Partner Support Associate I

What You Will Do

Sales/Partner Support

• Provide daily sales/partner support for the ISO Partner Manager teams in sales tasks including contract management, bank verification links, document review, underwriting review, pipeline updates and follow ups, Slack management with partners, exception requests
• Provide partner coverage whenever a team member is out of office or on partner visits
• 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 via phone, email, text, and messaging about the progress of deals
• Assist Partner Support Specialists in all sales support tasks
• Communicate to Underwriters regarding files as necessary
• Assist with Submissions (Portal) Requests
• Respond to/initiate “customer service” type inquiries from partners – balance inquiries, funding confirmations, modifications
• Other tasks and duties, as required by management

Onboarding and Partner Management

• Assist Partner Support Specialists in all ISO onboarding tasks
• Speak with potential partners to vet for candidacy, determine the correct referral program (ISO/MRP), communicate approval or decline status, and assign accounts to ISO managers
• Collect required onboarding documents and submit to Onboarding to ensure a timely process is followed
• Field inbound calls and transfers from Sales and Customer Support for partner inquiries, respond to voicemails promptly, and oversee the Partner inbox
• Oversee all ISO recertification tasks to ensure accounts are accurate and updated
• Ensure partners are updated with underwriting policies/guidelines, marketing material, renewal commissions, current bonus structures
• Other tasks and duties, as required by management

What We’re Looking For

• Bachelor’s degree and/or comparable experience preferred
• 1+ years supporting a sales team or B2B sales experience with a strong preference in the MCA/short-term lending space, Payment Processing, Financial Services, or Consultative Sales with a history of success
• Self-starter that is highly independent, with the ability to juggle tasks in a fast-paced environment and think on their feet
• Personal accountability, time-management, and organization skills
• Goal oriented leader with a proactive approach in developing relationships with merchants and ISO partners
• 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 a strong sense of accountability
• Experience achieving metric and quality performance
• Excellent negotiation and business development skills
• Efficient planning, organization and time management skills
• Experience using Microsoft Office and Office 365 (PowerPoint, Excel)
• Experience with Salesforce CRM highly preferred, Tableau/NICE a plus

Compensation & Benefits

• Competitive Base Salary of $55,000
• Incentive Commission Compensation Plan – earned monthly
• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare
• Flexible Spending Account
• Lifestyle Spending Account
• 100% Company Paid Insurances: short-term and long-term disability, vision
• Voluntary Insurance: Supplemental life insurance, enhanced short- and long-term disability, Colonial Accident and Hospitalization
• Paid Maternity and Parental Leave
• Commuter Benefits
• LifeBalance Program
• Plum Benefits Discount Program
• Tuition Reimbursement: up to $5,000 annually
• Travel Reimbursement
• Paid Time Off and Sick Time
• Retirement Benefits: 401K with 25% match on contributions, up to 6% of annual salary