Special Projects – Partner Management

Job not on LinkedIn

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $33 - $35 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🪙 Affiliate Manager

🚫👨‍🎓 No degree required

👻 Ghost score 3%

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Logo of Pathward

Pathward

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• Perform detailed reviews of partner documentation and supporting materials for completeness, accuracy, and adherence to program requirements for IDV/CIP/EDD execution • Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities according to defined standards and procedures • Monitor SLA adherence and help ensure timely completion of governance and operational tasks • Coordinate with Partner Quality, Compliance, Legal, Risk, and Account Management teams to facilitate documentation for Salesforce assets • Prepare reporting, dashboards, and status updates related to Salesforce updates • Support implementation and testing of new Salesforce workflows, automation initiatives, and process improvements

🎯 Requirements

• 2+ years of experience in banking, financial services, compliance, quality assurance, account management, or a related field • Strong document review, editing, and quality assurance skills • Demonstrated Salesforce proficiency, including case management, reporting, workflow navigation, and data integrity practices • Knowledge of governance, risk management, compliance, or operational controls • Strong analytical, organizational, and communication skills • Experience collaborating with cross-functional stakeholders and external partners

🏖️ Benefits

• Annual performance-based incentive opportunity • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Comprehensive benefits package for eligible employees

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