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Figure

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Channel Account Executive

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Description

  • Figure is a leader in the real-estate secured small business (SMB) finance space by enabling business owners to acquire secured funding in the fastest and most cost-efficient manner: tapping their home equity with a Figure HELOC. 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. On a day-to-day basis, this means ensuring ISO/broker partners are able to easily submit financing opportunities to Figure and that small business owners are provided a best-in-class borrower experience
  • This is a revenue-generating, originations-focused role – and ideal candidates will have a strong background in partner relationship management, sales, and customer service
  • ISO/Broker sales & success:
  • 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
  • Program development:
  • 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

Benefits

  • 100% of premium costs for employees and dependents for medical, dental, and vision insurance
  • 10 company-wide holidays plus one personal holiday
  • Reimbursement for approved continuing education (eligible employees)
  • Bonus plan (eligible employees)
  • Generous Flexible Time Away (FTA), Paid Time Off (PTO), and paid parental leave
  • Option to purchase a set number of shares of Figure’s common stock (eligible employees)
  • Complete mandatory security awareness training within required timeframes
  • Startup or scale-up experience with comfort in fast-paced, ambiguous environments is a plus
  • 2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space
  • Experience with lender/funder platforms and processes (e.g. lead submission tools)
  • Understanding of small business finance and broker/ISO dynamics
  • Adhere to all company security policies and data handling procedures
  • Promptly report any suspected security incidents or suspicious activity to the Security team
  • Excellent relationship management and communication skills
  • Exposure to the mortgage or secured lending space is a plus
  • Experience with CRM & analytics platforms (i.e., Salesforce, Tableau)

Skills

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See also

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