Kapitus

Strategic Partnership Manager

Kapitus

full-time

Posted on:

Location Type: Remote

Location: New York • North Carolina • United States

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Salary

💰 $89,700 - $143,900 per year

About the role

  • Serve as the primary point of contact for a dedicated portfolio of strategic and referral partners.
  • Own the full partner lifecycle: onboarding, activation, ramp-up, and ongoing retention.
  • Establish consistent engagement routines and proactive touchpoints to drive partner loyalty and production.
  • Resolve partner issues quickly and decisively, positioning the company as the preferred, easiest-to-work-with lending partner.
  • Maintain a pulse on each account’s health, flagging at-risk relationships early and intervening with targeted support.
  • Continuously audit and improve the workflows, tools, and communication cadences that govern the partner channel.
  • Identify friction points in the referral submission and funding pipeline and work cross-functionally to eliminate them.
  • Design and refine scalable partner enablement programs: training materials, product guides, co-marketing resources, and incentive structures.
  • Leverage CRM data (Salesforce) to surface insights on partner behavior and program performance, translating findings into operational improvements.
  • Oversee the day-to-day operations of our referral and affiliate programs, ensuring partners understand the mechanics, expectations, and incentives.
  • Monitor referral pipeline health — lead quality, submission consistency, conversion rates — and work with partners to close gaps.
  • Collaborate with marketing and product teams to evolve program structure as market dynamics shift.
  • Ensure program compliance with company policies and industry standards.
  • Track and report on key partner KPIs: referral volume, activation rates, funding conversion, and portfolio growth.
  • Deliver regular performance updates to the Director of Strategic Partnerships with data-driven recommendations.
  • Maintain accurate, up-to-date records of all partner activity in Salesforce.

Requirements

  • 3–6 years of experience in account management, partner/channel management, or business development.
  • Strong understanding of referral program mechanics — how they’re structured, what drives partner engagement, and how to optimize them.
  • Demonstrated ability to manage a large portfolio of accounts simultaneously with a high degree of organization and follow-through.
  • Excellent communication and relationship-building skills; comfortable engaging with partners of all sizes and sophistication levels.
  • Analytical mindset: comfortable pulling and interpreting CRM and performance data to drive decisions.
  • Self-starter who thrives in an individual contributor role with autonomy.
  • Background in financial services, fintech, alternative lending, or banking preferred.
  • Hands-on experience with referral or affiliate programs in small business lending specifically — this is a significant differentiator.
  • Familiarity with affiliate/partner management platforms (e.g., Impact.com or similar).
  • Working knowledge of small business lending products: term loans, lines of credit, revenue-based financing, etc.
  • Experience with Salesforce or comparable CRM.
Benefits
  • Competitive Base Salary Range of $89,700-$143,900.
  • Quarterly Incentive Compensation Eligibility – based on meeting KPI's and metrics
  • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
  • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
  • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
  • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
  • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
  • Pet and car insurance discounts.
  • Financial services such as LegalShield.
  • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
  • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
  • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
  • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
  • Paid Time Off and Sick Time
  • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementpartner managementbusiness developmentreferral program mechanicsdata analysisportfolio managementperformance trackingprogram compliancesmall business lending productsaffiliate program management
Soft Skills
communication skillsrelationship buildingorganizational skillsanalytical mindsetself-starterproblem-solvingproactive engagementautonomycollaborationcustomer service