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Partner Success Specialist

Company: ConsumerDirect, Inc.
Location: Irvine
Posted on: August 7, 2022

Job Description:

Job Description***This position is full-time on-site out of Irvine, CA***About ConsumerDirect:ConsumerDirect is the people-first-financial platform and creator of,, and HOGO. We're the first and only company to combine credit, online privacy, money management, and identity protection all in one place, empowering everyday people to take ownership of their financial world. We are disrupting the industry by providing impactful solutions in the consumer money, credit & identity space. #Fintech Position Overview:The Partner Success Specialist will be responsible for furthering partner relationships while proactively delivering on retention objectives and developing partner growth strategies with a focus on underperforming or stagnant partnerships. The specialist will analyze overall partner performance, recognize deficiencies, and identify intervention strategies to achieve partner performance goals. Collaborates closely with Sales Executives and Marketing team in servicing and nurturing partner relationships. Job Duties:

  • Responsible for onboarding of all new partnerships following strict compliance procedures
  • Will nurture and maintain client relationships working with a team of 4 (Sales Pod)
  • Identify Partner needs and when necessary, provide virtual trainings and demonstrations
  • Maintain and update CRM daily by entering all necessary notes/data
  • Conduct a weekly average of 30+ outbound calls while shuffling through business partners ensuring all their business needs have been met
  • Collaborate cross-functionally with Sales Pod to meet business objectives and provided recommendations to support partner growth
  • Analyze an array of reports with strong focus on partner performance to identify deficiencies and create an intervention planQualifications:
    • At least 2 years of customer service experience or account management
    • Able to problem solve with little to no direction using critical thinking skills
    • Proficient management of the internal CRM
    • Fluent using Microsoft Outlook, HubSpot, Slack and Excel
    • Ability to work independently and collaboratively in a cross-functional team
    • Flexible to jump from project to project, keeping tabs of most duties
    • Business travel as needed, potentially 1-2 times per year Benefits:
      • 9 Paid holidays
      • 401K Retirement Savings Plan
      • Open time off policy (AKA unlimited vacation time)
      • Over $10K contributed annually towards medical/dental/vision plans
      • $1500 annually contributed towards learning and development
      • Daily catered lunches, coffee, and snack bar
      • Opportunity to be a part of a great corporate culture - on OC's best places to work list! Check out our careers page! Internal Referrals:https://consumerdirectinc.ripp..."Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences. That includes you too, nerds!"

Keywords: ConsumerDirect, Inc., Irvine , Partner Success Specialist, Other , Irvine, California

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