At a Glance
- Tasks: Onboard new partners and manage their setup process across systems.
- Company: Join a values-driven company committed to diversity and inclusion.
- Benefits: 25 days annual leave, private medical care, and opportunities for growth.
- Other info: Flexible working arrangements and a supportive team environment.
- Why this job: Be a key player in enhancing partner experiences and improving processes.
- Qualifications: Experience in onboarding or client services with strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
As a Partner Setup Specialist you will join a fast-paced team responsible for onboarding new partners and ensuring accurate, compliant and timely setup of partner records across our systems. You will act as a key liaison between Sales, Underwriting, Operations and partners, managing the end-to-end setup process to enable smooth commercial operations and a positive partner experience.
Key Responsibilities
- Manage partner setup from receipt of request to completion, ensuring all required information and documentation is obtained and validated.
- Input and maintain partner data accurately within our CRM and partner platforms, following established data standards and naming conventions.
- Conduct checks, flagging any issues or discrepancies to relevant stakeholders and escalating where necessary.
- Coordinate with internal teams (Sales, Legal, Underwriting, Finance, Operations) to resolve setup blockers and confirm contractual and operational requirements are met.
- Prepare and maintain clear, auditable records and tracker reports to evidence progress and handovers.
- Communicate status updates proactively to partners and internal stakeholders, providing clear timelines and next steps.
- Contribute to continuous improvement by identifying process bottlenecks and suggesting system or process enhancements.
- Support periodic data clean-ups and reconciliation activities to maintain the integrity of partner information.
Skills and Experience
- Experience in a partner onboarding, supplier setup, client services or operational role ideally within financial services, payments or a regulated environment.
- Attention to detail with proven data entry accuracy and an ability to follow process and compliance requirements.
- Excellent communication skills, able to work with internal and external stakeholders at all levels.
- Good organisational skills with the ability to manage multiple concurrent setups and prioritise work effectively.
- Comfortable working with CRM systems, spreadsheets and multiple internal platforms; quick to learn new tools.
- Problem-solving mindset with a focus on delivering pragmatic solutions and improving processes.
- Ability to work independently as well as collaboratively within a team.
Desirable
- Previous experience working with partner/affiliate programmes or B2B onboarding.
What we offer
- An inclusive, values-driven workplace with a commitment to Diversity, Equality and Inclusion.
- Opportunities for training, development and progression across the business.
- 25 days annual leave with the opportunity to buy or sell up to 5 days.
- Private medical and dental care.
- Employee Assistance Programme.
Working Arrangements
This role will require you to reside in the UK from the start date and you will be required to attend in person on a monthly basis. You will be asked to confirm your internet speed at application to ensure you can work from home effectively. We are open to part-time working and job share.
Additional Information
All postholders will be subject to appropriate pre-employment vetting procedures and a satisfactory Disclosure & Barring Service (DBS) check prior to appointment. We are not able to offer visa sponsorship for this role. We’re committed to providing reasonable adjustments or accommodations for applicants, so if you need assistance or support during the recruitment process, please let us know on the application form or by sending an email to recruitment@pcl.co.uk.
By submitting your application, you agree that Premium Credit may collect your personal data for recruiting and related purposes. PCL uses AI tools to assist with our review of applications, including to summarise CVs against relevant job criteria and transcribe interviews. However, our team always makes the final decision on any application.
Premium Credit are an equal opportunities employer. Excited but not sure you tick every box? We encourage applications from people from all backgrounds; if you’re in a job share, just apply as a pair. Please note we reserve the right to close this vacancy early if we identify a number of suitable candidates and all applicants will be advised if the vacancy closes early. We’re not engaging agency support for this role and respectfully ask that agencies do not submit unsolicited candidate details to Premium Credit Limited in relation to this role.
Partner Setup Specialist employer: Premium Credit Ltd
Contact Detail:
Premium Credit Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Setup Specialist
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. This can give you insider info and might even lead to a referral, which is always a bonus.
✨Tip Number 2
Prepare for the interview by practising common questions related to partner onboarding and CRM systems. We recommend role-playing with a friend or using online resources to get comfortable with your answers.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you resolved issues or improved processes. This will demonstrate your proactive mindset and fit for the role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can keep you top of mind and show your enthusiasm for joining the team.
We think you need these skills to ace Partner Setup Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Partner Setup Specialist role. Highlight your experience in partner onboarding or client services, and show us how your skills align with our needs.
Show Off Your Attention to Detail: Since this role requires accuracy in data entry and compliance, give us examples of how you've successfully managed detailed tasks in the past. We love candidates who can demonstrate their meticulous nature!
Communicate Clearly: In your application, use clear and concise language. We want to see that you can communicate effectively, just like you would with our partners and internal teams. Keep it professional but friendly!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Premium Credit Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Partner Setup Specialist role. Familiarise yourself with the key responsibilities and skills mentioned in the job description. This will help you articulate how your experience aligns with what they’re looking for.
✨Showcase Your Attention to Detail
Since this role requires accuracy in data entry and compliance, be prepared to discuss specific examples from your past work where your attention to detail made a difference. Highlight any processes you’ve improved or errors you’ve caught before they became issues.
✨Communicate Clearly and Confidently
As a liaison between various teams and partners, strong communication skills are essential. Practice explaining complex ideas simply and clearly. During the interview, ensure you listen actively and respond thoughtfully to questions.
✨Prepare for Problem-Solving Scenarios
Expect to be asked about how you handle challenges or blockers in the setup process. Think of examples where you’ve successfully navigated obstacles, and be ready to discuss your problem-solving mindset and how you collaborate with others to find solutions.