Performance Marketing Lead, Principal Associate
Capital One · Chicago, IL · 1 mo ago
Sales$110k–$125k/yrFull-time
We need to output HTML fragment with sections: About the role (maybe intro paragraph), Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule? The posting includes salary info and benefits mention. Also includes "Basic Qualifications" and "Preferred Qualifications". We need to decide which sections to include: About the role (intro), Responsibilities, Requirements (maybe combine Basic and Preferred?), Benefits, Pay. Schedule not mentioned, so omit. Also need to preserve all substantive info, no boilerplate.
We must not repeat job title as heading. Use for section headings.
We need to include sections only when posting has real specific content.
We have content for About the role: first paragraph(s) describing role.
Responsibilities: list under "Responsibilities:" with subheadings? The posting has headings: Channel Audit & Optimization (The "Rebuild") etc. Those are sub-sections under responsibilities. We can treat them as
for section headings.
We need to include sections only when posting has real specific content.
We have content for About the role: first paragraph(s) describing role.
Responsibilities: list under "Responsibilities:" with subheadings? The posting has headings: Channel Audit & Optimization (The "Rebuild") etc. Those are sub-sections under responsibilities. We can treat them as - items maybe with nested? Simpler: each bullet as
- . Could also include subheadings inside li? Probably just list items.
Requirements: Basic Qualifications and Preferred Qualifications. Could combine into Requirements section with two sub-lists? Or separate sections? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements and maybe Qualifications separate? But we have both basic and preferred qualifications. Could put under Requirements (basic) and Preferred Qualifications maybe under Skills? But better to have Requirements (basic) and Preferred Qualifications maybe as a separate section? The list includes Qualifications as possible heading. We could have Requirements (basic) and Qualifications (preferred). Or combine into one Requirements section with two lists labeled. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine into one Requirements section with both basic and preferred.
Benefits: mention "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." That's benefits content.
Pay: salary ranges for locations. Include that.
We must not include boilerplate like EEO, accommodation, etc. Remove those.
We need to preserve all substantive info: the description, responsibilities details, qualifications, benefits, pay.
We must not invent or summarize away detail. Keep specifics like numbers, percentages, dollar amounts, etc.
We must not include duplicated lines.
Let's extract substantive content:
Intro paragraph: "Do you like moving the needle with marketing? We are looking for a high-impact Channel Marketing Manager whose single North Star is closing merchant acceptance gaps and reactivating dormant B2B merchants across our marketplace. We have an established foundation in outbound offline channels—Telemarketing, Site Visits, and Mystery Shopping—and we are ready to turn them into a high-performing, well-oiled engine. You will own our existing vendor channel strategy while leading the charge to audit, optimize, and scale it. This is a role for an operator who is equally comfortable writing a high-converting phone script, managing enterprise vendor SLAs, and digging into the data to optimize unit economics and matchback attribution. We’re looking for a rare mix of persuasion skills (copywriting, sales psychology), data fluency (P&L tracking, conversion testing), and enterprise execution."
That's the About the role.
Responsibilities: list with subheadings:
Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
Outbound Expansion & Orchestration (The "Build")
- Geo-Targeted & Internal Partner Campaigns: Expand outbound channels beyond broad sweeps into hyper-segmented, localized pushes. Partner with internal teams (e.g., Issuer Readiness) to execute targeted field visits, phone calls, and mystery shopping that solve specific business needs.
- Integrated Touchpoint Orchestration: Align timing, triggers, and messaging across telemarketing calls, site visits, and mystery shopping so inactive merchants experience a unified, multi-touch outbound push.
- Offline-to-Online Matchback Tracking: Partner with analytics teams to establish tracking systems that connect physical site visits, mystery shopping touchpoints, and phone calls directly to online merchant transaction data.
Performance & Process
- P&L & Budget Stewardship: Own media planning and dynamic budget allocation across the $2.5M–$3.5M annual vendor spend, continually optimizing trade-offs between telemarketing, field reps, and mystery shopping to maximize return.
- Unit Economics & Data Rigor: Own channel unit economics (CAC, CPR, payback), execute statistically significant testing on vendor scripts and merchant incentives, and eliminate vanity activity metrics (e.g., "calls completed").
- Enterprise Compliance & Governance: Partner closely with Legal, Compliance, and Brand to ensure all vendor scripting, field briefs, and mystery shopping workflows meet enterprise risk standards without stalling campaign velocity.
Basic Qualifications:
- Bachelors Degree or military experience
- At least 5 years of performance marketing, channel management, or outbound marketing experience in Financial Services, Fintech, Payments or other highly regulated industry
- At least 2 years working experience with Salesforce, Salesforce Marketing Cloud, or Pardot
Preferred Qualifications:
- Bachelors in Marketing, Advertising, Communications or Consumer Behaviors
- 3+ years of vendor management
- Strong project management skills and attention to detail
- Demonstrated experience managing multiple stakeholders and working cross functionally
- Experience writing or auditing direct-response call scripts, field briefs, and objection-handling documentation.
