Partner Support Associate

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The Partner Support Associate is a cross-functional role in the Channel Sales department, acting as the liaison and “voice” between the Channel Sales team and ISO/MRP partners. They will be responsible for providing daily sales/partner support and coverage for the ISO Partner Managers, assisting in the ISO onboarding process to increase originations with high quality partners, and handling ad-hoc communication pertaining to our channel partners.

What You Will Do:

Sales/Partner Support

• Provide daily sales/partner support for the ISO Partner Manager teams in sales tasks including but not limited to contract management, bank verification links, document review, underwriting review, pipeline updates and follow ups, Slack management with partners, exception requests, etc.
• 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 to maintain the utmost experience for our partners while ensuring compliance is in place
• Communicate promptly with partners via phone, email, text, and messaging about the progress of deals
• Assist Partner Support Specialists in all sales support tasks
• Communicating to Underwriters regarding files as necessary
• Assisting with Submissions (Portal) Requests
• Respond to/initiate “customer service” type inquiries from partners – i.e. - balance inquiries, funding confirmations, modifications, etc.
• Other tasks and duties, as required by management