Uncapped

Account Manager

• Build and work the pipeline of new brokers, affiliates, agencies and platforms
• Source lists in Clay, run sequences through Instantly and HeyReach, take meetings, agree terms, and get partners live in PartnerStack
• Own the path from signed agreement to first submission to first funded deal
• Manage top partners through regular contact, feedback, quarterly reviews, co-marketing and early product access
• Build an always-on long-tail partner program using segmented Customer.io journeys, newsletters, product and rate updates, reactivation campaigns and self-serve partner-portal materials
• Own partner-submitted deal outcomes, chase stalled deals, unblock underwriting issues, ensure partner follow-up and fix routing
• Close the loop with partners on declines and losses
• Run commission payouts, maintain accurate attribution, evaluate partner economics and recommend rate changes
• Own weekly channel reporting and forecasting for applications, approvals, funded deals and originations

Partnerships Account Manager