Kapitus
Partner Support Associate I
Remote - US
Sponsorship not specifiedDetected 36 days ago
Data VisualizationSalesforceCRMSalesContract ManagementCustomer SupportCommunicationUnderwriting
About the role
- Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus.
- Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information.
- Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process.
Responsibilities
- 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.
- 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
- Respond to/initiate "customer service" type inquiries from partners - i.e. - balance inquiries, funding confirmations, modifications, etc.
- 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
Requirements
- 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
- Proven success in meeting and exceeding sales goals
Nice to have
- Bachelor's degree and/or comparable experience preferred
- Experience with contract/partnership negotiations is a plus
- Experience with Salesforce CRM highly preferred, Tableau/NICE a plus
Compensation
- Competitive Base Salary of $55,000.
Benefits
- Provide partner coverage whenever a team member is out of office or on partner visits
- Ensure partners are updated with underwriting policies/guidelines, marketing material, renewal commissions, current bonus structures, etc.
Company info
- What We're Looking For:
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This listing is sourced directly from Kapitus's careers page and normalized into a canonical job model.