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Partner Support Representative

Join the ranks of American Banker's 2018 Top 10 Best FinTech Companies! Rated among San Francisco Business Times’ Top 25 Best Places to Work, we are humbled and excited by this time of immense growth. SmartBiz is revolutionizing small business lending with its technology platform to provide quick, affordable SBA loans to small businesses across America. SmartBiz is the leading online marketplace for SBA loans, and we are looking for a Partner Success Manager to join our team.

As a Partner Success Manager, you will be an integral part of our growing Partnerships team. You will support and engage SmartBiz’s most valuable partner relationships and largest source of referrals. Regular interactions with these partners encourage the development of long-lasting relationships that ultimately win the repeat business that drives the growth of our company.

At SmartBiz, you will have a chance to work within a dynamic, supportive and social environment and on a team that takes pride in helping our customers but isn’t too busy to have fun together. You will receive fantastic exposure to the Fintech industry, and opportunity for upward mobility within our organization. SmartBiz is the future of small business lending, and we hope you will join our team on this exciting journey.


  • Partner Support: Quickly and accurately respond to inbound phone and email requests from new and existing partners
  • Partner Growth: Create and maintain partner relations that increase the number of applications from our Partner Channels.
  • Onboard and Educate: Successfully onboard new partners and lead regular trainings that explain the various benefits of obtaining funding through SmartBiz
  • Collaborate: Manage communication between partners and SmartBiz’s Lending Operations team
  • Triage new issues, projects and processes as they arise and as the SmartBiz marketplace and application evolves.
  • Live our culture of support, fun, humor and excitement


Desired Experience:

  • 2 years Sales experience with an ability to develop a rapport quickly on the phone
  • Exceptional verbal and written communication skills.
  • Ability to work well, independently and within a team
  • Experience reviewing credit and financial documents or a related degree
  • Great organizational skills and experience creating your own processes to manage your tasks
  • Ability to explain basic financial terms in clear language while maintaining professionalism and organization
  • A strong desire to innovate, collaborate and have fun and win!



  • Competitive salary plus bonus
  • 100% paid Medical and Dental Insurance
  • Tri-weekly catering, as well as unlimited snacks, coffee and espresso
  • Ownership stake in the company
  • Downtown office in San Francisco’s financial district
  • MacBook Air assigned to you on day one
  • Monthly company happy-hours and off-sites
  • The best lending product in the industry


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