Partnership Support Specialist

Remote $50k–$55k 2 months ago full-time quality 8.7/10

Salesforce

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.

Compensation Range: $50,000 - $55,000/yr
Variable: $25,000
On-target earnings: $75,000 - $80,000/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

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