Summary
Rapid Finance is a provider of alternative financing solutions for small and mid-sized businesses. The Partner Relationship Manager attracts and supports Referral Partners, identifies new lead sources, executes call campaigns, manages partner relationships, and collaborates with Sales and Marketing to increase revenue.
Responsibilities
- Manage a book of business partners through daily engagements with the aim of driving production
- Cultivate new relationships with prospective business Partners
- Perform data analytics to identify new opportunities and engage with the BD team to establish strategies for pursuing those new opportunities
- Evaluate production goals vs. actual production of Partners
- Travel to visit Referral Partners, attend conferences and research new markets as needed
- Develop and deliver strategies to attract new Partners and increase production from existing Partners
- Provide Referral Partner support
- Cover and distribute all missed calls and messages from all lead sources on a daily basis
- Work closely with new lead sources on the manual part of the process, like manually downloaded leads and distributing them on a daily basis
- Manage call campaigns to smaller Partners and follow up process (Partner onboarding through first funded deal and marketing efforts)
- Manage Partner relations (low deal count, renewals, new intro) through consistent follow up and communicating new products and processes
- Create campaigns, accounts, and contacts for partner database
- File and image marketing agreements, W9 forms, and voided checks, and other documentation related to merchant accounts
- Assist team with conference and/or travel materials including but not limited to designing, printing, and/or shipping
Skills
- Experienced
- Great phone presence
- The right blend of analytical talent and business know-how
- Successful candidates should be team players
- Understand how to identify a new business opportunity
- Know what it takes to contribute to a team to realize that opportunity
- You must have the ability to turn outbound calls to a lead, distribute lead sources to Sales, and follow up with current Referral Partners while managing customer relationships
- Bachelor degree or equivalent experience
- Successful 3+ years working in business development role
- Have knowledge and appreciation of small business
- Demonstrated track record of effective phone sales and a clear understanding that being on the phone consistently with Partners is required
- Highly motivated by clear cut metrics
- Thrive in a friendly competitive environment
- Great leadership skills
- Top-notch analytical skills — you must have an eye for detail
- Use critical thinking and advanced strategy to apply research solutions and effectively market Rapid Finance to all Partners
- Tenacious – you refuse to let objections slow you down
- Strong proficiency in MS Office (Word, Excel, PowerPoint, and Outlook) is critical to account management and priority customer service
- Outstanding client service skills are a must
- A high personal standard of excellence
- A drive for results
- A proactive, “can-do” attitude
- Prior experience working in financial services, lending or mortgage industries is preferred
- Experience with Salesforce or a comparable CRM is preferred
Qualifications
Must Haves
- experienced
- great phone presence
- the right blend of analytical talent and business know-how
- Successful candidates should be team players
- understand how to identify a new business opportunity
- know what it takes to contribute to a team to realize that opportunity
- You must have the ability to turn outbound calls to a lead, distribute lead sources to Sales, and follow up with current Referral Partners while managing customer relationships
- Bachelor degree or equivalent experience
- Successful 3+ years working in business development role
- Have knowledge and appreciation of small business
- Demonstrated track record of effective phone sales and a clear understanding that being on the phone consistently with Partners is required
- Highly motivated by clear cut metrics
- thrive in a friendly competitive environment
- Great leadership skills
- Top-notch analytical skills — you must have an eye for detail
- use critical thinking and advanced strategy to apply research solutions and effectively market Rapid Finance to all Partners
- Tenacious – you refuse to let objections slow you down
- Strong proficiency in MS Office (Word, Excel, PowerPoint, and Outlook) is critical to account management and priority customer service
- Outstanding client service skills are a must
- a high personal standard of excellence
- a drive for results
- a proactive, “can-do” attitude
Nice to Haves
- Prior experience working in financial services, lending or mortgage industries is preferred
- Experience with Salesforce or a comparable CRM is preferred
Benefits
- Commuting/parking allowance
- Employer-matched 401(k)
- Tuition reimbursement
- Health benefits
- Dental benefits
- Vision benefits
- Life insurance
- Paid time off
- Free on-site fitness center
- Gaming area
- Stocked kitchen
- Training for one month in the office, followed by the option to work remotely in the DMV area