Partner Support Associate

Kapitus

Partner Support Associate responsible for sales support and onboarding in Channel Sales department. Collaborating cross-functionally to ensure partner success and compliance support.

Posted 6/16/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree and/or comparable experience preferred
1+ years supporting a sales team or B2B sales experience with a strong preference in the MCA/short-term lending space, Payment Processing, Financial Services, or Consultative Sales with a history of success
Self-starter that is highly independent, with the ability to juggle tasks in a fast-paced environment and think on their feet
Personal accountability, time-management, and organization skills
Goal-oriented leader with a proactive approach in developing relationships with merchants and ISO partners
Excellent verbal, written, and interpersonal communication skills
Excellent analytical, presentation, and phone skills
Experience with contract/partnership negotiations is a plus
Proven success in meeting and exceeding sales goals
Communicate decisions effectively in both verbal and written communication
Team player with a strong sense of accountability
Experience achieving metric and quality performance
Excellent negotiation and business development skills
Efficient planning, organization and time management skills
Smart, hard-working individual who wants to be an integral part of a growing channel
Experience using Microsoft Office and Office 365 in particular (PowerPoint, Excel)
Experience with Salesforce CRM highly preferred, Tableau/NICE a plus

Benefits

Comp & perks

Competitive Base Salary of $55,000. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience
Incentive Commission Compensation Plan – earned monthly
Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC)
Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses
Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being
100% Company Paid Insurances: Basic short-term and long-term disability insurance, as well as vision insurance, ensuring comprehensive protection without any personal expense
Voluntary Insurance: Supplemental life insurance and enhanced coverage available
Paid Maternity and Parental Leave: Company-paid maternity and parental leave
Commuter Benefits: Pre-tax benefits on parking and commuter expenses
LifeBalance Program: Membership offering discounts on outdoor activities, arts, health, and fitness along with pet and car insurance discounts
Plum Benefits Discount Program: Access to exclusive discounts on shows, travel, car rentals, and more
Tuition Reimbursement: Up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences
Travel Reimbursement: For all work-related travel, supporting further involvement in career and personal development activities
Paid Time Off and Sick Time
Retirement Benefits: 401K plan managed through Fidelity with company 25% match on contributions up to 6% of your annual salary

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

contract managementbank verificationdocument reviewunderwriting reviewpipeline updatessales supportcustomer servicenegotiationbusiness developmentmetric performance

Soft Skills

personal accountabilitytime managementorganizationgoal-orientedproactiveverbal communicationwritten communicationinterpersonal communicationanalytical skillsteam player

Certifications

Bachelor's degree