Manager, Partnership Performance

Lower•Austin, TX

4h•Onsite

About The Position

Lower Connect pairs Lower Loan Originators with Movoto real estate agents to create a connected customer experience and make homeownership easier and more affordable. The Manager, Partnership Performance owns a portfolio of 8 to 12 Lower Connect partnerships, helping each partnership improve real estate team performance and maintain a strong relationship between the real estate team and its Lower Loan Originator. The role monitors online lead handling, supports effective follow-up, tracks mortgage attach rates, and helps both sides serve customers as a unified team. This role is suited to someone early in a partnership or account management career who enjoys relationship building, coaching, and using data to drive action, with an opportunity to grow into a senior role. The position is based in Austin, Texas, and involves 20 to 30% travel to support partnership launches and partner engagement.

Requirements

2 to 4 years of experience in account management, customer success, relationship management, or partnership roles.
Experience managing a set of accounts or clients and helping improve performance metrics.
Exposure to coaching or supporting sales teams.
Comfort with CRM platforms, lead management systems, and reporting tools such as Looker, or the ability to learn them quickly.
Strong communication skills and the ability to connect with people ranging from top-producing team leaders to first-year loan officers.
Willingness to have difficult conversations and openness to coaching on how to conduct them effectively.
Strong organizational skills and comfort managing multiple partnerships across different markets.
A proactive, coachable mindset and strong motivation to grow.

Nice To Haves

Experience in mortgage, real estate, or real estate technology.
Experience supporting partner trainings or kickoff events.
Experience using AI tools to work more efficiently.

Responsibilities

Serve as the day-to-day Lower Connect contact for real estate team leads, agents, and loan originators across 8 to 12 partnerships.
Help plan and run kickoff events with senior team members to build excitement and early momentum.
Create a partnership plan for each account using the standard template, including goals, success metrics, and communication cadence.
Coordinate onboarding and introductory meetings for new partnerships.
Monitor online lead performance, including live-transfer answer rates, speed to lead, and follow-up.
Identify roster gaps and recommend changes based on market needs.
Identify underperformance early and work with team leadership on solutions, involving senior leadership when needed.
Coach agents on response speed, follow-up, and warm introductions to loan officers.
Build trust-based relationships with both sides of each partnership.
Run regular check-ins with loan officers and agents—weekly in early stages and biweekly once established—to review pipeline, lead flow, conversion, and customer experience.
Identify friction, communication breakdowns, and performance gaps early and raise them before they harm a partnership.
Track and report mortgage attach rate, transaction volume, conversion, and customer experience using established scorecards and reports.
Celebrate partnership wins and milestones to reinforce effective behaviors.
Coach loan originators on engaging Movoto online buyer leads, including response speed, follow-up cadence, agent communication, and using templates, scripts, Playbooks, and marketing assets.
Support partner training sessions and lead sessions on core tools and workflows.
Use Looker data to show partners where opportunities are being missed.
Connect partners facing challenges with peers who have already addressed them.
Help resolve everyday friction between loan officers and agents while protecting both relationships.
Have direct, honest conversations about performance with coaching and support from senior leadership.
Determine when to escalate issues and provide clear context when doing so.
Capture high-performing tactics and workflow improvements from partnerships.
Contribute to best-practice documentation, case studies, Playbooks, newsletter content, and scorecards.
Share partner feedback and recurring themes with Lower Connect leadership.