Job Description
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is DRIVEN?
At DRIVEN, we are changing the landscape of financial technology! Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.
Vacancy Status: This is for a current vacancy.
Compensation: $55,000-$65,000
Job Description
The Partner Coordinator at Driven will be the operational backbone for our partner network, with a special emphasis on supporting Independent Sales Organizations (ISOs). You will manage partner communications, lead qualification, and application coordination, ensuring a seamless experience for partners and their customers. This role is ideal for someone detail-oriented, proactive, and passionate about relationship management and operational excellence.
Responsibilities: What you will do
1. ISO Channel Relationship Management
Serve as the primary coordinator for ISO partners, guiding them through sign-up, bank connection, offer presentation, and documentation requirements.
Acknowledge receipt of application packages and ensure all required documents are submitted by the ISO.
Communicate with partners using provided templates to update on duplicate leads, missing documentation, or next steps.
2. Lead Management & Qualification
Monitor lead submissions from partners via email and portal; dedupe leads and verify eligibility according to established criteria.
Collaborate with partners to address unqualified leads and support behavior modification for improved lead quality.
Revive dormant leads and support repeat portfolio growth, especially within the ISO channel.
3. Application Coordination
Ensure all application packages are complete and forwarded to the appropriate internal teams for processing.
Coordinate with partners to connect customer bank accounts and facilitate offer presentation.
4. Reporting & Analytics
Prepare weekly stats presentations on lead quality, conversion rates, and pipeline health for internal stakeholders and partners.
Support weekly updates for leadership and each Sales Account Executive, providing clear insights into performance metrics and portfolio health.
5. Operational Excellence
Execute all partner communications and lead management processes with accuracy and efficiency.
Collaborate cross-functionally with sales, operations, and analytics teams to align partnership activities with organizational goals.
Qualifications: What you will bring
Demonstrated ability to coordinate operational activities, support cross-functional teams, and maintain partner relationships.
Strong written and verbal communication skills (French and English).
Excellent organizational and time management abilities; able to manage multiple priorities in a fast-paced environment.
Proficiency in CRM platforms, email, and Microsoft Suite.
Basic data analysis and reporting skills.
Comfort with presenting data and insights to stakeholders.
Collaborative mindset and ability to work across teams.
Additional Information
At Driven, you’ll be part of a team dedicated to empowering partners and supporting small business growth across Canada. As a Partner Coordinator, you’ll have the opportunity to build impactful relationships, drive operational excellence, and contribute to a company that values innovation and collaboration.
If you’re ready to help redefine how businesses access financing through meaningful partnerships, we’d love to hear from you!
Why should you join us?
We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
We care about your rewards - Competitive compensation including equity program.
We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
We care about your family - Paid parental leave for eligible employees with a top-up.
We care about your future – Generous Group RRSP matching and an optional TFSA program.
We care about your development – We offer training opportunities and tuition support year-round.
DRIVEN
Driven by Purpose is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at PeopleCultureTeam@purpose-unlimited.com. We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.
