Pathward, N.A. - Partner Development Exec II

• Develops the individual Partner relationships and ensures goals, strategies and objectives are in place to support the execution of all Partner and Pathward plans. • Creates Partner-specific strategic account plans which align with Partner revenue by quarter and Pathward corporate strategy goals. • Champions partner’s business development initiatives within Pathward. • Identifies and drives new product opportunities within Pathward in collaboration with Solutions Engineering and Revenue Operations. • Monitors and assesses trends, problem areas, understands Partner’s unique needs, providing them with feedback on Pathward’s performance and theirs, keeping them current in all facets of Pathward’s business and keeping lines of communication with Partners open at all times. • Has a deep understanding of Pathward’s strategy, policies, products, systems and processes and works within these to further growth and development of Partner business with Pathward. Appropriately challenges these standards when necessary to further the growth and development of Partner business. • Has a deep understanding of all Partner’s business, key decision makers and influencers, trends in the industry, as well as their competition. Consults regularly with Partner on these topics. • Holds regular face-to-face meetings with senior level executives to continue to build relationship, strategize about objectives and ensure alignment between Partner and Pathward. • Aligns partner needs with internal solutions. Appropriately challenges status quo to ensure Pathward continues to develop solutions to ensure retention and enable growth of Partner business with Pathward. • Has an intimate knowledge of Partner agreements, programs, pricing strategies, marketing approaches and providing accurate and timely reporting of information and strong relationship building skills are all keys to success in this role. • Engages Pathward senior management across the organization as appropriate to assist with reaching partner objectives and account plans. • Provides coaching, mentoring, and support at every level within the Partner-specific teams as needed. Acts as a role model for every team member and across the organization by demonstrating a personal commitment to excellence while exhibiting unquestioned integrity and trust. • Other duties as assigned • Distinguishing Characteristics • 1. Ownership Mentality • Treats every deal and partner relationship as their own—drives outcomes, not just process. • 2. Balances Speed with Credit Discipline • Understands how to move quickly without sacrificing credit quality—knows where to push and where to pause. • 3. Partner-First Mindset • Builds trust with partners by being responsive, transparent, and solutions-oriented—positions Pathward as easy to work with. • 4. Strong Deal Judgment Early (Pre-Qual) • Identifies risks, structure, and viability upfront to avoid late-stage fallout and wasted capacity. • 5. Accountability & Follow-Through • Sets clear expectations and consistently delivers—internally and externally. • 6. Navigates Ambiguity • Comfortable operating in gray areas and evolving processes—brings clarity and direction to deals. • 7. Cross-Functional Influence • Effectively works across UW, risk, closing, and leadership to keep deals progressing. • Bachelor's degree or equivalent education and work experience. • Typically, 3+ years with bachelor's or equivalent. • Deal Structuring & SBA Knowledge • Pipeline Management & Throughput • Problem Solving & Creativity • Exception Management • The responsibilities listed above are not all inclusive and may be changed at any time.