Partner Success Associate

Added
20 days ago
Type
Full time
Salary
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Related skills

crm fintech salesforce tableau ai

📋 Description

  • Master Figure’s products and our value propositions to SMB partners
  • Build strong relationships with key partners while serving as primary day-to-day point of contact
  • Manage the application pipeline throughout the day – identifying the highest-potential leads
  • Address daily inquiries, via email and phone, from ISO/broker/lender partners
  • Educate partners on Figure’s partner technology stack and digital borrower application process
  • Provide high-value program and product feedback across the Figure organization to consistently

🎯 Requirements

  • 2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the
  • Understanding of small business finance and broker/ISO dynamics
  • Excellent relationship management and communication skills
  • Experience with CRM & analytics platforms (i.e., Salesforce, Tableau)
  • Experience with lender/funder platforms and processes (e.g. lead submission tools)
  • Exposure to the mortgage or secured lending space is a plus

🎁 Benefits

  • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees
  • Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
  • Employer-paid life and disability insurance
  • 11 observed holidays and PTO plan
  • Up to 12 weeks of paid family leave
  • Continuing education reimbursement
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