Partner & Engagement Manager

Partner Growth & Engagement Manager

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we've helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We're backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We're consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World's Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America's Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We're looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

Upgrade Home Improvement is hiring a Partner Growth & Engagement Manager to own the full lifecycle of our referral partner book, from existing partners to dormant partners targeted for re-engagement to new partners being onboarded. The role blends administrative and customer service support with targeted reactivation outreach, new partner rollout and goal setting, and cross-functional coordination of partner-facing marketing.

• Serve as the primary point of contact for existing referral partners, answering questions, resolving issues, and handling day-to-day administrative requests
• Maintain and update the referral partner database/CRM (contact info, activity status, referral history, agreements on file)
• Process administrative tasks tied to partner accounts (paperwork, agreement renewals, updates)
• Assist with general customer service inquiries as needed

• Monitor partner activity levels and flag dormant/inactive partners for re-engagement outreach
• Set individual reactivation goals for each dormant partner (in coordination with the VP of Partnerships)
• Conduct outbound re-engagement campaigns (calls, emails, in-person visits) to reactivate lapsed referral partners
• Track progress of reactivated partners against their goals

• Lead onboarding and rollout for new referral partners joining the book
• Set and track funded loan volume goals for newly onboarded partners, consistent with the approach used for reactivated partners

• Organize and coordinate marketing initiatives for each partner in the assigned book
• Partner with the Marketing Acquisition team to align partner-facing campaigns and lead-generation efforts
• Partner with the Marketing Product team to ensure partners have current collateral, messaging, and product materials

• Travel to visit referral partners in person and represent the organization at industry events and trade shows, including overnight travel as needed

• Track and report on funded loan volume, conversion rates, and partner activity trends across the full book
• Coordinate with sales/operations to ensure referred leads are properly logged and routed

• 2–5+ years in partner/account management, customer service, training, or loan origination support, given the funded-loan-volume comp structure, familiarity with lending/origination workflows is a strong plus
• Strong verbal and written communication skills — this is a relationship-facing role
• Comfortable with CRM/database tools and basic reporting
• Organized and detail-oriented; able to manage a full partner book (existing, reactivated, and new) independently
• Comfortable coordinating across departments (marketing, sales/ops) to execute partner initiatives
• Willingness and ability to travel, including occasional overnight trips (10% of the time)

What We Offer You

• Competitive salary and stock option plan
• Medical, dental and vision insurance with employer paid options
• Flexible PTO
• Competitive 401(k)
• Opportunities for professional growth and development
• Paid parental leave
• Heal…