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

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

Partnership Support Specialist

Key skills