- Experience navigating regulatory or legal compliance reviews for marketing operations.
Additional note: "At this time, Capital One will not sponsor a new applicant for employment authorization for this position." That's substantive? It's a restriction. Should we keep? It's not boilerplate? It's a specific condition. Probably keep as part of Requirements or a note.
Salary info: Provide ranges for Chicago, IL and Riverwoods, IL: $109,900 - $125,400 for Principal Associate, Marketing. Also note that 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. Also mention performance based incentive compensation (cash bonus(es) and/or long term incentives (LTI)). Could include that.
Benefits: "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."
We should not include the line about "This role is expected to accept applications for a minimum of 5 business days. No agencies please." That's maybe boilerplate? It's about application instructions, which we should remove per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So remove that.
Also remove EEO, accommodation, etc.
Now construct HTML:
About the role
...
Responsibilities
- Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
- Outbound Expansion & Orchestration (The "Build")
- Geo-Targeted & Internal Partner Campaigns: Expand outbound channels beyond broad sweeps into hyper-segmented, localized pushes. Partner with internal teams (e.g., Issuer Readiness) to execute targeted field visits, phone calls, and mystery shopping that solve specific business needs.
- Integrated Touchpoint Orchestration: Align timing, triggers, and messaging across telemarketing calls, site visits, and mystery shopping so inactive merchants experience a unified, multi-touch outbound push.
- Offline-to-Online Matchback Tracking: Partner with analytics teams to establish tracking systems that connect physical site visits, mystery shopping touchpoints, and phone calls directly to online merchant transaction data.
- Performance & Process
- P&L & Budget Stewardship: Own media planning and dynamic budget allocation across the $2.5M–$3.5M annual vendor spend, continually optimizing trade-offs between telemarketing, field reps, and mystery shopping to maximize return.
- Unit Economics & Data Rigor: Own channel unit economics (CAC, CPR, payback), execute statistically significant testing on vendor scripts and merchant incentives, and eliminate vanity activity metrics (e.g., "calls completed").
- Enterprise Compliance & Governance: Partner closely with Legal, Compliance, and Brand to ensure all vendor scripting, field briefs, and mystery shopping workflows meet enterprise risk standards without stalling campaign velocity.
But nesting inside - is okay. Could also just list each bullet as separate
- with headings inside. Simpler: just list each responsibility as
- with the heading bold.
We'll do:
Responsibilities
- Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
...
That's fine.
Requirements
We could split into Basic and Preferred as subheadings ? But only allowed for section headings per instruction? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we can stick to for main sections. For sub-sections we can use or but maybe better to use if allowed? Not specified. Safer to use inside - .
We'll do:
Requirements
Basic Qualifications
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements and maybe Qualifications separate? But we have both basic and preferred qualifications. Could put under Requirements (basic) and Preferred Qualifications maybe under Skills? But better to have Requirements (basic) and Preferred Qualifications maybe as a separate section? The list includes Qualifications as possible heading. We could have Requirements (basic) and Qualifications (preferred). Or combine into one Requirements section with two lists labeled. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine into one Requirements section with both basic and preferred.
Benefits: mention "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." That's benefits content.
Pay: salary ranges for locations. Include that.
We must not include boilerplate like EEO, accommodation, etc. Remove those.
We need to preserve all substantive info: the description, responsibilities details, qualifications, benefits, pay.
We must not invent or summarize away detail. Keep specifics like numbers, percentages, dollar amounts, etc.
We must not include duplicated lines.
Let's extract substantive content:
Intro paragraph: "Do you like moving the needle with marketing? We are looking for a high-impact Channel Marketing Manager whose single North Star is closing merchant acceptance gaps and reactivating dormant B2B merchants across our marketplace. We have an established foundation in outbound offline channels—Telemarketing, Site Visits, and Mystery Shopping—and we are ready to turn them into a high-performing, well-oiled engine. You will own our existing vendor channel strategy while leading the charge to audit, optimize, and scale it. This is a role for an operator who is equally comfortable writing a high-converting phone script, managing enterprise vendor SLAs, and digging into the data to optimize unit economics and matchback attribution. We’re looking for a rare mix of persuasion skills (copywriting, sales psychology), data fluency (P&L tracking, conversion testing), and enterprise execution."
That's the About the role.
Responsibilities: list with subheadings:
Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
Outbound Expansion & Orchestration (The "Build")
- Geo-Targeted & Internal Partner Campaigns: Expand outbound channels beyond broad sweeps into hyper-segmented, localized pushes. Partner with internal teams (e.g., Issuer Readiness) to execute targeted field visits, phone calls, and mystery shopping that solve specific business needs.
