch Manager with strategy for meeting all goals and metrics.
Support Branch Manager to ensure all policies and procedures are followed and maintained.
Communicate effectively with the Branch Manager regarding all aspects of the branch including member issues and staff needs.
Qualifications, Experience, and Skills
Minimum Educational Qualifications
High School Diploma or GED Equivalent
Minimum Experience
At least 2 years in a customer service related field
Other Job Specific Skills
Consumer lending experience
Strong customer service and sales skills in a financial services environment
Strong leadership skills
High professional standards including ability to maintain confidentiality
Working Conditions
The Team Lead provides branch oversight, so hours depend on the branch schedule. Some travel may be required for training, meetings, or conferences. Physical requirements are consistent with a standard office environment. Overtime is minimal and only required to meet branch needs.