Special Projects – Partner Management (Temp)
New
P
PathwardFinancial Services
RemoteContractMiddle
Salary$33 hourly – $35 hourly
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Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceComplianceQuality AssuranceAccount ManagementRisk Management
Requirements
- 2+ years of experience in banking, financial services, compliance, quality assurance, account management, or a related field.
- Strong document review, editing, and quality assurance skills.
- Demonstrated Salesforce proficiency, including case management, reporting, workflow navigation, and data integrity practices.
- Knowledge of governance, risk management, compliance, or operational controls.
- Strong analytical, organizational, and communication skills.
- Experience collaborating with cross-functional stakeholders and external partners.
Responsibilities
- Perform detailed reviews of partner documentation and supporting materials for completeness, accuracy, and adherence to program requirements for IDV/CIP/EDD execution
- Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities according to defined standards and procedures.
- Monitor SLA adherence and help ensure timely completion of governance and operational tasks.
- Coordinate with Partner Quality, Compliance, Legal, Risk, and Account Management teams to facilitate documentation for Salesforce assets.
- Prepare reporting, dashboards, and status updates related to Salesforce updates
- Support implementation and testing of new Salesforce workflows, automation initiatives, and process improvements.
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