Customer Success Manager, Contractor Engagement

Customer Success Manager, Contractor Engagement

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.

About the Role:

The Contractor Success Manager role will play a vital role in building our sales team in North America. The sales team is responsible for attracting new merchants and contractors to offer their customers payment options through Upgrade. As a Contractor Success Manager, you will be responsible for the overall productivity and revenue generation of an assigned portfolio of Upgrade's partners. You will be tasked with growing our merchant and contractor partners to advance their business and help them achieve their goals.

What You'll Do:

• Ensure new contractor partners are introduced to and actively leverage Upgrade's solutions at every opportunity. Working with newly signed partners in a proactive manner to ensure adoption happens rapidly
• Drive increased consumer loan volume within an assigned contractor portfolio by growing use of Upgrade's solutions with both established and underperforming merchants. Activities will include: initial merchant orientation, ongoing training of all relevant merchant personnel, quarterly/yearly business reviews and creative sales initiatives to drive growth
• Recognize trends to proactively engage in meaningful conversations with contractors to prevent merchant churn within Upgrade's program
• Supporting our contractors is our number one priority. It is crucial to provide timely support to assigned contractors to develop loyalty and ensure a great customer experience

What We Look For:

• BA/BS degree preferred or equivalent experience in similar role
• 2+ years sales and/or relationship management experience; preferably in channel sales
• Proven track record of success in a quota bearing position
• Proficiency with Salesforce.com
• Ability to identify problems and provide compelling solutions to a variety of contractors
• Ability to develop professional relationships over the telephone and email
• Availability to work outside of normal hours and interact with contractors when assistance is needed to close a deal

What We Offer You :

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

Environmental & Working Conditions

• Work is performed indoors in a fast-paced environment that requires the ability to manage multiple priorities and meet established workflows, schedules, and service expectations.
• Employees regularly input, retrieve, and exchange information accurately using digital systems and applications to support operational and customer service objectives.
• The role requires the ability to receive and exchange information with customers, peers, supervisors, and cross-functional partners through available communication channels, which may include meetings, email, phone, and digital collaboration tools, and may involve real-time, verbal, or in-person exchanges depending on business need.
• Job duties may involve managing a high volume of inbound and/or outbound customer interactions and work activities using telecommunications and computer systems. The role requires the ability to read, analyze, and interpret information displayed on computer screens and remain in a working posture for extended periods, consistent with the demands of the position.
• Work may be performed in a contact center, office, or remote environment, depending on business needs and the nature of the role. Onsite work environments may include shared workspaces, standard office lighting, and moderate background noise typical of customer service or operational settings.
• Employees working remotely are responsible for maintaining a secure and productive workspace with reliable internet connectivity that supports company systems and safeguards the confidentiality of company and customer information.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.