Kapitus

FinTech

PartnerSupportAssociate

$45–65k ~AI est. United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Partner Support Associate at Kapitus. Skills: Sales support, Partner support, Salesforce CRM. Provide daily sales/partner support. Manage contracts”

Industry & Context.

FinTech
Problems you'll solve

Analytical skills; Think on feet

What They're Looking For.

Must Have

1+ years supporting sales team, B2B sales experience

Nice to Have

MCA/short-term lending experience, Payment Processing experience, Financial Services experience, Consultative Sales experience, Contract/partnership negotiations experience, Salesforce CRM experience, Tableau experience, NICE experience

What You'll Do.

Provide daily sales/partner support

Manage Slack with partners

Handle exception requests

Provide partner coverage

Update partner contact information

Maintain partner records

Work cross-functionally with Legal

Work cross-functionally with Sales

Work cross-functionally with Compliance

Work cross-functionally with Marketing

Work cross-functionally with Operations

Communicate promptly with partners

Assist Partner Support Specialists

Communicate to Underwriters

Vet potential partners

Determine referral program

Communicate approval status

Communicate decline status

Assign accounts to ISO managers

Collect onboarding documents

Submit onboarding documents

Respond to voicemails

Oversee Partner inbox

Oversee ISO recertification tasks

Update partner accounts

Update underwriting policies

Update underwriting guidelines

Update marketing material

Update renewal commissions

Update bonus structures

How You'll Work.

Team & Collaboration

Cross-functionally with Legal; Cross-functionally with Sales; Cross-functionally with Compliance; Cross-functionally with Marketing; Cross-functionally with Operations

Communication Scope

Verbal communication; Written communication; Interpersonal communication; Phone skills; Presentation skills

Full Job Description

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. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus’ recruiting process in general should email [email protected] 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 ex

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