Fresh Jobs at Credit Direct Limited

Job Summary

• The Partner Management Lead is responsible for ensuring seamless engagement and operational support for platform and key account partners, from initial onboarding to ongoing account management. The role involves managing documentation, reconciliations, and internal stakeholder collaboration to drive partner success. The ideal candidate will work closely with partners to monitor portfolios, oversee technical implementations, and ensure all aspects of the partnership operate smoothly and effectively.

Job Details

New Business Engagement & Onboarding:

• Support the onboarding of new partners by managing documentation, compliance, and legal engagements.
• Coordinate internal and external meetings to align expectations and timelines.
• Collaborate with the legal and finance teams to finalize partnership agreements and pricing structures.

Account Management & Operational Support:

• Act as the primary point of contact for partner-related queries and operational support.
• Monitor partner portfolios, ensuring alignment with agreed-upon targets and performance metrics.
• Oversee monetization engagements and updates with partners to maintain competitiveness and transparency.
• Track and address outstanding action items from partnership calls, ensuring timely follow-ups.

Technical Implementation & Collaboration:

• Work with technical teams to monitor and support the implementation of partner integrations.
• Coordinate with product and tech teams to address partner feedback and optimize systems for operational efficiency.
• Support troubleshooting and resolution of technical challenges to ensure a seamless partner experience.

Stakeholder Engagement:

• Collaborate with internal teams (product, tech, marketing, legal) to deliver solutions that meet partner needs.
• Drive alignment between internal stakeholders to ensure timely execution of partner-related activities.
• Maintain clear communication with partners on operational updates and expectations.

Reconciliation & Reporting:

• Ensure accurate and timely financial reconciliations for partner accounts. In addition to commissions payout.
• Prepare regular reports on partner performance, operational metrics, and portfolio monitoring.
• Use insights from partner data analyzed to recommend process improvements and enhance partner satisfaction.

Risk & Compliance Management:

• Identify potential risks in partner operations and collaborate with relevant teams to mitigate them.

Requirements

• Bachelor’s degree in business administration, Finance, or a related field.
• 5+ years of experience in partner operations, account management, or a similar role.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent interpersonal and communication skills for engaging with partners and internal stakeholders.
• Proficiency in data analysis and reporting tools to monitor performance and generate insights.
• Problem-solving mindset with a focus on delivering partner-centric solutions.

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Job Summary

• The Merchant Onboarding Specialist is responsible for managing all aspects of merchant onboarding, ensuring a seamless experience from documentation to activation and sales enablement. This role involves close collaboration with growth managers, key account teams, and internal stakeholders to track onboarding data, resolve issues, and retain strong relationships with merchants. The ideal candidate will possess excellent organizational, communication, and problem-solving skills to enhance the merchant’s experience and support business growth.

Job Details

Merchant Onboarding & Activation:

• Oversee the completeness of merchant documentation, ensuring compliance with onboarding requirements.
• Register merchants on the designated merchant registration platform and ensure they receive their credentials promptly.
• Follow up to ensure merchants are fully activated and ready to begin sales.

Collaboration & Coordination:

• Work closely with growth managers and key account teams to align on merchant onboarding activities and timelines.
• Liaise with technology and product teams to resolve merchant-related issues promptly.
• Ensure seamless communication between merchants and internal stakeholders to enhance onboarding efficiency.

Data Tracking & Reporting:

• Track and maintain detailed data on merchant onboarding across all channels, from initial registration to activation and sales performance.
• Provide regular updates and insights to the Embedded Finance Lead on onboarding progress and challenges.
• Use onboarding data to identify bottlenecks and recommend process improvements.

Issue Resolution & Support:

• Address and resolve all merchant-related issues during and after boarding, collaborating with the tech and product teams as needed.
• Act as the primary point of contact for merchants during the onboarding process, providing support and guidance.

Merchant Retention & Relationship Management:

• Focus on ensuring merchants have a seamless onboarding experience that fosters long-term engagement.
• Build and maintain strong relationships with merchants to ensure their satisfaction and loyalty.

Requirements

• Bachelor’s degree in business administration, Management, or a related field.
• 2+ years of experience in merchant onboarding, account management, operations management or customer service roles.
• Excellent organizational skills and attention to detail for managing documentation and tracking data.
• Strong interpersonal and communication skills for engaging with merchants and internal teams.
• Problem-solving mindset with the ability to address and resolve issues efficiently.
• Proficiency in using onboarding and CRM platforms to track merchant activities.
• Proficiency in data analysis tools such as Excel
• Ability to work collaboratively in a fast-paced environment.