Tech Stack

Description

You will manage and grow a portfolio of existing partnerships through phone, email, and LinkedIn, turning them into scalable deal flow. You'll collaborate with the advisor team to ensure a seamless funding experience for partner-referred clients, and stay informed on lending trends to provide valuable insights.

Requirements

• 3+ years in Business Development, Sales, Relationship Management, or Account Management
• Previous experience in partnerships or managing external referral relationships strongly preferred
• Track record of building and managing client/partner portfolios with measurable results
• High-achiever mindset: competitive, coachable, and resilient
• Skilled communicator, problem solver, and trusted relationship builder

Responsibilities

• Build and strengthen relationships with existing partners via phone, email, Zoom, and LinkedIn
• Own a book of existing partners and drive engagement to ensure consistent deal flow
• Execute proven strategies for partner activation and refine own approach to scale results
• Collaborate with the advisor team to ensure seamless funding experience for referred clients
• Monitor lending trends and keep partners informed with industry insights