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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.
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
- 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
- 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 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: 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. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life.
- Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses.
- Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being.
- 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.
- Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work.
- 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.
- 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. Managed through our LSA plan, Kapitus Academy.
- Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
- Paid Time Off and Sick Time.
- Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.
About Kapitus:
Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.
Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.
Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
