IB & Partner Support
Specialists.
Offshore 24/7 helps forex brokerages, fintech platforms, and financial services firms build reliable offshore teams across partner onboarding, commission tracking, and relationship management — without the overhead and hiring delays of scaling locally.
From managing Introducing Broker (IB) accounts in Salesforce and PartnerStack to resolving MT4/MT5 commission queries, our dedicated Support Specialists ensure your partner network remains engaged, compliant, and highly productive.
Trusted by Growing Businesses Worldwide
Growing your partner network requires flawless operational support
Essential IB & Partner Support Specialist Skills
Introducing Brokers (IBs) and affiliates are critical growth engines for forex brokerages. However, internal account managers often get bogged down resolving commission discrepancies, chasing compliance documents for onboarding, and answering administrative queries, leaving them little time to focus on strategic partner growth.
Offshore 24/7 provides experienced IB & Partner Support Specialists who integrate directly into your CRM and trading platforms. They handle daily partner inquiries, track complex commission structures, and ensure smooth operational workflows to keep your partners loyal, active, and driving volume.
Education & Training
- ✓ Bachelor's degree in Business, Finance, Marketing, or a related discipline is preferred.
- ✓ Strong written and verbal English communication for professional partner engagement.
- ✓ Excellent relationship management, organisational, and problem-solving skills.
- ✓ Knowledge of partner programmes, forex brokerage operations, and customer service principles.
Ideal Experience
- ✓ 2 to 5 years in partner support, account management, customer success, or financial services.
- ✓ Proven experience supporting Introducing Brokers (IBs), affiliates, or channel partners.
- ✓ Familiarity with CRM platforms, trading systems, and complex commission calculation processes.
- ✓ Experience working within a forex brokerage, fintech, or regulated financial services environment.
Core Technical Skills
- ✓ Seamless partner onboarding, compliance checks, and account administration.
- ✓ Accurate commission tracking, rebate calculations, and operational support.
- ✓ Rigorous CRM data management and proactive partner relationship coordination.
- ✓ Effective cross-functional collaboration with finance, compliance, and internal operations teams.
Performance Metrics & Outcomes
- Business Outcome: Deliver reliable, high-quality partner support that strengthens broker relationships and drives sustainable partner network growth.
- Operational KPIs: Partner onboarding time, response time, issue resolution time, commission payout accuracy, partner satisfaction scores, and strict SLA compliance.
- Operational Excellence: Maintain efficient partner operations that continuously improve service quality, operational accuracy, and long-term partner success.
Our specialists work directly inside your CRM and partner portals — operating as a highly responsive, dedicated extension of your partnerships team to keep your IBs happy and productive.
Tech Stack & Platforms
Key Tools & Platforms
Our IB & Partner Support Specialists bring deep experience across the core CRMs, trading systems, and partner tracking platforms used in the forex industry.
Customer Relationship Management (CRM)
Logging partner interactions, tracking support tickets, and managing partner pipelines using Salesforce, HubSpot, and Zendesk.
Partner Management Platforms
Onboarding affiliates, generating tracking links, and overseeing affiliate programs via Impact, PartnerStack, and Everflow.
Trading Platforms
Navigating back-office broker environments to verify trades and commission structures using MetaTrader 4 (MT4), MetaTrader 5 (MT5), and cTrader.
Reporting & Analytics
Analyzing partner performance metrics and reconciling commission payouts using advanced Microsoft Excel, Power BI, and SQL.
Commission & Payment Operations
Assisting finance teams with verifying rebate structures, calculating CPA/CPL models, and ensuring timely partner payouts.
Collaboration & Workflow
Facilitating rapid communication between IBs, compliance, and finance teams via Microsoft Teams, Slack, and Microsoft 365.
Engagement Process
From brief to partner support in days
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Your Brief
Tell us your trading platforms (e.g., MT4/MT5), CRM software, partner commission models, and the volume of partner queries you manage daily.
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Receive Shortlist
We shortlist 2–3 pre-vetted Partner Support Specialists matched to your software stack, financial services background, and support workflow within 48 hours.
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Interview & Assess
Meet candidates, evaluate their logical approach to commission discrepancies, understanding of IB structures, and professional English communication.
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Onboard & Go Live
We handle contracts, HR, payroll, and secure systems access so your new specialist can log into your CRM and start supporting partners immediately.
Answers
Frequently Asked Questions About Hiring Partner Support Specialists
How fast can I hire an offshore IB & Partner Support Specialist?
Most clients receive a shortlist of pre-vetted partner support candidates within 48 hours, with onboarding and secure system access completed shortly after.
What level of experience do your candidates possess?
Our candidates typically bring 2 to 5 years of experience in broker operations, customer success, or partner support within the forex, fintech, or broader financial services sectors.
Will the specialist work inside our existing trading and CRM systems?
Yes. Your offshore specialist operates directly within your secure environment, including back-office systems like MT4/MT5, Salesforce, Zendesk, and PartnerStack.
How do you assess candidates before shortlisting them?
Candidates are rigorously evaluated on their understanding of IB/affiliate structures, mathematical logic for commission tracking, CRM proficiency, MT4/MT5 knowledge, and articulate English communication.
Can they handle complex commission queries and rebate tracking?
Yes. Resolving commission discrepancies, calculating rebates based on trading volume, and tracking multi-tier IB payments are core responsibilities of this role.
How do offshore specialists communicate with our internal finance and sales teams?
They collaborate seamlessly in real time with your Finance, Compliance, and Partner Sales teams using enterprise tools like Microsoft Teams, Slack, Outlook, and Zoom.
How do you protect sensitive partner data and trading information?
All staff sign strict NDAs and operate under rigid institutional security protocols, including secure VPNs, endpoint management, multi-factor authentication, and strict access controls tailored to financial services.
What happens if the specialist is not the right fit?
If there is a mismatch in workflow fit, technical understanding, or communication capability, we provide a no-fault replacement guarantee within 72 hours at no additional cost.
Transparent Pricing
All-inclusive rates. Partner support without hiring complexity.
One predictable monthly rate covers compensation, payroll, HR, equipment, account management, and operational support infrastructure. No recruitment fees. No hidden setup costs.
