Channel Account Executive
Posted Updated
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)