Partner Support Specialist

Irvine, CA

***This position is full-time on-site out of Irvine, CA***

About ConsumerDirect:

ConsumerDirect® is paving the future with our people-first-financial platform. Our products,®,®, and HOGO provide impactful solutions in the consumer credit and data privacy space. We’re the first and only company to combine credit, online privacy, money management, and identity protection all in one place, empowering everyday people to take ownership of their financial world! #Fintech

Position Overview:

The Partner Support Specialist is the primary owner of the Partner relationship. You will work with our Sales and Marketing teams to ensure our Partners are set up and that their needs are met to successfully achieve their business goals. Typical responsibilities of this role include, setting up Partner accounts, addressing inquiries (customer support), and conducting virtual onboardings.

Position Overview:

  • Coordinate Partner on-boarding processes
  • Creating unique weblinks for each new partner onboarded
  • Schedule initial onboarding call and preparing all materials for training sessions
  • Provide tech support 1 for all existing partners over the phone and through Teams Meet
  • Cultivate Partner relationships by providing outstanding customer service
  • Generate and send reports as requested by partners
  • Maintain constant communication with Partners through various channels such as telephone, email, and social media


  • Tech savvy – able to give over the phone tech support (Level 1)
  • At least 2 years of customer service experience or account management
  • Able to problem solve with little to no direction using critical thinking skills
  • Proficient management of the internal CRM
  • Fluent using Microsoft Outlook, HubSpot, Slack and Excel
  • Ability to work independently and collaboratively in a cross-functional team
  • Flexible to jump from project to project, keeping tabs of most duties
  • Business travel as needed, potentially 1-2 times per year


  • 9 Paid holidays
  • 401K Retirement Savings Plan
  • Open time off policy (AKA unlimited vacation time)
  • Over $10K contributed annually towards medical/dental/vision plans
  • $1500 annually contributed towards learning and development
  • Daily catered lunches, coffee, and snack bar
  • Opportunity to be a part of a great corporate culture - on OC's best places to work list!

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“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences. That includes you too, nerds!”