Job Openings

Partner Relationship Executive

Job ID: BH386162

Category: Sales

Partner Relationship Executive
Direct Hire

Job Location: 4715 Viewridge Ave #100, San Diego, CA 92123

Hours:  6:30am – 3:30pm, 7am – 4pm, 8am – 5pm

Industry: Financial services

Size: currently 10 on Partner Relationship team, about 75 company-wide

Interview Process: 1st round = 30 minute phone call with a Partner Relationship Exec, then 30 minutes with a Partner Relationship Rep; 2nd round = In-house interview with Director of Sales and same 2 from first round; Hiring Decision

Must Haves:  Strong communication, organized, team player, attention to detail, experience in operations, experience in FinTech/Financial Services

Preferred: Experience with SalesForce; sales "closer"

Job Summary/Description:

We are a leading provider of working capital, helping businesses across the country get access to the funds they need – now more than ever – in order to successfully compete, grow and thrive. Our organization has a reputation for being high-performing and innovative; people, customer and team focused; and highly collaborative. 
Headquartered in San Diego, CA, we are a private, family-owned business with the flexibility to offer a variety of business funding options, paired with extraordinary levels of customer service. With over $500M in funding to thousands of businesses throughout the country, we have entered a new stage of significant growth.
The ISO Team works with our nationwide network of Independent Sales Organizations, commercial loan brokers, and other finance professionals (“Partners”) in order to secure capital for their clients. We assist our Partners by offering fast and fair working capital solutions tailored to their specific needs.
Our Partner Relationship Executives own a book of highly valuable Partner accounts and must be adept at solving complex problems, delivering outstanding service to our Partners and their mutual clients, and positioning our working capital solutions as the most effective financing source for thousands of small businesses nationwide.
A Partner Relationship Executive of the ISO Team is a mid-level management position and is best suited to candidates seeking a leadership position that offers unequalled experience and an opportunity for both personal and business growth.
Day-day-day responsibilities
  • Fund, at or above quota, small business loans sourced from your assigned book of Partner accounts.
  • Work with a dedicated, and growing, number of Partners to ensure their clients are approved and funded with us.
  • Communicate approvals, declines, and requests for additional information to our Partner team
  • Work extremely closely with assigned Partner accounts to increase submission, approval, and closing volumes through dedicated training and coaching of these accounts.
  • Persistently dial the phone, send emails, and use other communication methods to generate applications, enrich Partner relationships, and help your Partner accounts close new business.
  • Work in conjunction with our Underwriting team to communicate client and Partner needs and desires.
Skills and qualifications
  • Bachelor’s degree or relevant work experience required.
  • 1-3+ years working in merchant cash advance or commercial finance related industry in a sales or business development capacity.
  • Ability to advance and close deals using multiple communication channels.
  • Ability to quickly diagnose client suitability by reviewing bank statements, credit reports, and other associated financials.
  • A strong aptitude for problem solving: Every day you will encounter multiple situations you haven’t seen before and will need to tackle these challenges head on.
  • A robust proficiency in multi-tasking, juggling multiple deals at various stages in the sales pipeline – this is a BUSY position!
  • Familiarity with closing requirements for closing commercial finance transactions.
  • High-energy is an absolute must!
  • Salesforce experience preferred.
Benefits and Highlights
  • Competitive base salary.
  • Lucrative commission plan for deals that fund through your Partner accounts.
  • Great Medical, Vision, and Dental benefits.
  • 401k with matching contribution.
  • Sick, Vacation, and Holidays.
  • Gym membership contribution.
  • Great central location – Easy access from highway.
  • An opportunity to make a huge impact at a tremendous inflection point for the company while working with an extremely smart, driven, and talented group of coworkers.

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: San Diego,