Role in brief
Figure, a blockchain-focused financial technology company, seeks an Associate for Partner Success to manage relationships with small business finance partners. This role involves overseeing lead flow, optimizing partner performance, and ensuring a smooth borrower experience. It suits someone with 2-4 years of client-facing financial services experience, particularly with small business finance and CRM/analytics platforms.
About the role
This role focuses on managing relationships with Figure's small business finance partners, including ISOs and brokers. The Associate will be the primary contact, handling daily inquiries, educating partners on Figure's technology, and coordinating the application pipeline to ensure efficient lead processing and deal funding. Success in this position means maintaining strong partner relationships and contributing to a seamless borrower experience.
A key part of the work involves optimizing partner performance through creative testing, payout adjustments, and detailed analysis. The Associate will track internal and external performance indicators like conversion and approval rates, and provide feedback to improve Figure's small business go-to-market strategy. This requires a proactive approach to identifying high-potential leads and supporting pipeline development.
The role also involves ensuring compliance with regulatory requirements and company policies for all partner activities. Candidates should be comfortable in a fast-paced environment and contribute to partnership strategy and market expansion initiatives. This position is central to Figure's goal of transforming capital markets through blockchain technology by supporting its network of financial partners.
The total on-target earnings (OTE) for this position range from $100,000 to $133,000 per year, which includes a variable component.
Skills that matter here
- Salesforce: This role uses Salesforce as a CRM platform for managing client and partner interactions and tracking progress.
- Tableau: Tableau is used for analytics, helping to track and optimize partner performance through data visualization.
Who this role suits
- Someone with 2-4 years of experience in client or partner-facing financial services roles, specifically with a revenue target.
- An individual who understands small business finance and the dynamics of broker or ISO relationships.
- A person with strong relationship management and communication skills, capable of being a primary daily contact for partners.
- Someone comfortable in a fast-paced, ambiguous startup or scale-up environment.
From the employer
- 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, coordinating with partners, and funding deals
- 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 improve our SMB go-to-market
- Ensure compliance with regulatory requirements and company policies across all ISO/funder activities
- Support the pipeline development and partner onboarding processes
- Establish and track key internal and external performance indicators (e.g. conversion/approval rates, best practices, etc.)
- Optimize partner performance – including creative testing, payout optimization, and performance analysis
- Contribute to partnership strategy development and market expansion initiatives
- 2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space
- 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
- Startup or scale-up experience with comfort in fast-paced, ambiguous environments is a plus
- Compensation Range: $65,000 - $88,000/yr
- Variable: $35,000 - $45,000
- OTE: $100,000 - $133,000/yr
- Company equity in the form of RSUs
- Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care, 401k, and commuter benefits
- Employer-funded life and disability insurance coverage
- 11 Observed Holidays & PTO plan
- Up to 12 weeks paid family leave
- Continuing education reimbursement
Questions about this role
What is the remote work policy for this position?
This is a fully remote position with no specified geographic restrictions.
What level of experience is required for this role?
Candidates should have 2-4 years of experience in client-facing or partner-facing roles within financial services, with a focus on revenue targets.
How do I apply for this position?
The job posting does not include specific application instructions, but typically you would apply through Figure's career portal or the platform where the job was listed.