jobapplier

Channel Account Executive

Figure

Skills

Required

  • lender/funder platforms and processes
  • lead submission tools

Preferred

  • mortgage
  • CRM & analytics platforms
  • Salesforce
  • Tableau
  • partner relationship management
  • customer service
  • manage the application pipeline

Figure, a leader in real-estate secured small business finance. As a Channel Account Executive, you will activate key Independent Sales Organization (ISO) and financing broker relationships, ensuring a seamless flow of SMB leads through Figure's funnel.

Responsibilities

  • This revenue-generating role requires a strong background in partner relationship management, sales, and customer service.
  • You will build relationships with key partners, manage the application pipeline, educate partners on Figure's technology stack, and provide feedback for program improvement.
  • Additionally, you will support pipeline development, track performance indicators, optimize partner performance, and contribute to partnership strategy development.
  • Assurer que les partenaires ISO/broker peuvent facilement soumettre des opportunités de financement à Figure et que les propriétaires de petites entreprises bénéficient d'une expérience de prêt de premier ordre.
  • Établir et suivre les indicateurs de performance clés internes et externes (par exemple, les taux de conversion/d'approbation, les meilleures pratiques, etc.) pour optimiser la performance des partenaires.
  • Fournir des commentaires sur les programmes et les produits à l'ensemble de l'organisation Figure pour améliorer constamment notre stratégie de mise sur le marché SMB.
  • Understanding of small business finance and broker/ISO dynamics
  • Adhere to all company security policies and data handling procedures

Requirements

  • Complete mandatory security awareness training within required timeframes
  • 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)
  • Excellent relationship management and communication skills

Preferred

  • Startup or scale-up experience with comfort in fast-paced, ambiguous environments is a plus
  • Exposure to the mortgage or secured lending space is a plus
  • Experience with CRM & analytics platforms (i.e., Salesforce, Tableau)

Pay

USD 68,000 - 95,000

Promptly report any suspected security incidents or suspicious activity to the Security team