• Own the proactive monitoring of provider API health across 50+ banking connections. Track bank data quality metrics, API response times, and connectivity status. Identify and investigate anomalies — when time-to-authorize increases for a high-volume provider, you're the person who notices, investigates, and acts. Maintain and update the provider status channel so support, customer success, and product teams have reliable, real-time visibility. • Manage the SWIFT exception queue, resolving repair cases and coordinating with banks and/or clients to clear blockers. Handle provider verification workflows across SWIFT, Plaid, Blink, and other connectivity channels. Ensure provider data in Circit's systems is accurate and current. • Support the activation process for new bank connections — coordinating between Circit's engineering team and bank technical contacts to ensure smooth go-lives. Maintain the provider database with accurate coverage, authentication types, product support details, and connection status. • Provide post-go-live support for clients on newly activated bank connections. Create and maintain client authorization guides. Act as the operational bridge when clients encounter provider-specific issues, communicating with banks on behalf of clients to resolve blockers. • Spend 20-30% of your time embedded with the product team, providing operational context that informs roadmap priorities. Surface patterns from provider monitoring that indicate product improvements needed. Contribute to data quality definitions and admin panel documentation for broader team enablement. • Build and maintain operational playbooks for provider monitoring, exception handling, and activation processes. Identify recurring issues and propose automation or process improvements. Contribute to the provider management vision — making provider information self-serviceable for customer success and support teams.

• Be the first responder to any inbound market signal, dispatch notification, or grid operator communication — drop everything and execute • Lead all internal coordination during a dispatch event: activate the portfolio, align the AGent team, communicate status in real time, and drive toward a flawless delivery • Monitor market alerts and high-alert conditions, keeping the internal team informed and prepared to act • Conduct and coordinate dispatch verification tests, including seasonal portfolio testing for market compliance • Capture lessons learned after every dispatch event; track and resolve any customer issues that arise • Audit offers portfolios regularly to identify suboptimal schedules, sites not in market, or incorrect kW offer values • Support the Energy Markets team with offer management and real-time market optimization during dispatch windows • Own the dispatch readiness calendar — ensure all customers are tested, validated, and prepared well ahead of seasonal start dates • Create and deliver seasonal readiness communications to customers ahead of peak dispatch periods • Monitor customer participation performance and proactively address gaps before they become issues • Maintain accurate, up-to-date records of customer site status, program enrollment, and readiness in HubSpot • Manage new customer onboarding end-to-end: from signed contract through market entry and first dispatch • Serve as the primary point of contact for customers throughout onboarding and early account lifecycle • Partner cross-functionally with Field Engineering, Energy Markets, and Sales to deliver a seamless customer experience and ensure clean internal handoffs • Schedule and lead onboarding check-ins and status updates with customers and internal stakeholders • Ensure timely collection of interval data, site information, and documentation required for market registration • Support customers and the sales team with account-related questions beyond onboarding • Build the processes, playbooks, and templates that will define AGent's customer success function as the company scales • Eventually hire and manage a lean team of customer success associates as the portfolio grows • Own HubSpot as the system of record for customer accounts. From signed customer agreement through payments, this role will own all of the required Hubspot processes and data and must maintain rigorous data hygiene • Work with the Head of Operations to tighten internal data flows and build reporting that gives leadership real-time visibility into portfolio health • Contribute to process documentation across dispatch operations and customer success • Identify and implement tools and automation that reduce manual work and improve operational efficiency • Actively use Claude AI to draft customer communications, build process documentation, synthesize market information, and scale output across the role • Bring a continuous improvement mindset to how AI can reduce toil and increase quality across operations

