Job Description
About the role
As a Partner Setup Specialist you will join a fast‑paced team responsible for onboarding new partners and ensuring accurate, compliant and timely setup of partner records across our systems. You will act as a key liaison between Sales, Underwriting, Operations and partners, managing the end‑to‑end setup process to enable smooth commercial operations and a positive partner experience.
Key responsibilities
- Manage partner setup from receipt of request to completion, ensuring all required information and documentation is obtained and validated.
- Input and maintain partner data accurately within our CRM and partner platforms, following established data standards and naming conventions.
- Conduct checks, flagging any issues or discrepancies to relevant stakeholders and escalating where necessary.
- Coordinate with internal teams (Sales, Legal, Underwriting, Finance, Operations) to resolve setup blockers and confi...