Partner Support Associate

Role Overview

• Provide daily sales/partner support for the ISO Partner Manager teams in sales tasks including but not limited to contract management, bank verification links, document review, underwriting review, pipeline updates and follow ups, Slack management with partners, exception requests, etc.
• Provide partner coverage whenever a team member is out of office or on partner visits
• Update and maintain partner contact information and records in Salesforce
• Work cross-functionally with team members from Legal, Sales, Compliance, Marketing and Operations to maintain the utmost experience for our partners while ensuring compliance is in place
• Communicate promptly with partners via phone, email, text, and messaging about the progress of deals
• Assist Partner Support Specialists in all sales support tasks
• Communicate to Underwriters regarding files as necessary
• Assist with Submissions (Portal) Requests
• Respond to/initiate “customer service” type inquiries from partners – i.e.
• balance inquiries, funding confirmations, modifications, etc.
• Other tasks and duties, as required by management
• Assist Partner Support Specialists in all ISO onboarding tasks
• Speak with potential partners to vet for candidacy, determine the correct referral program (ISO/MRP), communicate approval or decline status, and assign accounts to ISO managers
• Collect required onboarding documents and submit to Onboarding to ensure a timely process is followed
• Field inbound calls and transfers from Sales and Customer Support for partner inquiries, respond to voicemails promptly, and oversee the Partner inbox
• Oversee all ISO recertification tasks to ensure accounts are accurate and updated
• Ensure partners are updated with underwriting policies/guidelines, marketing material, renewal commissions, current bonus structures, etc.
• Other tasks and duties, as required by management

Requirements

• Bachelor’s degree and/or comparable experience preferred
• 1+ years supporting a sales team or B2B sales experience with a strong preference in the MCA/short-term lending space, Payment Processing, Financial Services, or Consultative Sales with a history of success
• Self-starter that is highly independent, with the ability to juggle tasks in a fast-paced environment and think on their feet
• Personal accountability, time-management, and organization skills
• Goal-oriented leader with a proactive approach in developing relationships with merchants and ISO partners
• Excellent verbal, written, and interpersonal communication skills
• Excellent analytical, presentation, and phone skills
• Experience with contract/partnership negotiations is a plus
• Proven success in meeting and exceeding sales goals
• Communicate decisions effectively in both verbal and written communication
• Team player with a strong sense of accountability
• Experience achieving metric and quality performance
• Excellent negotiation and business development skills
• Efficient planning, organization and time management skills
• Smart, hard-working individual who wants to be an integral part of a growing channel
• Experience using Microsoft Office and Office 365 in particular (PowerPoint, Excel)
• Experience with Salesforce CRM highly preferred, Tableau/NICE a plus

Tech Stack

• Tableau

Benefits

• Competitive Base Salary of $55,000. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience
• Incentive Commission Compensation Plan – earned monthly
• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC)
• Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses
• Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being
• 100% Company Paid Insurances: Basic short-term and long-term disability insurance, as well as vision insurance, ensuring comprehensive protection without any personal expense
• Voluntary Insurance: Supplemental life insurance and enhanced coverage available
• Paid Maternity and Parental Leave: Company-paid maternity and parental leave
• Commuter Benefits: Pre-tax benefits on parking and commuter expenses
• LifeBalance Program: Membership offering discounts on outdoor activities, arts, health, and fitness along with pet and car insurance discounts
• Plum Benefits Discount Program: Access to exclusive discounts on shows, travel, car rentals, and more
• Tuition Reimbursement: Up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences
• Travel Reimbursement: For all work-related travel, supporting further involvement in career and personal development activities
• Paid Time Off and Sick Time
• Retirement Benefits: 401K plan managed through Fidelity with company 25% match on contributions up to 6% of your annual salary