Partner Development Manager

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Kapitus

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Finance • Fintech • B2B

Kapitus is a financial services company that provides customized financing solutions to small and growing businesses. It offers a range of products including business loans, lines of credit, equipment financing, revenue-based financing, invoice factoring, and purchase order financing, and operates both as a direct lender and through a broad financing network via its KapitusPLUS process. Kapitus emphasizes a streamlined application process that can generate multiple competing offers, supports clients with financing specialists and educational resources, and partners with providers like Experian to help businesses manage and improve credit.

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• Conduct proactive outbound outreach to new, underperforming, and previously terminated partners to reintroduce Kapitus offerings and identify partnership opportunities • Develop targeted outreach campaigns (email, phone, and CRM-driven) to increase engagement across partner segments • Track engagement metrics and report on reactivation success rates and partner growth • Serve as the main point of contact for newly onboarded ISOs, ensuring a seamless transition through the onboarding pipeline • Educate new partners on Kapitus products, submission processes, and technology platforms to accelerate time-to-first-funding • Check references with other lenders to confirm accuracy and potential • Research, analyze, and provide background information on potential ISOs • Create and maintain onboarding materials, process guides, and performance check-ins during the first 90 days of partnership • Identify early-stage performance trends and collaborate with Partner Managers to transition mature partners to their respective teams when ISO growth metrics have been met • Seek new initiatives to re-engage with inactive ISOs prior to account termination • Contribute to team projects aimed at improving partner engagement, retention, and deal conversion rates • Participate in feedback loops with marketing and leadership to refine outbound and onboarding strategies • Manage daily deal flow and track active opportunities across multiple stages of the sales cycle • Follow up on outstanding items such as missing information, underwriting updates, outstanding stipulations and contract completion • Build strong relationships with partner contacts to ensure active engagement and responsiveness on all opportunities • Provide support coverage for partner accounts when team members are out of office or traveling • Converse with ISOs by phone, text and email to address immediate questions or concerns on deals • Strategize and implement new methods to grow accounts and resolve reoccurring issues • Sending weekly approval updates to ISOs to ensure deals are top of mind • Prepare and send contracts accurately, update deal statuses, and communicate effectively with underwriting to expedite funding • Compile competitive offers and intel from ISOs • Collaborate with Partnership Managers to identify growth opportunities and re-engagement strategies across partner portfolios • Analyze and report on partner performance data, providing insights to guide strategic initiatives • Maintain accurate records in CRM and deal trackers to ensure pipeline visibility and reporting accuracy • Support ISO recertification for all teams and compliance processes • Maintain a high level of professionalism, accuracy, and organization in all partner interactions • Manage deal pipeline and update deal tracker for the team • Other tasks as required by management.

🎯 Requirements

• Bachelor’s degree and/or comparable experience preferred • 2+ years of B2B sales experience in the industry, ideally in Payment Processing, Financial Services, and/or Consultative Sales with a history of success • A true self-starter with a hunter mentality and strong desire to learn and grow in a fast paced environment • Excellent verbal, written, and interpersonal communication skills • Excellent analytical, presentation, and phone skills • Experience with contract/partnership negotiations is a plus • Proven success in meeting and exceeding sales goals • Team player with a strong sense of accountability • Experience achieving metric and quality performance • Efficient planning, organization and time management skills • Goal oriented individual with a proactive approach in developing relationships with merchants and ISO partners • Proficient in Microsoft Excel, Word, PowerPoint and Outlook and CRM • Smart, hard-working individual who wants to be an integral part of a growing channel • Experience with administrative tasks • Strong professionalism and adaptability.