Referral Partnerships Lead – Small Business Financing

American Capital Group; Indiana; Sur place; USD 50 000 - 80 000; Plein temps

Résumé du poste

American Capital Group is seeking a Relationship Manager – Referral Partnerships to cultivate and expand networks of referral partners such as accountants, consultants, and financial advisors. You will serve as the main liaison, educate partners on financing solutions, and ensure a smooth experience for the businesses they refer.

In this role, you’ll manage relationships, identify new partners, and track engagement using CRM tools while supporting partners with resources and timely information

Qualifications

• 2+ years experience in business development, partner management, or sales (financial services or small business lending preferred).
• Excellent communication and interpersonal skills; build trust and rapport quickly.
• Proven ability to manage multiple relationships with professionalism and attention to detail.
• Self-starter with a proactive, solutions-focused mindset.
• Comfortable using CRM software (Salesforce experience a plus).
• Understanding of commercial lending and small business financing.
• Passion for supporting small businesses and helping others succeed.

Responsabilités

• Build and maintain strong, long-term relationships with referral partners across various industries.
• Proactively identify, onboard, and activate new referral partners.
• Serve as a knowledgeable liaison between referral partners and internal funding teams.
• Educate partners on our suite of financing solutions (Working Capital Loans, SBA, Equipment Financing, Revenue-Based Financing, etc.).
• Provide ongoing support to referral partners—ensuring they have the resources, tools, and information needed to succeed.
• Track and manage partner activity using CRM tools; report on KPIs, performance, and engagement.
• Identify opportunities for process improvements and partner enablement strategies.

Connaissances

Relationship management

Business development

Sales

CRM experience

Communication skills

Interpersonal skills

Outils

Salesforce

Description du poste

American Capital Group is seeking a Relationship Manager – Referral Partnerships to cultivate and expand networks of referral partners such as accountants, consultants, and financial advisors. You will serve as the main liaison, educate partners on financing solutions, and ensure a smooth experience for the businesses they refer.

In this role, you’ll manage relationships, identify new partners, and track engagement using CRM tools while supporting partners with resources and timely information