Broker Account Manager

Overview

This role supports rapid growth through the broker channel. You will scale and manage a panel of commercial finance brokers, build referral relationships that convert into funded deals, and review business financials to provide sense checks and indicative offers.

Responsibilities

• Grow and manage a broker panel by bringing on new brokers and training them to accurately understand and sell the organization’s products
• Build and maintain strong relationships with existing brokers so they prioritize referrals
• Review referrals by analyzing business financials at a working level to identify what matters and provide sense checks and indicative offers
• Own the portfolio end to end by converting referral volume into funded deals
• Represent the organization at industry events and within broker networks, building awareness and credibility

Requirements

• At least 2 years in business lending, ideally in fintech
• At least 2 years working directly with commercial finance brokers, with an established network
• At least 1 year analyzing business financials at a working level

Preferred Qualifications

• HubSpot experience is a bonus
• Consideration may be given to exceptional candidates from adjacent areas of business finance who do not meet every requirement

Compensation & Benefits

• 25 days off, plus public holidays
• Private healthcare
• Life insurance
• 401k
• Equity
• Generous parental leave for primary and secondary caregivers
• 60 days a year to work abroad from wherever you want

Location

• United States — remote