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fintech salesforce partner management referral programs small business lending📋 Description
- Serve as the primary contact for a portfolio of strategic and referral partners.
- Own the full partner lifecycle: onboarding, activation, ramp-up, retention.
- Establish engagement routines to drive partner loyalty and volume.
- Resolve partner issues quickly, making Kapitus the preferred lending partner.
- Monitor account health; flag at-risk relationships and intervene.
🎯 Requirements
- 3–6 years in account or partner/channel management or BD.
- Strong understanding of referral program mechanics and drivers.
- Ability to manage a large portfolio with strong organization.
- Excellent communication and relationship-building skills with partners.
- Analytical mindset; comfortable with CRM and performance data.
- Experience with Salesforce or similar CRM.
🎁 Benefits
- Quarterly incentive eligibility based on KPIs.
- Health insurance: medical, dental, and employer-paid vision.
- 100% company-paid insurances: disability and vision.
- Paid maternity and parental leave.
- 401K with 25% match.
- Tuition reimbursement up to $5,000 annually.
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