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Partnerships Ops Associate

Job not on LinkedIn

🔥 0 minutes ago

🌵 Arizona, California, +9 more states – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

Where this job comes from

Posted on Credible's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Credible

Credible

201 - 500 employees

Founded 2012

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

Credible is a financial services marketplace that allows consumers to compare financial products from multiple lenders and providers. Offering a wide range of products such as personal loans, student loan refinancing, mortgages, credit cards, and insurance, Credible enables users to compare prequalified rates and find competitive financial solutions tailored to their needs. The platform prides itself on transparency and an easy-to-use interface, ensuring users can explore options without impacting their credit score through a soft credit inquiry. Founded in 2012, Credible aims to be a trustworthy resource for individuals seeking to make informed financial decisions.

📋 Description

• Run onboarding checklists from signed agreement to launch, tracking open items until the partner is live • Help partners complete Graphite Connect setup and enter partner details and fees in Salesforce • Support integration scoping with Product and BI, including feature lists, data passing, and API and filter setup • Send month-end partner reports, confirm recipients, and follow up on incomplete partner setup • Upload payment files and review invoices against month-end numbers • Resolve PO mismatches and coordinate approvals, accruals and one-off payout corrections • Answer partner questions on reports, invoices and payout status, and flag report discrepancies • Manage the LinkSquares workflow: MNDAs, IOs and agreements, signature tracking and follow-ups • Coordinate legal review and keep past agreements organized and findable • Support TPRM reviews, security questionnaires, and vendor and traffic-destination reviews • Manage Asana tickets and audit information requests • Track disclosure language updates through compliance sign-off • Route and chase requests across Product, Ops, BI, Compliance and Legal, then relay status back to partners and lenders • Triage technical issues (API, quoting, anomalies) and decide whether the cause is technical or data related before escalating • Maintain prospect and partner trackers, and support first-pass review of inbound leads

🎯 Requirements

• Bachelor's degree, or equivalent experience, in business, finance, or a related field • 0 to 2 years of experience in operations, account management, finance operations, or a similar coordination role (internships count) • Exceptional attention to detail, especially with numbers, invoices and contract terms • Comfort in Google Sheets, including lookups, pivots and basic reconciliation • Clear written communication with external partners and internal teams • A system for managing many open items at once, and the habit of following up until they close • Good judgment on when to solve a problem and when to escalate it • Discretion with confidential partner, financial and compliance information • Experience with Salesforce, LinkSquares or another contract management tool, Asana, Looker, or Slack • Exposure to fintech, lending, marketing partnerships, affiliate or performance marketing • Familiarity with vendor risk management (TPRM), security questionnaires, or compliance processes • Experience with procure-to-pay processes such as POs, invoicing and accruals • Interest in automating repetitive work with scripts, templates or workflow tools

🏖️ Benefits

• Clear path into Strategic Partnerships Analyst or Partner Operations Specialist roles • Equal opportunity employer • Consideration for employment of qualified applicants with criminal histories consistent with applicable law

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