Kapitus
FinTech
PartnerSupportAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Partner Support Associate at Kapitus. Skills: Sales support, Partner support, Salesforce CRM. Provide daily sales/partner support. Manage contracts”
Industry & Context.
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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