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Partnership Development Analyst
Confirmed live in the last 24 hours
Locations
San Francisco, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Confluence
JIRA
Management
Marketing
Sales
Salesforce
PowerPoint/Keynote/Slides
Excel/Numbers/Sheets
Requirements
  • 3+ years of experience in investment banking, client-facing role at a FinTech, or alternative capital markets experience
  • Highly organized, detail-oriented and a strong client service orientation
  • Experience with Excel, Powerpoint, Salesforce, Pardot, Jira / Confluence preferred
  • Superior written and verbal communication skills, comfortable interacting with clients and senior stakeholders
  • Flexibility to prioritize, balance and respond to competing needs within a growing organization
  • Experience operating in a fast-paced environment and comfortable prioritizing critical issues
  • Good judgment and excellent interpersonal skills
Responsibilities
  • Interface with C-level executives to get investors familiar with Upgrade's suite of consumer products and associated investor reporting
  • Own strategic proposal process and outline Upgrade's underwriting capabilities, digital acquisition strategy, company operations, and risk controls for prospective investors
  • Maintain and expand the internal knowledge base for use across the Sales, Onboarding, Operations, and Account Management teams
  • Assist with a variety of activities related to the daily operations of the sales team including financial and operational diligence, CRM / Salesforce, lead acquisition, and relationship management
  • Manage the on-boarding of new investors including diligence and technical implementation, work closely with legal/compliance/product
  • Maintain and expand internal sales knowledge base and documentation of key processes
  • Spearhead content creation for outbound marketing efforts
  • Manage partner due diligence efforts and sales team support
  • Enable more personal and compelling selling experience
Upgrade

201-500 employees

Personal loans, cards and rewards checking
Company Overview
Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.
Company Values
  • Create - Drive innovation, try something new, build great products and deliver amazing experiences to our customers.
  • Learn - Join a diverse work environment that promotes constant learning, testing and discovery together.
  • Impact - Make a difference in the lives of millions of people by empowering them with knowledge and access to affordable credit.