Kapitus

Affiliate Manager

• 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
• Communicate to Underwriters regarding files as necessary
• Assist 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
• 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, etc.
• Other tasks and duties, as required by management

Partner Support Associate

Marketing

• Develop, manage, and optimize campaigns across offline media channels, including linear TV, CTV/OTT, radio, podcasts, direct mail, to maximize return on ad spend (ROAS) and cost-per-acquisition (CPA) targets.
• Own the end-to-end campaign lifecycle for offline channels: strategy, media planning, measurement, and optimization.
• Continually identify and design test-and-learn experiments (A/B tests, station mix, geo-lift studies, holdout tests, incrementality analyses) to improve spend efficiency and prove channel effectiveness.
• Monitor and analyze campaign performance, delivery pacing, and profitability on an ongoing basis; develop actionable insights and present recommendations, including data-driven decisions on station/network mix optimization and audience segment targeting.
• Analyze campaign and channel-level data to build comprehensive performance reports that demonstrate impact, conversions, and attribution across multiple metrics; including lift insights, media mix contribution, cost-per-acquisition, reach/frequency, brand awareness, and cross-channel influence.
• Collaborate with the Creative and Content teams to develop compelling scripts, ad creative, direct mail pieces, and audio/video assets tailored to each offline channel.
• Stay well-informed of the latest trends, technologies, and best practices in offline and emerging media (e.g., programmatic TV/CTV, addressable TV, dynamic audio, personalized direct mail) and make insightful business decisions based on a deep understanding of the landscape.

Offline Media Marketing Manager

• Own the bidirectional data sync between Salesforce and HubSpot, ensuring leads, stages, and contact activity are accurately reflected across both systems at all times.
• Create and implement complex automated workflows and drip campaigns within HubSpot, leveraging Salesforce opportunity stages and custom object fields to trigger personalized content based on prospect journey and account status.
• Design, maintain, and optimize multi-step automation workflows driven by Salesforce object updates (Leads, Contacts, Opportunities, Custom Objects) to trigger HubSpot actions including email sends, enrollment, suppression, and branching logic.
• Develop and enforce data validation rules, field-mapping schemas, and sync logic to prevent duplication and maintain database integrity at scale.
• Monitor, analyze, and troubleshoot API sync errors, integration logs, and workflow audit histories to diagnose systemic issues in record updates, field mismatches, sync delays, or permission-related failures.
• Create precision-targeted segments using a combination of Salesforce report criteria and HubSpot behavioral data (events, timestamps, scoring attributes) for complex campaigns and automated journeys.
• Own enrichment, deduplication, archival, and sunset automation processes to ensure long-term data quality and compliance within both platforms.
• Design conditional branching and content pathways that deliver the right message at the right time based on CRM and behavioral signals.
• Implement workflow version control to ensure updates to triggers, enrollment criteria, and dependencies do not disrupt active marketing and sales processes.

Partner Support Associate

Offline Media Marketing Manager

Email & Marketing Data Specialist