Broker Account Manager

WayflyerCharlotte, NC
Hybrid

About The Position

Wayflyer is a capital provider for small businesses, offering fast and accessible financing solutions. Our technology assesses businesses in minutes, provides financing offers based on growth potential, and disburses funds quickly. We have deployed over $6 billion to thousands of businesses globally, supported by major banks like J.P. Morgan. We are a global company with offices in Dublin, London, New York, Charlotte, Berlin, and Sydney, fostering collaboration among ambitious colleagues.

Requirements

  • Experience in sales, account management, or broker relations.
  • Ability to understand sales performance drivers and adapt strategies.
  • Proactive in identifying and addressing customer needs.
  • Comfort with ambiguity.
  • Ability to build rapport quickly with brokers and customers.
  • Comfort navigating the US broker market.
  • Ability to manage relationships across multiple brokerage firms simultaneously.

Nice To Haves

  • Knowledge of finance and accounting.

Responsibilities

  • Work daily with external brokerages to turn funded customers into repeat, subsequent deals.
  • Manage the direct customer relationship in parallel with broker relationships.
  • Own a portfolio of existing customers end to end, including upsells, renewals, and managing churn.
  • Build and maintain strong working relationships with brokerage partners, understanding their business and acting as their go-to contact at Wayflyer.
  • Work with brokers to bring repeat customers back for their next deal.
  • Maintain an exceptional customer experience, leading with empathy and prioritizing customer needs during financial underwriting and renewals.
  • Become fluent in each customer's financial numbers (cash flow, sales cycles, marketing spend, underwriting outcomes) to provide informed recommendations.
  • Become fluent in Wayflyer's buy and sell rates to discuss deal economics credibly with brokers.
  • Coach and enable customers and brokers to become product experts using Wayflyer dashboards and the broker portal.
  • Maintain a high bar for customer satisfaction.

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
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