Partner Support Associate

🔥 19 hours ago

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Kapitus

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

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.

📋 Description

• Provide daily sales/partner support for the ISO Partner Manager teams • Update and maintain partner contact information and records in Salesforce • Work cross-functionally with team members from Legal, Sales, Compliance, Marketing and Operations • Communicate promptly with partners regarding the progress of deals • Assist Partner Support Specialists in all sales support tasks • Speak with potential partners to vet for candidacy and communicate approval or decline status • Collect required onboarding documents and submit to Onboarding • Oversee all ISO recertification tasks to ensure accounts are accurate and updated • Ensure partners are updated with underwriting policies/guidelines • Other tasks and duties, as required by management

🎯 Requirements

• Bachelor’s degree and/or comparable experience preferred • 1+ years supporting a sales team or B2B sales experience with a preference in the MCA/short-term lending space or Payment Processing • Self-starter that is highly independent in a fast-paced environment • Personal accountability, time-management, and organization skills • Goal oriented leader with proactive relationship development • 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 strong sense of accountability • Experience achieving metric and quality performance • Experience using Microsoft Office and Office 365 • Experience with Salesforce CRM highly preferred

🏖️ Benefits

• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC) • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified medical expenses • Lifestyle Spending Account: Employer sponsored post-tax benefits for physical, mental, and financial well-being • 100% Company Paid Insurances: Basic short-term and long-term disability insurance at no personal cost • Voluntary Insurance: Supplemental life insurance and enhanced short- and long-term disability coverage • Paid Maternity and Parental Leave: Company-paid leave beyond state mandates • Commuter Benefits: Pre-tax benefits on parking and commuter expenses • LifeBalance Program: Membership with discounts on various activities and services • Plum Benefits Discount Program: Access to exclusive discounts on shows, travel, and more • Tuition Reimbursement: Up to $5,000 annually for further education • Travel Reimbursement: Covers work-related travel expenses • Paid Time Off and Sick Time • Retirement Benefits: 401K with a 25% match on contributions up to 6% of annual salary