
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.
🕒 April 6
🗽 New York, North Carolina – Remote
💵 $89.7k - $143.9k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
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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.
• Serve as the primary point of contact for a dedicated portfolio of strategic and referral partners. • Own the full partner lifecycle: onboarding, activation, ramp-up, and ongoing retention. • Establish consistent engagement routines and proactive touchpoints to drive partner loyalty and production. • Resolve partner issues quickly and decisively, positioning the company as the preferred, easiest-to-work-with lending partner. • Maintain a pulse on each account’s health, flagging at-risk relationships early and intervening with targeted support. • Continuously audit and improve the workflows, tools, and communication cadences that govern the partner channel. • Identify friction points in the referral submission and funding pipeline and work cross-functionally to eliminate them. • Design and refine scalable partner enablement programs: training materials, product guides, co-marketing resources, and incentive structures. • Leverage CRM data (Salesforce) to surface insights on partner behavior and program performance, translating findings into operational improvements. • Oversee the day-to-day operations of our referral and affiliate programs, ensuring partners understand the mechanics, expectations, and incentives. • Monitor referral pipeline health — lead quality, submission consistency, conversion rates — and work with partners to close gaps. • Collaborate with marketing and product teams to evolve program structure as market dynamics shift. • Ensure program compliance with company policies and industry standards. • Track and report on key partner KPIs: referral volume, activation rates, funding conversion, and portfolio growth. • Deliver regular performance updates to the Director of Strategic Partnerships with data-driven recommendations. • Maintain accurate, up-to-date records of all partner activity in Salesforce.
• 3–6 years of experience in account management, partner/channel management, or business development. • Strong understanding of referral program mechanics — how they’re structured, what drives partner engagement, and how to optimize them. • Demonstrated ability to manage a large portfolio of accounts simultaneously with a high degree of organization and follow-through. • Excellent communication and relationship-building skills; comfortable engaging with partners of all sizes and sophistication levels. • Analytical mindset: comfortable pulling and interpreting CRM and performance data to drive decisions. • Self-starter who thrives in an individual contributor role with autonomy. • Background in financial services, fintech, alternative lending, or banking preferred. • Hands-on experience with referral or affiliate programs in small business lending specifically — this is a significant differentiator. • Familiarity with affiliate/partner management platforms (e.g., Impact.com or similar). • Working knowledge of small business lending products: term loans, lines of credit, revenue-based financing, etc. • Experience with Salesforce or comparable CRM.
• Competitive Base Salary Range of $89,700-$143,900. • Quarterly Incentive Compensation Eligibility – based on meeting KPI's and metrics • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: • Pet and car insurance discounts. • Financial services such as LegalShield. • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. • Paid Time Off and Sick Time • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
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