Special Projects – Partner Management

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

📋 Description

• Conduct thorough evaluations of partner documentation and supporting materials to ensure they meet completeness, accuracy, and program requirements for IDV/CIP/EDD execution.

• Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities in accordance with established standards and procedures.

• Monitor adherence to Service Level Agreements (SLAs) and assist in ensuring the timely completion of governance and operational responsibilities.

• Collaborate with teams in Partner Quality, Compliance, Legal, Risk, and Account Management to facilitate documentation for Salesforce assets.

• Generate reports, dashboards, and status updates related to Salesforce modifications.

• Assist in the implementation and testing of new Salesforce workflows, automation projects, and process enhancements.

⛳️ Requirements

• A minimum of 2 years of experience in banking, financial services, compliance, quality assurance, account management, or a similar field.

• Proficient skills in document review, editing, and quality assurance.

• Proven proficiency in Salesforce, including case management, reporting, workflow navigation, and data integrity practices.

• Understanding of governance, risk management, compliance, or operational controls.

• Strong analytical, organizational, and communication abilities.

• Experience working collaboratively with cross-functional stakeholders and external partners.

🏝️ Benefits

• Annual performance-based incentive opportunity.

• Health insurance.

• 401(k) retirement benefits.

• Life insurance.

• Disability benefits.

• Paid time off.

• Comprehensive benefits package for eligible employees.