ISO Relationship Manager

Credibly
Scottsdale, AZ Full Time
POSTED ON 1/11/2022 CLOSED ON 5/30/2022

What are the responsibilities and job description for the ISO Relationship Manager position at Credibly?

Who We Are:
Credibly believes in small and medium-sized businesses and the people who make them grow. We leverage cutting-edge data science, technology, partner relations, and customer support to provide business owners with accelerated access to right-sized capital solutions.

The Company:
Founded in 2010, Credibly has sustained rapid growth and provided over $1B in financing to SMBs, while maintaining a strong emphasis on risk management and a culture of compliance. From 2014 to 2016, the company made consecutive appearances on the Inc. 500 list of Fastest Growing Private U.S. companies, as well as Crain's Fast 50 in the State of New York in 2015 and 2016.

In 2017 Credibly became the first company in its space to acquire the servicing rights to a competitor's portfolio ($250MM). Credibly was selected for its proven approach to managing risk. In late 2018, the company completed its first asset-backed securitization and followed with an investment grade senior debt offering in 2019. Credibly's headquarters are in Southfield, Michigan, with offices in New York and Arizona.

The Opportunity:

Credibly is looking for an ISO Relationship Manager to increase ISO (Independent Sales Offices/Brokers) partnerships in our NY office. The successful candidate will be responsible for establishing contact with existing ISOs (book of business), identifying new ISOs, and following up on potential leads. The ISO Relationship Manager will also monitor industry trends in order to identify emerging markets and develop plans to utilize those markets to expand revenue.

  • Aspiration-Setting: Sets bold aspirations—a clear vision—for the development of the relationship.
  • Relationship Strategy: Sets and executes a client relationship strategy that defines which issues to focus on, which opportunities to pursue, and which individuals to invest in.
  • Client Leadership: Is perceived as a leader and driver of business by ISOs within their book of business. Facilitates the development of a vision for the overall success of the ISO relationship with Credibly.
  • Develop and maintain a thorough knowledge of Credibly’s services and pricing structure.
  • Identify leads, manage prospects and acquire new business.
  • Meet or exceed book of business sales goals.
  • Complete scheduled and cold call prospecting activities to establish first and follow up appointments with ISOs.
  • Prepare and deliver sales proposals/presentations and follow up with key decision makers within that ISO organization.
  • Utilize the company’s CRM on a daily basis, scheduling and documenting activities, and developing prospective customer profiles.
  • Complete relationship reviews for each in person ISO visit.
  • Collaborate with the management team to improve marketing materials and expand the company’s marketing presence in the (specified) territory.
  • Attend industry trade shows to accumulate new leads and make productive contact with existing clients.
  • Stay on top of industry trends to identify potential opportunities for company growth.
  • Develop and maintain an awareness of market behavior and competitive trends and respond accordingly.
  • Regularly meet with Sales Supervisor to review weekly sales activities, progress on goals, and status of prospective customers.

Requirements:

  • 2 years in Small Business Lending space (ISO management)
  • Associate’s or Bachelor’s degree preferred.
  • Must present and communicate in a professional manner.
  • Excellent verbal and written communication skills.
  • Must be organized with good time management skills.
  • Possess proven analytical/problem solving solutions for the customer and the company.
  • Computer proficiency in Windows and Microsoft applications.
  • Experience in developing and executing territory sales strategies.
  • Possess strong presentation, negotiation, and closing skills.
  • Must be self-motivated and able to work independently to meet or exceed goals.
  • 4 years’ outside sales experience.
  • Must be willing to travel up to 50 percent of the time.
  • Self-motivated and comfortable working with little to no direction.
  • Excellent interpersonal communication.

Job Type: Full-time

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