2 дня назад
Partner Support Associate I (Fintech)
55 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Partner Support Associate I (Fintech): Supporting ISO and MRP partners across sales operations, onboarding, partner communications, and financing workflows with an accent on Salesforce records, contract management, underwriting coordination, and compliance. Focus on vetting and onboarding lending partners, managing deal pipelines, resolving partner inquiries, and coordinating cross-functional support for small business financing.
Location: Remote - US; qualified candidates must reside in a state where or one of its subsidiaries has an established physical presence.
Salary: $55,000 base salary, plus monthly incentive commission compensation.
Company
provides small business financing as a direct lender and marketplace connected to a network of lending partners.
What you will do
- Provide daily sales and partner support for ISO Partner Managers, including contract management, bank verification, document review, underwriting coordination, pipeline updates, and follow-ups.
- Maintain partner records in Salesforce and communicate with partners by phone, email, text, and messaging about deal progress.
- Support ISO and MRP partner onboarding by vetting prospects, determining referral programs, collecting documents, and assigning accounts to managers.
- Manage partner inquiries, inboxes, calls, voicemails, recertification tasks, and requests related to balances, funding confirmations, and modifications.
- Coordinate with Legal, Sales, Compliance, Marketing, Operations, and Underwriting to support partners while maintaining compliance.
- Keep partners informed about underwriting policies, marketing materials, renewal commissions, and bonus structures.
Requirements
- 1+ year of experience supporting a sales team or in B2B sales; experience in financial services, payment processing, short-term lending, MCA, or consultative sales is strongly preferred.
- Bachelor’s degree or comparable experience preferred.
- Strong verbal, written, interpersonal, analytical, presentation, phone, negotiation, and business development skills.
- Ability to work independently, manage multiple priorities, organize effectively, and perform in a fast-paced environment.
- Proven success meeting sales goals and quality or performance metrics.
- Experience with Microsoft Office and Office 365, especially PowerPoint and Excel; Salesforce CRM experience is highly preferred.
Nice to have
- Experience with contract or partnership negotiations.
- Experience with Tableau or NICE.
Culture & Benefits
- Remote employment for qualified candidates in eligible US states.
- Medical, dental, vision, disability, supplemental life, accident, and hospitalization insurance options.
- Paid maternity and parental leave, paid time off, and sick time.
- 401(k) plan with a 25% company match on employee contributions, up to 6% of annual salary.
- Tuition reimbursement of up to $5,000 annually, professional development opportunities, and work-related travel reimbursement.
- Flexible spending, lifestyle spending, commuter, wellness, discount, and employee assistance benefits.
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