- Provide daily sales/partner support for ISO Partner Manager teams including contract management, document review, and underwriting review.
- Update and maintain partner contact information and records in Salesforce.
- Communicate promptly with partners via phone, email, text, and messaging regarding deal progress.
- Assist in ISO onboarding tasks, including vetting potential partners and collecting required documentation.
- Ensure partners are updated with underwriting policies, marketing materials, and commission/bonus structures.
- Respond to and initiate partner inquiries regarding balance, funding, and deal modifications.
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