Partner Support Associate

🔥 19 hours ago

🇺🇸 United States – Remote

💵 $55k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🪙 Affiliate Manager

🚫👨‍🎓 No degree required

👻 Ghost score 1%

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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

• Act as the liaison and “voice” between the Channel Sales team and ISO/MRP partners • Provide daily sales and partner support for ISO Partner Manager teams, including contract management, bank verification links, document review, underwriting review, pipeline updates, follow-ups, Slack management, and exception requests • Provide partner coverage when team members are out of office or on partner visits • Maintain partner contact information and records in Salesforce • Collaborate with Legal, Sales, Compliance, Marketing, and Operations to support partners and ensure compliance • Communicate with partners by phone, email, text, and messaging about deal progress • Assist Partner Support Specialists with sales support and ISO onboarding tasks • Communicate with Underwriters regarding files and assist with portal submission requests • Handle partner customer-service inquiries such as balance inquiries, funding confirmations, and modifications • Vet potential partners, determine the appropriate ISO/MRP referral program, communicate approval or decline status, and assign accounts to ISO managers • Collect onboarding documents and submit them to Onboarding for timely processing • Handle inbound calls and transfers, respond to voicemails, and oversee the Partner inbox • Oversee ISO recertification tasks and maintain accurate, updated accounts • Keep partners informed about underwriting policies, marketing materials, renewal commissions, and bonus structures • Perform other duties as required by management

🎯 Requirements

• Bachelor’s degree and/or comparable experience preferred • 1+ years supporting a sales team or B2B sales experience, preferably in MCA/short-term lending, payment processing, financial services, or consultative sales • Self-starter able to work independently, juggle tasks in a fast-paced environment, and think on their feet • Personal accountability, time-management, and organization skills • Goal-oriented approach to developing relationships with merchants and ISO partners • Excellent verbal, written, interpersonal, analytical, presentation, and phone skills • Contract/partnership negotiation experience is a plus • Proven success meeting and exceeding sales goals • Experience achieving metric and quality performance • Excellent negotiation and business development skills • Experience using Microsoft Office and Office 365, particularly PowerPoint and Excel • Salesforce CRM experience highly preferred; Tableau/NICE experience is a plus

🏖️ Benefits

• Competitive base salary of $55,000 • Incentive commission compensation plan earned monthly • Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare • UHC perks including Sweat Equity, Calm App subscription, UHC rewards, Real Appeal, and Quit For Life • Flexible Spending Account for qualified medical, dental, vision, pharmacy, or dependent care expenses • Lifestyle Spending Account reimbursing physical, mental, and financial well-being expenses • Company-paid basic short-term and long-term disability insurance • Voluntary supplemental life insurance and enhanced short- and long-term disability coverage • Colonial Accident and Hospitalization insurance options • Company-paid maternity and parental leave • Pre-tax commuter benefits • LifeBalance membership with discounts on outdoor activities, arts, health, and fitness • Pet and car insurance discounts • LegalShield and relaxation/stress-management tools • Plum Benefits discounts on shows, travel, car rentals, and more • Up to $5,000 annually in tuition reimbursement • Relevant conferences and career development events through Kapitus Academy • Travel reimbursement for work-related travel • Paid time off and sick time • 401(k) plan through Fidelity with a 25% company match on contributions, up to 6% of annual salary