Partner Support Associate I
Supports ISO and MRP partners through sales operations, onboarding, deal coordination, and partner communications. Requires at least one year of sales support or B2B sales experience, strong organization and communication skills, and preferably Salesforce and financial-services experience.
About the job
Responsibilities
Sales and Partner Support
- Provide daily sales and partner support for ISO Partner Manager teams, including contract management, bank verification links, document review, underwriting review, pipeline updates and follow-ups, partner messaging, and exception requests.
- Provide partner coverage during team absences or partner visits.
- Maintain partner contact information and records in Salesforce.
- Collaborate with Legal, Sales, Compliance, Marketing, and Operations to support partners and maintain compliance.
- Communicate with partners by phone, email, text, and messaging about deal progress.
- Communicate with Underwriters regarding files and assist with portal submission requests.
- Handle partner service inquiries, including balance inquiries, funding confirmations, and modifications.
Onboarding and Partner Management
- Assist with ISO onboarding activities and vet prospective partners for candidacy.
- Determine the appropriate referral program, communicate approval or decline decisions, and assign accounts to ISO managers.
- Collect onboarding documents and submit them for timely processing.
- Manage partner calls, transfers, voicemails, and the Partner inbox.
- Oversee ISO recertification tasks and maintain accurate account information.
- Keep partners informed about underwriting policies, marketing materials, renewal commissions, and bonus structures.
Requirements
- Bachelor’s degree or comparable experience preferred.
- 1+ years supporting a sales team or B2B sales experience; experience in MCA/short-term lending, payment processing, financial services, or consultative sales preferred.
- Strong verbal, written, interpersonal, analytical, presentation, and phone communication skills.
- Ability to work independently, manage competing priorities, and perform in a fast-paced environment.
- Strong accountability, organization, time-management, negotiation, and business development skills.
- Experience meeting or exceeding sales goals and performance metrics.
- Microsoft Office 365 experience, particularly PowerPoint and Excel.
- Salesforce CRM experience highly preferred.
Nice-to-Haves
- Experience with contract or partnership negotiations.
- Experience with Tableau or NICE.
- Experience developing relationships with merchants and ISO partners.
Compensation
- Competitive base salary of $55,000.
- Monthly incentive commission compensation plan.
- Benefits include medical, dental, vision, flexible spending, lifestyle spending, paid parental leave, tuition reimbursement, paid time off, travel reimbursement, and a 401(k) with a company match.
Skills
Salesforce, Microsoft Office, Excel, Microsoft Powerpoint, Tableau, Nice, Contract Management, Underwriting, Business Development, Partner Management
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