Partner Support Associate I

We need to output HTML fragment with sections: headings

for each section present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: - About the role: description of Partner Support Associate role (first paragraph after title). So we can have

About the role

with

containing that description. - Responsibilities: The "What You Will Do" section includes bullet-like sentences. We need to format as

• for list of duties. The text includes many sentences separated by periods; we can split into list items. Must preserve all substantive info; we can break into logical items. - Requirements: The "What We’re Looking For" includes bullet-like list of qualifications. We can treat as Requirements (or Qualifications). The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include. The posting includes "What We’re Looking For" which includes education, experience, skills. Could map to Requirements and Skills. We could have a Requirements section for education/experience, and a Skills section for skills. Or combine. The instruction: prefer a few substantive sections over many thin ones. So maybe combine into one Requirements section covering education, experience, and skills. But we also have Benefits and Pay sections: there is a "Kapitus Total Rewards Package Includes Competitive Base Salary of $55,000." plus details about benefits. So we have Pay (salary) and Benefits details. So we should include Pay and Benefits sections. Schedule: not mentioned, so omit. Thus sections: About the role, Responsibilities, Requirements (maybe combine education/experience/skills), Benefits, Pay. But we need to follow headings exactly: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose to include only those with content. Could we include Requirements and then Benefits and Pay. Could also include Skills as separate if we want, but we might combine to avoid thin sections. The instruction: prefer a few substantive sections over many thin ones. So better to have fewer sections. So we could have About the role, Responsibilities, Requirements (covering education/experience/skills), Benefits, Pay. We must not repeat job title as heading. No Job ID. We must remove boilerplate: the initial warning about scam, etc. Also remove "Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence." That's maybe not boilerplate but could be considered location info; it's substantive? It's about remote candidates; maybe keep? It's not a section; could be part of About the role or Requirements. It's a note about location. Could be included in Requirements as a note. But it's not a list; we can include as a

  after the list. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can reformat. We need to be careful not to lose any detail. Let's extract sections. Original text after the warning: "The Partner Support Associate is a cross-functional role in the Channel Sales department, acting as the liaison and “voice” between the Channel Sales team and ISO/MRP partners. They will be responsible for providing daily sales/partner support and coverage for the ISO Partner Managers, assisting in the ISO onboarding process to increase originations with high quality partners, and handling ad-hoc communication pertaining to our channel partners." Then "What You Will Do" with sub-sections Sales/Partner Support and Onboarding and Partner Management. We need to capture all bullet points. Let's list responsibilities: Sales/Partner Support: - Provide daily sales/partner support for the ISO Partner Manager teams in sales tasks including but not limited to contract management, bank verification links, document review, underwriting review, pipeline updates and follow ups, Slack management with partners, exception requests, etc. - Provide partner coverage whenever a team member is out of office or on partner visits - Update and maintain partner contact information and records in Salesforce - Work cross-functionally with team members from Legal, Sales, Compliance, Marketing and Operations to maintain the utmost experience for our partners while ensuring compliance is in place - Communicate promptly with partners via phone, email, text, and messaging about the progress of deals - Assist Partner Support Specialists in all sales support tasks - Communicating to Underwriters regarding files as necessary - Assisting with Submissions (Portal) Requests - Respond to/initiate “customer service” type inquiries from partners – i.e. - balance inquiries, funding confirmations, modifications, etc. - Other tasks and duties, as required by management Onboarding and Partner Management: - Assist Partner Support Specialists in all ISO onboarding tasks - Speak with potential partners to vet for candidacy, determine the correct referral program (ISO/MRP), communicate approval or decline status, and assign accounts to ISO managers - Collect required onboarding documents and submit to Onboarding to ensure a timely process is followed - Field inbound calls and transfers from Sales and Customer Support for partner inquiries, respond to voicemails promptly, and oversee the Partner inbox - Oversee all ISO recertification tasks to ensure accounts are accurate and updated - Ensure partners are updated with underwriting policies/guidelines, marketing material, renewal commissions, current bonus structures, etc. - Other tasks and duties, as required by management We need to preserve all; we can combine into one list of responsibilities, but we could keep subheadings? The instruction only allows

  for section headings; we could not add subheadings inside. Could we use

  ? Not allowed. So we just make a flat list. Now Requirements: "What We’re Looking For" includes: - Bachelor’s degree and/or comparable experience preferred - 1+ years supporting a sales team or B2B sales experience with a strong preference in the MCA/short-term lending space, Payment Processing, Financial Services, or Consultative Sales with a history of success - Self-starter that is highly independent, with the ability to juggle tasks in a fast-paced environment and think on their feet - Personal accountability, time-management, and organization skills - Goal oriented leader with a proactive approach in developing relationships with merchants and ISO partners - Excellent verbal, written, and interpersonal communication skills - Excellent analytical, presentation, and phone skills - Experience with contract/partnership negotiations is a plus - Proven success in meeting and exceeding sales goals - Communicate decisions effectively in both verbal and written communication - Team player with a strong sense of accountability - Experience achieving metric and quality performance - Excellent negotiation and business development skills - Efficient planning, organization and time management skills - Smart, hard-working individual who wants to be an integral part of a growing channel - Experience using Microsoft Office and Office 365 in particular (PowerPoint, Excel) - Experience with Salesforce CRM highly preferred, Tableau/NICE a plus Also note: "Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence." This could be added as a note. Now Benefits: The "Kapitus Total Rewards Package Includes" paragraph includes many benefits. We need to capture all. Let's extract benefits details: - Competitive Base Salary of $55,000. (Pay) - Incentive Commission Compensation Plan – earned monthly - Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life. - Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. - Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. - 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. - Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. - Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. - Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work. - LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools. - Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. - Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. - Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities. - Paid Time Off and Sick Time. - Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. We need to separate Pay and Benefits. Pay: base salary $55,000 and incentive commission compensation plan earned monthly. Possibly also mention that final salary depends on location, skills, experience. That's part of Pay. Thus Pay section: include base salary, incentive commission, note about final salary depending on factors. Benefits section: all other benefits. Now we need to output HTML fragment only, no or . Use

  for each section heading. Use

  • for any list of duties/requirements/benefits. Use

    for prose. We need to decide what to make lists. - Responsibilities: list of duties ->

    • each duty. - Requirements: could be list of items (education/experience/skills). Could be
      • . - Benefits: list of benefits ->
        • . - Pay: maybe prose

          (since not a list). Could also be list but we have only a few items; but instruction: use

          • for any list of duties/requirements/benefits. Pay is not a list; we can use

            . - About the role: prose

            . Now we need to ensure we don't miss any detail. Let's craft About the role paragraph: combine the two sentences: "The Partner Support Associate is a cross-functional role in the Channel Sales department, acting as the liaison and “voice” between the Channel Sales team and ISO/MRP partners. They will be responsible for providing daily sales/partner support and coverage for the ISO Partner Managers, assisting in the ISO onboarding process to increase originations with high quality partners, and handling ad-hoc communication pertaining to our channel partners." Now Responsibilities list: we need to include each bullet as separate

          • . Ensure we preserve the exact wording? We can keep close but not change meaning. We'll copy the sentences. Let's list them: 1. Provide daily sales/partner support for the ISO Partner Manager teams in sales tasks including but not limited to contract management, bank verification links, document review, underwriting review, pipeline updates and follow ups, Slack management with partners, exception requests, etc. 2