Channel Account Executive

Figure

. Master Figure’s products and value propositions for SMB partners .

Posted 10/26/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $68,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing partner relationships and optimizing performance within the financial services sector, with a strong focus on small business finance and compliance. Proficient in utilizing CRM and analytics tools to drive revenue and enhance partner engagement.

Highest-signal resume keywords

Partner Relationship ManagementRevenue Target OwnershipCRM ExperienceSmall Business Finance UnderstandingCompliance Adherence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance AnalysisLead Submission ToolsPipeline ManagementProgram FeedbackConversion Rate Tracking

Soft Skills

Relationship ManagementCommunication Skills

Tools & Technologies

SalesforceTableau

Certifications & Qualifications

Security Awareness Training

Industry Keywords

Financial ServicesISO DynamicsBroker DynamicsPartner Technology StackMarket Expansion

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Master Figure’s products and value propositions for SMB partners
Build relationships with key partners as the primary day-to-day point of contact
Manage the application pipeline, identify high-potential leads, coordinate with partners, and fund deals
Address daily inquiries from ISO, broker, and lender partners via email and phone
Educate partners on Figure’s partner technology stack and digital borrower application process
Provide program and product feedback to improve SMB go-to-market efforts
Ensure compliance with regulatory requirements and company policies across ISO/funder activities
Support pipeline development and partner onboarding
Establish and track internal and external performance indicators, including conversion and approval rates
Optimize partner performance through creative testing, payout optimization, and performance analysis
Contribute to partnership strategy development and market expansion initiatives

Requirements

What you’ll need

2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space
Understanding of small business finance and broker/ISO dynamics
Excellent relationship management and communication skills
Experience with CRM and analytics platforms, such as Salesforce and Tableau
Experience with lender/funder platforms and processes, such as lead submission tools
Adhere to all company security policies and data handling procedures
Complete mandatory security awareness training within required timeframes
Promptly report any suspected security incidents or suspicious activity to the Security team
Must verify identity and eligibility to work in the United States
Figure will not sponsor work visas for this position

Benefits

Comp & perks

25% annual bonus target, paid quarterly
Company equity in the form of RSUs
Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
Employer-paid life and disability insurance
11 observed holidays and PTO plan
Up to 12 weeks of paid family leave
Continuing education reimbursement