Special Projects – Partner Management (Temp)

Key Responsibilities

• Perform detailed reviews of partner documentation and supporting materials for completeness, accuracy, and adherence to program requirements for IDV/CIP/EDD execution
• Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities according to defined standards and procedures.
• Monitor SLA adherence and help ensure timely completion of governance and operational tasks.
• Coordinate with Partner Quality, Compliance, Legal, Risk, and Account Management teams to facilitate documentation for Salesforce assets.
• Prepare reporting, dashboards, and status updates related to Salesforce updates
• Support implementation and testing of new Salesforce workflows, automation initiatives, and process improvements.

Required Qualifications

• 2+ years of experience in banking, financial services, compliance, quality assurance, account management, or a related field.
• Strong document review, editing, and quality assurance skills.
• Demonstrated Salesforce proficiency, including case management, reporting, workflow navigation, and data integrity practices.
• Knowledge of governance, risk management, compliance, or operational controls.
• Strong analytical, organizational, and communication skills.
• Experience collaborating with cross-functional stakeholders and external partners.

 

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $33 hourly – $35 hourly

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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