Account Manager

Build lasting partnerships with the lenders who help small business owners get funded. As an Account Manager on a financing marketplace team, you will be the main point of contact for banks, online lenders, specialty finance brokers, and SBA lenders, shaping how well they connect with the business owners looking for capital.

ABOUT OUR CLIENT

Our client operates a digital platform that connects small businesses with financial partners. Partners receive leads through the platform, and the account team works to make sure those leads fit each partner's needs and that the experience is transparent on both sides.

WHY YOU'LL LOVE THIS ROLE

• Own the relationships with a portfolio of partners and see the direct effect of your work on their results.
• Use your analytical skills to turn performance data into recommendations that improve lead programs.
• Do meaningful work that helps small businesses reach the right partners.
• Collaborate with operations, product, finance, and technical teams who share your focus on partner success.

WHAT YOU'LL DO

• Serve as the dedicated point of contact for a portfolio of partners, building deep, trust-based relationships with their teams.
• Own the performance of your partner accounts by tracking conversion rates, contact rates, downstream outcome rates, CPL, and CPA so partners see a strong return on their lead spend.
• Work with partners to refine targeting criteria, adjust volume levels, and fine-tune filters to improve match quality and lower acquisition costs.
• Learn each partner's technical setup, including how they receive and process leads, their internal workflows, and any system dependencies that affect campaign performance.
• Troubleshoot API and lead delivery issues with internal technical teams, acting as the primary contact for partners when integration problems arise.
• Spot underperforming accounts early, diagnose conversion issues with partners, and put changes in place that improve outcomes.
• Lead regular business reviews covering campaign performance, ROI trends, and opportunities to improve efficiency across the lead lifecycle.
• Test and implement optimizations at the program level with internal teams, from lead scoring adjustments to delivery timing and volume pacing.
• Advocate for your partners internally, coordinating with operations, product, and finance to resolve quality disputes, delivery issues, and billing questions.
• Stay current on trends affecting your partners so you can hold informed, peer-level conversations with their contacts.
• Keep accurate account records, performance notes, and activity logs in the CRM.

WHAT YOU BRING

• 2 to 4 years of experience in account management, affiliate marketing, or lead generation, ideally in a performance marketing or financial services environment.
• Strong analytical skills, with the ability to interpret performance reports and turn findings into clear, actionable guidance for partners.
• Strong presentation skills, with the ability to explain performance data, insights, and recommendations to both technical and non-technical audiences.
• Working knowledge of lead gen economics, including CPL, CPA, conversion funnels, lead quality scoring, and return on lead spend.
• Comfort speaking with sales managers and other decision makers at partner organizations about lead performance and program fit.
• Excellent organization and follow-through, with the ability to manage a portfolio of 20+ active accounts.
• A natural relationship builder who earns trust through consistency, responsiveness, and genuine investment in partner success.
• Willingness to travel approximately 5 to 10% of the time for partner meetings, industry events, and team offsites.
• Eligibility to work in the US for any employer (sponsorship is not available).

BENEFITS

• Comprehensive health, dental, and vision coverage.
• Flexible PTO and company-wide recharge days.

ABOUT CATCH TALENT

Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. Headquartered in Charleston, SC, Catch brings decades of technical recruiting expertise to local and national clients and offers a full range of flexible solutions, including direct placement hiring, recruitment process outsourcing, contract and contract-to-hire models. Learn more at catchtalent.com.

Catch Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.