Partner Growth & Engagement Manager

Upgrade•Atlanta, GA

1d•Hybrid

About The Position

Upgrade Home Improvement is hiring 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 to new partners being onboarded. The role blends administrative and customer service support with targeted reactivation outreach, new partner rollout and goal setting, and cross-functional coordination of partner-facing marketing.

Requirements

2–5+ years in partner/account management, customer service, training, or loan origination support
Familiarity with lending/origination workflows is a strong plus
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) independently
Comfortable coordinating across departments (marketing, sales/ops) to execute partner initiatives
Willingness and ability to travel, including occasional overnight trips (10% of the time)
English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.

Responsibilities

Serve as the primary point of contact for existing referral partners, answering questions, resolving issues, and handling day-to-day administrative requests
Maintain and update the referral partner database/CRM (contact info, activity status, referral history, agreements on file)
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 Partnerships)
Conduct outbound re-engagement campaigns (calls, emails, in-person visits) to reactivate lapsed referral partners
Track progress of reactivated partners against their goals
Lead onboarding and rollout for new referral partners joining the book
Set and track funded loan volume goals for newly onboarded partners, consistent with the approach used for reactivated partners
Organize and coordinate marketing initiatives for each partner in the assigned book
Partner with the Marketing Acquisition team to align partner-facing campaigns and lead-generation efforts
Partner with the Marketing Product team to ensure partners have current collateral, messaging, and product materials
Travel to visit referral partners in person and represent the organization at industry events and trade shows, including overnight travel as needed
Track and report on funded loan volume, conversion rates, and partner activity trends across the full book
Coordinate with sales/operations to ensure referred leads are properly logged and routed