Partner Support Associate I
Core
Cross-functional liaison between Channel Sales and ISO/MRP partners, providing daily sales support, onboarding assistance, and partner management.
Role type
Associate-level sales operations specialist
Builds
Sales pipeline, partner onboarding, and compliance documentation for lending partners
Domain
Financial services / Small business lending
Required skills
Contract management, Salesforce CRM, partner onboarding, underwriting review, pipeline updates, cross-functional communication, document review, bank verification, exception handling, partner vetting, recertification management, policy communication (via careerplan.io/jobs/4402046009-partner-support-associate-i-at-kapitus)
Preferred skills
MCA/short-term lending experience, Payment Processing, Consultative Sales, Tableau, NICE, contract negotiation, business development, Microsoft Office 365
Responsibilities
Manage partner contracts and bank verification links, update Salesforce records, assist in ISO onboarding and recertification, handle partner inquiries via phone/email/Slack, communicate underwriting decisions, support ISO Partner Managers with daily tasks, field inbound calls and transfers
Seniority
Associate, individual contributor