SBA Sales Analyst

Grasshopper Bank•New York, NY

4d•Remote

About The Position

The SBA Sales Analyst is a strategic role responsible for assisting with the development and execution of business plans for Grasshopper Bank’s Enterprise channel. The position supports channel growth through partner management, operational oversight, and cross-functional collaboration, while contributing to growth targets, operational efficiency, and risk mitigation. The role includes supporting end-to-end execution of the Enterprise channel business plan; managing partner relationships and concerns; communicating with senior internal and external stakeholders; supporting onboarding and performance management of referral partners; and monitoring loan volume, package completeness, operational capacity, and institutional risk tolerances. The analyst uses Bank tools and technology, including AI, to analyze partner performance, support revenue goals, identify challenges, and escalate potential bottlenecks or risks. The position is remote.

Requirements

Bachelor's degree in Business Administration, Finance, Economics, or a related field.
2–4 years of experience in business development, channel management, or strategic partnerships.
Proven track record of achieving growth targets in a financial services or fintech environment.
Demonstrated expertise in managing and executing comprehensive business plans.
Strong analytical skills, including the ability to interpret data, identify trends, and make data-driven decisions.
Exceptional relationship management and negotiation skills.
Proven ability to manage complex projects and drive results independently.
Excellent verbal and written communication, presentation, and interpersonal skills.
Deep understanding of operational capacity planning and risk management principles within a financial institution.
Proficiency in CRM software, such as Salesforce, and advanced Microsoft Office Suite skills.

Nice To Haves

Experience with SBA lending and/or Small Business Lending.

Responsibilities

Assist with end-to-end execution of the Enterprise channel business plan.
Serve as a point of contact for complex partner concerns and support efficient, collaborative resolutions.
Communicate clearly and professionally with senior internal and external stakeholders.
Lead and foster cross-functional collaboration to support execution across the Enterprise channel.
Help execute the strategy for managing and onboarding new and existing referral partner relationships.
Set clear expectations with partners and communicate relevant updates or changes that may affect partners or borrowers.
Use Bank tools, including AI, to monitor, analyze, and help manage referral partner performance against production goals.
Use Bank tools and technology to track partner performance and meet revenue targets.
Monitor incoming loan volume against operational capacity and institutional risk tolerances.
Use Bank tools, including AI, to review incoming loan packages for completeness and accuracy.
Manage client and partner expectations and work to resolve challenges.
Identify and escalate potential bottlenecks, risks, or major challenges to management.