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Partner Support Associate I

3 weeks, 5 days ago
United States
Full-time
Junior
Partnerships Manager
Customer and Technical Support
CRM Salesforce Tableau
Apply Now
Kapitus

Kapitus

Kapitus, a leading small business financing company, offers fast, flexible term loans and lines of credit from $5k to $5 million. With a focus on simplifying financing for small businesses, Kapitus provides multiple loan options to support business gro...

Diversified Financial Services
251-1K
Founded 2006
$490M raised
View All Jobs 15

Description

  • Provide daily sales and partner support, including contract management, bank verification, document and underwriting review, pipeline updates, follow-ups, exception requests, and partner communications.
  • Provide coverage for ISO Partner Managers during absences or partner visits.
  • Maintain partner records and contact information in Salesforce.
  • Collaborate with Legal, Sales, Compliance, Marketing, and Operations to support partners and maintain compliance.
  • Communicate deal progress and respond to partner inquiries by phone, email, text, and messaging platforms.
  • Assist with ISO onboarding, including partner vetting, referral-program assignment, account assignment, and document collection.
  • Manage partner calls, voicemails, inbox activity, and submission portal requests.
  • Oversee ISO recertification tasks and ensure partner accounts remain accurate and current.
  • Communicate underwriting policies, marketing materials, renewal commissions, and bonus structures to partners.
  • Support balance inquiries, funding confirmations, modifications, and other partner service requests.

Requirements

  • Bachelor’s degree or comparable experience preferred.
  • 1+ year of experience supporting a sales team or in B2B sales; experience in MCA/short-term lending, payment processing, financial services, or consultative sales preferred.
  • Experience using Microsoft Office 365, particularly Excel and PowerPoint.
  • Experience with Salesforce CRM highly preferred; Tableau or NICE experience is a plus.
  • Strong verbal, written, interpersonal, presentation, analytical, negotiation, and phone skills.
  • Ability to work independently, manage multiple priorities, and perform effectively in a fast-paced environment.
  • Strong accountability, organization, planning, and time-management skills.
  • Proven record of meeting or exceeding sales goals and achieving performance and quality metrics.
  • Proactive relationship-building skills with merchants and ISO partners.
  • Experience with contract or partnership negotiations is a plus.

Benefits

  • $55,000 competitive base salary plus a monthly incentive commission plan.
  • Medical, dental, and employer-paid vision insurance, along with company-paid short- and long-term disability coverage.
  • Paid maternity and parental leave, paid time off, and sick time.
  • Flexible spending and lifestyle spending accounts supporting medical, dependent-care, and physical, mental, and financial well-being expenses.
  • 401(k) plan through Fidelity with a 25% company match on contributions up to 6% of annual salary.
  • Up to $5,000 annually in tuition reimbursement, plus conference and career development opportunities.
  • Commuter benefits, work-related travel reimbursement, wellness programs, and employee discount programs.

Interested in this position?

Apply directly on the company website

Apply Now

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