Partner Growth & Engagement Manager

📋 Description

• Serve as the primary point of contact for existing referral partners, answering questions
• Maintain and update the referral partner database/CRM (contact info, activity status, referral
• Process administrative tasks tied to partner accounts (paperwork, agreement renewals, updates)
• Assist with general customer service inquiries as needed
• Monitor partner activity levels and flag dormant/inactive partners for re-engagement outreach
• Set individual reactivation goals for each dormant partner (in coordination with the VP of

🎯 Requirements

• 2–5+ years in partner/account management, customer service, training, or loan origination support
• Strong verbal and written communication skills — this is a relationship-facing role
• Comfortable with CRM/database tools and basic reporting
• Organized and detail-oriented; able to manage a full partner book (existing, reactivated, and new)
• Comfortable coordinating across departments (marketing, sales/ops) to execute partner initiatives
• Willingness and ability to travel, including occasional overnight trips (10% of the time)

🎁 Benefits

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