Partner Success Specialist

Grow with a team that leads with service and builds with purpose. At Basys, we believe success is built on relationships, not transactions. We collaborate, solve challenges head‑on and raise the bar for ourselves and each other every day. If you’re energized by meaningful work and motivated to make a real impact, you’ll feel right at home here. Summary We are looking for a proactive and adaptable Partner Support Specialist to join our team. In this role, you will play a key support role to the Partner Support Managers (PSM), collaborating across multiple departments to ensure seamless operations. You will help maintain a positive work environment by consistently aligning with our organization’s mission, vision, and values. This position is an excellent opportunity for someone eager to develop a wide range of skills, with the potential to transition into a full Partner Support Manager role as growth opportunities arise. The ideal candidate will be highly organized, resourceful, and enthusiastic about taking on new challenges to contribute to the success of our partner management initiatives. Duties & Responsibilities Essential Functions Provide administrative support to partner support managers, demonstrating initiative and flexibility to actively participate and contribute in various areas. Collaborate with internal departments using written and verbal communication to meet partner/team needs. Assist PSM team in the execution of Conversions when they arise. Coordinate day‑to‑day office operations such as maintaining records and documents, researching and compiling information for and preparing reports, aiding partner support managers with partner visits. Assist in managing Finance requests such as – loss cases and determining if 100% billing to partner is necessary, distribution of invoices to partners, collection and distribution of W‑9 forms to partners. Take ownership of smaller projects to support the overall PSM function, helping to free up higher‑level strategic tasks for PSMs. Regularly review and update partner facing materials including but not limited to Partner Campus, Partner Newsletter and Basys University. Additional Responsibilities Assist PSM Lead with projects of various complexity, using administrative skills to plan, coordinate, and follow up with contributors and follow through to completion. Join partner calls with PSM as needed. Coordinate and relay information throughout multiple departments as needed. Perform and resolve tasks within given SLA. Interface with employees at all levels as well as external customers, representing the company professionally at all times. Will be responsible for learning and understanding other departments at Basys. Complete other assigned duties as requested. Requirements This role is eligible for a hybrid schedule. Up to one day per week may be worked remotely in accordance with the telecommuting policy. Strong interpersonal skills, conducive to team development. World Class problem‑solving skills. Exceptional analytical skills for analyzing client data. Time management and multitasking skills in order to handle multiple tasks at once. Strong organizational skills and attention to detail. Strong written and verbal communication skills. Education & Experience Business Administration, Accounting, Marketing or other related fields – Bachelor’s degree preferred. Minimum of 2 years of experience in a financial institution, customer service, or other related fields. Strong communication skills required. Proficiency in Microsoft Office suite, CRM. Basys is an equal opportunity employer. #J-18808-Ljbffr