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Figure is a leader in the real-estate secured small business (SMB) finance space. We are searching for a partner success associate to activate key Independent Sales Organization (ISO) and financing broker relationships. You will be responsible for ensuring SMB leads seamlessly flow through Figure’s funnel. This is a revenue-generating, originations-focused role.
Job Responsibility:
Master Figure’s products and our value propositions to SMB partners
Build strong relationships with key partners while serving as primary day-to-day point of contact
Manage the application pipeline throughout the day – identifying the highest-potential leads, coordinating with partners, and funding deals
Address daily inquiries, via email and phone, from ISO/broker/lender partners
Educate partners on Figure’s partner technology stack and digital borrower application process
Provide high-value program and product feedback across the Figure organization to consistently improve our SMB go-to-market
Ensure compliance with regulatory requirements and company policies across all ISO/funder activities
Support the pipeline development and partner onboarding processes
Establish and track key internal and external performance indicators (e.g. conversion/approval rates, best practices, etc.)
Optimize partner performance – including creative testing, payout optimization, and performance analysis
Contribute to partnership strategy development and market expansion initiatives
Requirements:
2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space
Understanding of small business finance and broker/ISO dynamics
Excellent relationship management and communication skills
Experience with CRM & analytics platforms (i.e., Salesforce, Tableau)
Experience with lender/funder platforms and processes (e.g. lead submission tools)
Nice to have:
Exposure to the mortgage or secured lending space is a plus
Startup or scale-up experience with comfort in fast-paced, ambiguous environments is a plus
What we offer:
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