Partner Support Associate – Job ID 574

Description

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 about 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
  • Highly independent self-starter, 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 Range of $55,000 depending on geographic location and experience
  • Incentive Commission Eligibility –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.

 

Other Jobs You May Be Interested In

  • 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.
  • Paid Time Off: Employees enjoy 120 Hours of Paid Time Off and can rollover up to 40 Hours to the following year, in addition employees receive 56 hours of Sick Time annually. Unused sick time does not expire; instead, it accumulates in a special accrual bank that never expires and can be utilized for FMLA needs or other approved leaves.
  • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

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