Partner Growth & Engagement Lead

Upgrade, Inc.; Atlanta (GA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Stock options

Medical, dental and vision insurance

Flexible PTO

401(k)

Growth opportunities

Parental leave

Wellness initiatives

Job summary

Upgrade, Inc. is seeking a Partner Growth & Engagement Manager to own the full lifecycle of our referral partner book, from existing partners to dormant partners targeted for re-engagement and onboarding of new partners.

The role blends administrative tasks with targeted outreach, goal setting, and cross-functional coordination of partner-facing marketing. You will work to maintain and expand partner relationships, drive funded loan volume, and collaborate with Marketing and Sales teams.

Qualifications

• 2–5+ years in partner/account management or related roles.
• Strong verbal and written communication.
• Experience with CRM/database tools and reporting.
• Organized, detail-oriented; able to manage a full partner book.
• Ability to coordinate across Marketing, Sales, and Ops.
• Willingness to travel including overnight trips (≈10%).

Responsibilities

• Serve as primary contact for referral partners and handle day-to-day admin requests.
• Maintain CRM with partner data, activity status, and referrals history.
• Coordinate onboarding, re-engagement, and new partner rollout initiatives.
• Set and track funded loan volume goals for partners.
• Coordinate marketing initiatives with Marketing Acquisition and Product teams.
• Travel to visit partners and represent the organization at events as needed.

Skills

Partner management

Account management

CRM tools

Customer service

Cross-functional collaboration

Travel

Tools

CRM software

Job description

Upgrade, Inc. is seeking a Partner Growth & Engagement Manager to own the full lifecycle of our referral partner book, from existing partners to dormant partners targeted for re-engagement and onboarding of new partners.

The role blends administrative tasks with targeted outreach, goal setting, and cross-functional coordination of partner-facing marketing. You will work to maintain and expand partner relationships, drive funded loan volume, and collaborate with Marketing and Sales teams.