Partnership Sales Support Associate - Remote

Overview

The Partnership Sales Support Associate will facilitate sales support activities between partners, key contacts, and Loan Originators, enhancing business growth and improving partnerships.

In Short

• Serve as the primary contact between partners and Loan Originators.
• Enhance effectiveness of sales meetings with valuable insights.
• Develop processes to maximize ROI and automate engagement.
• Communicate best practices for sales effectiveness.
• Collect and report field feedback for improvements.
• Maintain a comprehensive partner training portal.
• Keep accurate records of sales support activities.
• Conduct training sessions and workshops for partners.
• Coordinate onboarding and training for new partners.

Requirements

• 2+ years of experience in sales or sales support in financial services.
• Strong relationship management skills.
• Ability to identify business opportunities.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Ability to work independently and collaboratively.
• Knowledge of mortgage lending processes.
• Willingness to travel up to 20% of the time.

Benefits

• Comprehensive health, vision, and dental insurance.
• 401k and commuter benefits.
• Life and disability insurance coverage.
• 11 Observed Holidays & PTO plan.
• Up to 12 weeks paid family leave.
• Continuing education reimbursement.