🛠 Tech Stack

💼 About This Role

You'll be the backbone of our Partner Channel team, ensuring smooth operations and empowering relationship-building in a fast-paced environment. Collaborate with underwriting and manage the CRM to drive deal closures.

🎯 What You'll Do

• Streamline and enhance team processes for smooth operations
• Handle internal and partner reporting with precision
• Manage CRM to facilitate efficient opportunity progress
• Support and motivate ISO Partners to optimize deal volume

📋 Requirements

• CRM proficiency, preferably with Salesforce
• Intermediate to advanced skills in Microsoft Word and Excel
• Some work experience within financial services sector
• Exceptional multitasking and quick-thinking abilities

✨ Nice to Have

• Experience in operations
• Eagerness to advance within a sales team
• Self-driven and goal-oriented mindset

🎁 Benefits & Perks

• 🏥 Comprehensive medical, vision and dental
• 💰 401K with matching contributions
• 🏖️ Generous sick, vacation, and holiday benefits
• 🏋️ Gym membership contribution
• 🎉 Company events

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Final Interview· 1 hour