Partner Support Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the intermediary and “voice” for the Channel Sales team and ISO/MRP partners.

• Deliver daily support for ISO Partner Manager teams, encompassing contract management, bank verification links, document review, underwriting review, pipeline updates, follow-ups, Slack management, and exception requests.

• Provide partner coverage during team members' absences or when visiting partners.

• Update and maintain partner contact details and records within Salesforce.

• Collaborate with Legal, Sales, Compliance, Marketing, and Operations to assist partners and ensure adherence to compliance standards.

• Engage with partners through phone, email, text, and messaging regarding deal progression.

• Support Partner Support Specialists with sales assistance and ISO onboarding responsibilities.

• Liaise with Underwriters concerning files and aid in portal submission requests.

• Address partner customer-service inquiries such as balance questions, funding confirmations, and modifications.

• Evaluate potential partners, identify the suitable ISO/MRP referral program, communicate approval or decline status, and assign accounts to ISO managers.

• Gather onboarding documents and forward them to Onboarding for prompt processing.

• Manage inbound calls and transfers, respond to voicemails, and supervise the Partner inbox.

• Oversee ISO recertification duties and maintain accurate, up-to-date accounts.

• Keep partners apprised of underwriting policies, marketing materials, renewal commissions, and bonus frameworks.

• Execute additional responsibilities as assigned by management.

⛳️ Requirements

• Bachelor’s degree and/or equivalent experience is preferred.

• Minimum of 1 year supporting a sales team or B2B sales experience, ideally in MCA/short-term lending, payment processing, financial services, or consultative sales.

• A self-starter capable of working autonomously, managing multiple tasks in a dynamic environment, and thinking quickly.

• Strong personal accountability, time-management, and organizational skills.

• Goal-driven approach to fostering relationships with merchants and ISO partners.

• Exceptional verbal, written, interpersonal, analytical, presentation, and phone communication skills.

• Experience in contract/partnership negotiations is a plus.

• Demonstrated success in meeting and surpassing sales targets.

• Proven track record of achieving metrics and quality performance.

• Strong negotiation and business development abilities.

• Proficiency in Microsoft Office and Office 365, especially PowerPoint and Excel.

• Salesforce CRM experience is highly preferred; familiarity with Tableau/NICE is an advantage.

🏝️ Benefits

• Competitive base salary of $55,000.

• Monthly incentive commission compensation plan.

• Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare.

• UHC perks including Sweat Equity, Calm App subscription, UHC rewards, Real Appeal, and Quit For Life.

• Flexible Spending Account for eligible medical, dental, vision, pharmacy, or dependent care expenses.

• Lifestyle Spending Account reimbursing expenses related to physical, mental, and financial well-being.

• Company-paid basic short-term and long-term disability insurance.

• Optional supplemental life insurance and enhanced short- and long-term disability coverage.

• Colonial Accident and Hospitalization insurance options.

• Company-paid maternity and parental leave.

• Pre-tax commuter benefits.

• LifeBalance membership offering discounts on outdoor activities, arts, health, and fitness.

• Discounts on pet and car insurance.

• Access to LegalShield and relaxation/stress-management tools.

• Plum Benefits discounts on shows, travel, car rentals, and more.

• Up to $5,000 annually in tuition reimbursement.

• Opportunities for relevant conferences and career development events through Kapitus Academy.

• Travel reimbursement for work-related travel.

• Paid time off and sick leave.

• 401(k) plan with Fidelity featuring a 25% company match on contributions, up to 6% of annual salary.