Role Description We are seeking a motivated and highly skilled Commercial Operations Manager to join our team. Reporting to the Senior Vice President of Sales, you will be responsible for delivering reliable commercial reporting, supporting sales planning and compensation processes, and maintaining operational rigor across sales tools and workflows. You will collaborate closely with the sales, finance, and marketing teams to ensure seamless operational support and execution of commercial initiatives. You will focus on execution, analysis, and operational support across Prescott’s Med’s commercial activities. You will be responsible for preparing sales analytics, maintaining dashboards, supporting forecasting and compensation processes, and ensuring CRM data integrity. The position plays an important role in helping sales leadership understand performance trends, improving visibility into pipeline and revenue metrics, and reinforcing standard commercial processes—without serving as the primary owner of commercial strategy or policy. This position will be located in Monument, CO or can be remote. Key Responsibilities - Commercial Operations Support - Support commercial planning processes including quota setup, territory assignments, and sales coverage analysis. - Assist with compensation plan administration by preparing data, tracking performance, and supporting reporting needs. - Help document and reinforce established commercial policies, workflows, and expectations. - Provide operational support to inside sales and commercial support (CSS) teams by helping clarify processes, handoffs, and reporting requirements. - Prepare pricing, margin, and deal analysis under existing pricing and discount guidelines. - Support deal desk workflows by coordinating deal submissions, preparing analyses, and tracking approvals. - Maintain pricing reference materials, deal templates, and supporting documentation. - Partner with Finance and Sales to support review of non-standard deals requiring approval. - Commercial Analytics & Reporting - Produce recurring sales, pipeline, and revenue reports for sales leadership. - Build and maintain dashboards within CRM and reporting tools to track pipeline health, bookings, and sales activity. - Support forecasting processes by compiling data, updating forecasts, and analyzing variances. - Translate data into clear summaries and insights for sales leaders and internal stakeholders. - CRM & Data Management - Serve as a day-to-day operational administrator for the CRM system (e.g., Salesforce), focused on reporting, user support, and data hygiene. - Monitor data quality and ensure consistent use of CRM processes by sales teams. - Partner with IT or external vendors to support minor system enhancements and issue resolution. - Assist with documentation of standard opportunity management and reporting processes. - Cross-Functional Coordination & Process Improvement - Work closely with Sales, Finance, Marketing, and Operations to meet ongoing commercial reporting and operational needs. - Support commercial operations projects such as reporting enhancements, process updates, and new tool adoption. - Identify opportunities to improve efficiency, data quality, and reporting clarity. - Participate in change management activities by supporting communication and training related to commercial processes. Qualifications - Bachelor’s degree in Business, Finance, Analytics, or related field required. - 2-4 years of experience in Commercial Operations, Sales Operations, Business Analytics or related roles. - Exposure to sales analytics, forecasting, compensation support, and CRM reporting. - In-depth understanding of CRM platforms, with a preference for Salesforce. - Proficient in Microsoft Office Suite, particularly with advanced Excel capabilities. - Experience working cross-functionally with sales, finance, and service teams, in a collaborative environment. - Proven ability to manage and improve operational processes and workflows. - Excellent communication, organizational, and problem-solving skills. - Skilled in organizing and interpreting data to create clear, actionable reports. - Capable of analyzing data and generating reports for senior leadership. - Detail-oriented with a focus on accuracy and compliance. - Leadership experience and ability to work in a fast-paced, dynamic environment. - Strong customer service orientation and ability to manage multiple priorities effectively. - Ability to travel domestically as needed. Requirements - Must be able to successfully pass a background check and a drug test prior to starting position. Preferred - Advanced degree or certifications a plus. - Experience supporting sales teams in a B2B or healthcare-related environment preferred. - Working knowledge of reporting and BI tools (e.g., Tableau, Power BI) a plus. - Experience preferably within the healthcare or medical device industry. Benefits - Paid time off. - Healthcare insurance (medical, dental, and vision coverage). - Accident insurance, critical illness, and hospital indemnity insurance. - Short term (employee paid) and long-term disability (employer paid). - Life insurance (including supplemental, spouse and child). - 401K plan with company matching. - Continuous learning and development - offering opportunities for training, workshops, and certifications. - Our fun and inclusive work environment celebrates diversity and fosters growth, making every day an opportunity to thrive.

Lead Account Executive Operations - Client Services. The Lead Account Executive provides essential operations support for direct connect processors into the network. This includes managing the relationship of assigned clients. The individual in this role will support lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities. Responsibilities: - Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors - Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches - Supporting business development through the onboarding of new franchises, issuers, acquirers, processors. - Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process - Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools - Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues - Client Engagement: This is a client-facing role requiring approximately 10% travel Basic Qualifications: - High School Diploma, GED or equivalent certification - At least 6 years of payments industry experience within financial services Preferred Qualifications - Bachelor's Degree in Business, Finance, Information Technology, Engineering - 8+ years of payments industry experience within financial services - Experience influencing key stakeholders, executive level clients or internal business partners Capital One is open to hiring a Remote Employee for this opportunity. 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): $109,900 - $125,400 for Lead Account Executive Houston, TX: $109,900 - $125,400 for Lead Account Executive 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 4901-4920; 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 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com 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).