Partner Success Manager - Inside Sales

The Partner Success Executive/Manager (cum Inside Sales) is responsible for onboarding, nurturing, enabling, and activating MoneySquad's network of DSAs, freelancers, agencies, and financial product distributors. This role involves a mix of partner onboarding, relationship management, inside sales, performance enablement, and revenue generation through channel success.

Partner Onboarding & Activation

- Reach out to prospective partners (DSAs, freelancers, loan agents) via calls, WhatsApp, and email campaigns.

- Explain the value proposition of the MoneySquad platform and onboard them seamlessly.

- Conduct product and platform demos and ensure proper KYC/documentation of new partners.

- Drive early activation: ensure new partners start submitting leads within their first 7 days.

Partner Success & Relationship Management

- Serve as the single point of contact for a portfolio of active partners.

- Address queries, resolve issues, and provide real-time updates on lead statuses.

- Educate partners on various products, disbursement processes, commission structures, and incentive schemes.

- Regularly check in with inactive or low-performing partners to re-engage and motivate.

Inside Sales & Revenue Enablement

- Influence disbursal velocity by guiding partners on submitting high-quality leads.

- Pitch top-performing financial products (by lender, segment, ticket size, geography).

- Track conversions, build a partner sales funnel, and achieve monthly disbursal and revenue targets.

- Upsell/cross-sell other services like insurance, professional loans, overdrafts etc. to existing partners.

Performance Monitoring & Reporting

- Monitor daily/weekly/monthly partner metrics like lead volume, approval rate, disbursal, payout earned.

- Share performance dashboards with partners and identify opportunities to improve.

- Work closely with the lender operations and payout teams to ensure smooth partner servicing.

Training & Enablement

- Conduct virtual training sessions, webinars, and WhatsApp broadcasts to educate partners.

- Create partner playbooks, product guides, and quick-reference materials for partner success.

- Share regular product updates, new lender tie-ups, incentive campaigns, etc.

- Bachelor's degree in Business, Marketing, Finance or a related field.

- 1–4 years of experience in partner management, inside sales, fintech sales, or DSA/channel sales.

- Experience in unsecured lending, NBFC, or financial services is highly preferred.

English

- Good understanding of financial products like PL, BL, OD, Professional Loans, etc.

- Comfortable working with CRMs, lead tracking tools, WhatsApp Business, and Excel dashboards.

- Partner Relationship Management

- Inside Sales / Telesales

- Product Pitching and Upselling

- Customer Empathy and Problem-Solving

- Lead Tracking & CRM Tools

- Performance Analytics & Reporting

- Superior verbal communication in English

[3.5-4 LPA]

- Performance-linked incentives (monthly payout-based)

- Bonuses on key milestones (onboarding, activation targets, revenue goals)