- Integrated Touchpoint Orchestration: Align timing, triggers, and messaging across telemarketing calls, site visits, and mystery shopping so inactive merchants experience a unified, multi-touch outbound push.
- Offline-to-Online Matchback Tracking: Partner with analytics teams to establish tracking systems that connect physical site visits, mystery shopping touchpoints, and phone calls directly to online merchant transaction data.
Performance & Process
- P&L & Budget Stewardship: Own media planning and dynamic budget allocation across the $2.5M–$3.5M annual vendor spend, continually optimizing trade-offs between telemarketing, field reps, and mystery shopping to maximize return.
- Unit Economics & Data Rigor: Own channel unit economics (CAC, CPR, payback), execute statistically significant testing on vendor scripts and merchant incentives, and eliminate vanity activity metrics (e.g., "calls completed").
- Enterprise Compliance & Governance: Partner closely with Legal, Compliance, and Brand to ensure all vendor scripting, field briefs, and mystery shopping workflows meet enterprise risk standards without stalling campaign velocity.
Basic Qualifications:
- Bachelors Degree or military experience
- At least 5 years of performance marketing, channel management, or outbound marketing experience in Financial Services, Fintech, Payments or other highly regulated industry
- At least 2 years working experience with Salesforce, Salesforce Marketing Cloud, or Pardot
Preferred Qualifications:
- Bachelors in Marketing, Advertising, Communications or Consumer Behaviors
- 3+ years of vendor management
- Strong project management skills and attention to detail
- Demonstrated experience managing multiple stakeholders and working cross functionally
- Experience writing or auditing direct-response call scripts, field briefs, and objection-handling documentation.
- Experience navigating regulatory or legal compliance reviews for marketing operations.
Additional note: "At this time, Capital One will not sponsor a new applicant for employment authorization for this position." That's substantive? It's a restriction. Should we keep? It's not boilerplate? It's a specific condition. Probably keep as part of Requirements or a note.
Salary info: Provide ranges for Chicago, IL and Riverwoods, IL: $109,900 - $125,400 for Principal Associate, Marketing. Also note that 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. Also mention performance based incentive compensation (cash bonus(es) and/or long term incentives (LTI)). Could include that.
Benefits: "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."
We should not include the line about "This role is expected to accept applications for a minimum of 5 business days. No agencies please." That's maybe boilerplate? It's about application instructions, which we should remove per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So remove that.
Also remove EEO, accommodation, etc.
Now construct HTML:
About the role
...
Responsibilities
- Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
- Outbound Expansion & Orchestration (The "Build")
- Geo-Targeted & Internal Partner Campaigns: Expand outbound channels beyond broad sweeps into hyper-segmented, localized pushes. Partner with internal teams (e.g., Issuer Readiness) to execute targeted field visits, phone calls, and mystery shopping that solve specific business needs.
- Integrated Touchpoint Orchestration: Align timing, triggers, and messaging across telemarketing calls, site visits, and mystery shopping so inactive merchants experience a unified, multi-touch outbound push.
- Offline-to-Online Matchback Tracking: Partner with analytics teams to establish tracking systems that connect physical site visits, mystery shopping touchpoints, and phone calls directly to online merchant transaction data.
- Performance & Process
- P&L & Budget Stewardship: Own media planning and dynamic budget allocation across the $2.5M–$3.5M annual vendor spend, continually optimizing trade-offs between telemarketing, field reps, and mystery shopping to maximize return.
- Unit Economics & Data Rigor: Own channel unit economics (CAC, CPR, payback), execute statistically significant testing on vendor scripts and merchant incentives, and eliminate vanity activity metrics (e.g., "calls completed").
- Enterprise Compliance & Governance: Partner closely with Legal, Compliance, and Brand to ensure all vendor scripting, field briefs, and mystery shopping workflows meet enterprise risk standards without stalling campaign velocity.
- inside
- is okay. Could also just list each bullet as separate
- with headings inside. Simpler: just list each responsibility as
- with the heading bold.
We'll do:
Responsibilities
- Channel Audit & Optimization (The "Rebuild")
- Vendor & Program Audit: Audit existing Telemarketing, Site Visit, and Mystery Shopping programs to establish baseline Cost Per Reactivation (CPR), conversion volume, conversion rates, and vendor performance.
- Reactivation Messaging & Playbooks: Revamp campaign copy, objection-handling frameworks, phone scripts, and field briefs using B2B persuasion tactics to increase dormant merchant win-backs by 25%.
- Vendor SLA & Operations Control: Direct third-party call centers and field agencies, holding them accountable to strict SLAs, conversion standards, script compliance, and daily volume targets.
...
Requirements
We could split into Basic and Preferred as subheadings? But only
allowed for section headings per instruction? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we can stick to
for main sections. For sub-sections we can use or
but maybe better to use
if allowed? Not specified. Safer to use inside
- . We'll do:
Requirements
Basic Qualifications
- Channel Audit & Optimization (The "Rebuild")