Partner Support Associate I

The Partner Support Associate is a cross-functional role in the Channel Sales department, acting as the liaison and “voice” between the Channel Sales team and ISO/MRP partners. They will be responsible for providing daily sales/partner support and coverage for the ISO Partner Managers, assisting in the ISO onboarding process to increase originations with high quality partners, and handling ad-hoc communication pertaining to our channel partners.

What You Will Do:

Sales/Partner Support

• 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
• Communicating to Underwriters regarding files as necessary
• Assisting 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

Onboarding and Partner 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

 

What We’re Looking For:

• 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

 

Kapitus Total Rewards Package Includes:

• 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