Partner Management Processing Specialist
About The Position
Expansion Capital Group (ECG) is looking for a Partner Management Processing Specialist to support our Business Development team. This is an ideal entry point for someone early in their career who wants exposure to: Business development Financial operations Deal flow and underwriting processes You’ll play a key role behind the scenes—helping move deals forward by managing partner communication, organizing documentation, and maintaining accurate CRM data. If you're highly organized, detail-oriented, and want to grow into finance or operations, this is a strong launchpad.
Requirements
- Strong candidates typically have experience in:
- Administrative or operations support
- Sales support or account coordination
- CRM systems or data entry
- Document preparation or file management
- Customer or client communication
- Highly organized and detail-oriented
- Comfortable multitasking in a fast-paced environment
- A strong written communicator
- Reliable with strong follow-through
- Interested in finance, operations, or business development
Nice To Haves
- Bachelor’s degree (or equivalent experience)
- Experience with tools like Microsoft Office, Teams, Slack
- Prior experience in administrative, banking, or operations support roles is a plus
Responsibilities
- Respond to partner and customer inquiries in a timely, professional manner
- Support underwriting and closing by organizing and preparing documentation
- Assist with partner onboarding and communication
- Maintain and update CRM systems and internal records
- Provide administrative and coordination support to Business Development Associates
- Help keep deals moving efficiently through the pipeline
Benefits
- Career Launchpad: Build a foundation in business development, finance, and operations
- Hands-On Experience: Gain real exposure to CRM systems, documentation workflows, and deal processes
- Growth Potential: Opportunity to grow within a scaling organization as you develop your skills
- Team Environment: Work alongside a collaborative, fast-paced Business Development team
- Consistency: Monday–Friday schedule with predictable hours
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
