Special Projects – Partner Management
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Job Description
Temporary partner management specialist reviewing partner documentation and maintaining Salesforce governance workflows. Supporting compliance, reporting, and process improvements for Pathward’s financial inclusion products.
Responsibilities:
- Perform detailed reviews of partner documentation and supporting materials for completeness, accuracy, and adherence to program requirements for IDV/CIP/EDD execution
- Maintain and update Salesforce opportunities, cases, onboarding records, and workflow activities according to defined standards and procedures
- Monitor SLA adherence and help ensure timely completion of governance and operational tasks
- Coordinate with Partner Quality, Compliance, Legal, Risk, and Account Management teams to facilitate documentation for Salesforce assets
- Prepare reporting, dashboards, and status updates related to Salesforce updates
- Support implementation and testing of new Salesforce workflows, automation initiatives, and process improvements
Requirements:
- 2+ years of experience in banking, financial services, compliance, quality assurance, account management, or a related field
- Strong document review, editing, and quality assurance skills
- Demonstrated Salesforce proficiency, including case management, reporting, workflow navigation, and data integrity practices
- Knowledge of governance, risk management, compliance, or operational controls
- Strong analytical, organizational, and communication skills
- Experience collaborating with cross-functional stakeholders and external partners
Benefits:
- Annual performance-based incentive opportunity
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Comprehensive benefits package for eligible employees
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