Partner Support Associate I

Kapitus

37d•$55,000

About The Position

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.

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
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

Nice To Haves

Experience with contract/partnership negotiations is a plus

Responsibilities

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
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

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: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
Paid Time Off and Sick Time