Partnership Support Specialist

Figure · website
Remote $50k–$55k 2 months ago full-time quality 8.3/10
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SalesforceCRM
  • Support onboarding and activation of contractor partners by coordinating training sessions, system access, and required documentation
  • Maintain communication loops between contractors, Partner Development Managers, Loan Officers, Operations, and Support teams
  • Monitor partner pipelines and identify stalled or incomplete applications
  • Proactively follow up to recover deals and help move applications toward funding
  • Track partner usage and adoption metrics, flagging gaps and surfacing growth opportunities
  • Pull reports, review performance data, and assist in preparing outreach strategies
  • Ensure Salesforce notes, partner records, and activity logs are clean and up to date
  • Support objection handling by providing timely follow-ups and accurate product guidance
  • Escalate operational or compliance-related issues quickly to appropriate internal teams
  • Help standardize onboarding and lifecycle support processes to improve efficiency and scalability
  • 2 - 4 years of experience in sales support, partner success, account coordination, lending operations, or similar role
  • Experience supporting contractor, home improvement, solar, roofing, mortgage, or fintech partners preferred
  • Strong written and verbal communication skills
  • Comfortable using Salesforce or similar CRM systems
  • Highly organized with strong attention to detail
  • Ability to analyze performance data and translate insights into actionable next steps
  • Comfortable managing multiple partners and priorities simultaneously
  • Process-driven and proactive in identifying and resolving issues
Apply now →

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