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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce architecture and enablement operations, with a strong focus on designing and implementing participant readiness systems and CRM dashboards. Proven ability to integrate marketing technologies and optimize workflows to enhance participant engagement and performance metrics.
Highest-signal resume keywords
Salesforce ArchitectureCRM Dashboard DevelopmentParticipant Readiness InitiativesMarketing Technology IntegrationData Governance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceSales CloudService CloudMarketing CloudPardotKPI FrameworksData ValidationAPI-Driven WorkflowsProcess AutomationReferral Tracking
Soft Skills
LeadershipCollaborationCommunication
Tools & Technologies
CRM EcosystemMerchant Referral SoftwareRAMRMSHubSpotMarketo
Certifications & Qualifications
Salesforce AdministratorAdvanced AdministratorSystem ArchitectApplication ArchitectSales Cloud ConsultantService Cloud Consultant
Industry Keywords
Financial ServicesPayments NetworksFintech PlatformsB2B Marketing AutomationB2B2C Marketing Automation
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Lead client and participant readiness initiatives
- Build and manage a dedicated participant enablement function
- Design an end-to-end readiness system
- Own the CRM ecosystem and marketing tool stack
- Define and execute the Salesforce and related enablement-platform roadmap
- Establish a single source of truth for participant metrics, referral tracking, and client performance analytics
- Oversee adoption, integration, and governance of marketing and enablement technologies
- Prioritize automation to reduce administrative friction while maintaining data accuracy
- Lead implementation and daily operation of merchant referral software, including RAM and RMS, within Salesforce
- Establish one system of record for merchant acceptance complaints
- Design referral workflows for seamless participant experience, accurate attribution, and automated dashboard distribution
- Develop CRM dashboards and KPI frameworks to monitor client programs, enablement initiatives, and referral performance
- Translate opportunities, engagement data, and referral metrics into actionable recommendations to improve participant engagement and conversion rates
Requirements
What you’ll need- Bachelor’s degree or military experience
- At least 8 years of experience in enablement operations, client or participant readiness, or CRM technology management
- At least 7 years of experience designing, configuring, optimizing, and architecting Salesforce environments, including Sales Cloud, Service Cloud, Marketing Cloud, Pardot, or Experience Cloud
- At least 4 years of experience integrating third-party tools, marketing technology stacks, and external referral systems directly into Salesforce
- At least 5 years of experience building custom dashboards, defining KPI frameworks, and executing data governance or data validation routines across enterprise CRM systems
- Preferred: 5+ years of people management experience
- Preferred Salesforce certifications, including Administrator, Advanced Administrator, System Architect, Application Architect, Sales Cloud Consultant, or Service Cloud Consultant
- Preferred experience in financial services, payments networks, or fintech platforms
- Preferred experience managing merchant acceptance workflows, complaints tracking, or partner referral systems
- Preferred experience with integrated B2B or B2B2C marketing automation and enablement stacks, including Salesforce Marketing Cloud, Account Engagement/Pardot, HubSpot, or Marketo
- Preferred proven track record of building an enablement or readiness function from the ground up using Flow, process automation, or API-driven workflows
- Capital One will not sponsor a new applicant for employment authorization for this position
Benefits
Comp & perks- Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI)
- Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being
- Reasonable accommodations for applicants who require them