Uplift - San Francisco, CA

posted about 1 month ago

Full-time - Mid Level
Hybrid - San Francisco, CA
1,001-5,000 employees
Social Assistance

About the position

The Account Manager for North America Retail at Upgrade will support the Commercial Retail team by leveraging business development and partner management expertise to drive segment growth for Upgrade Flex Pay. This role emphasizes customer advocacy, collaboration with internal teams, and the ability to manage and grow relationships with merchants and partners. The Account Manager will be responsible for strategic account planning, revenue targets, and providing insights to enhance Upgrade's product offerings.

Responsibilities

  • Serve as relationship leader for merchants and partners, owning the relationships with their project leaders across their teams
  • Meet or exceed revenue, conversion and penetration targets for existing partners
  • Develop and maintain strategic account plans for key partners and merchants, lead business reviews, and recurring check-ins
  • Contribute to growth opportunity identification, qualification, and sales funnel processes
  • Build custom needs-based, consultative sales presentations
  • Leverage data visualization software to identify business trends and deliver insights to partners
  • Track progress, evaluate risks and potential problems, and communicate appropriately
  • Have an understanding of marketing best practices and ability to influence partner decisions for marketing channel allocation / placement
  • Contribute to and maintain monthly / annual forecasts for portfolio of partners
  • Focus on growing Upgrade's share of partner transactions, expanding marketing campaigns/partnerships, and ultimately increasing presence
  • Work closely with Product, Design, Data, Engineering, Legal, and other teams to ensure the overall Upgrade team is continuously improving the product offering
  • Gather, assess, and share insights on the segments of the banking and BNPL industry showing how best to position Upgrade
  • Synthesize and share industry-specific trends and recommendations
  • Manage and be the subject matter expert on partner initiatives through the entire project lifecycle, including initiation, scoping, planning, testing, launch and ongoing growth
  • Reporting to merchants and partners, documenting processes, and maintaining account records for optimal business success

Requirements

  • Bachelor's Degree in a business, marketing or related field from an accredited college or university; Master's degree a plus
  • Minimum of 10+ years of related business experience and a track record of continuous professional development
  • Experience in the retail/travel industry is strongly preferred
  • Significant expertise managing external partner relationships, including business development and growth
  • Deep focus on data analytics, synthesizing results to identify opportunities, drive initiatives and evaluate effectiveness
  • Consistent over-achiever against sales targets / KPIs
  • Proven ability to interact with and gain the trust of clients
  • Understanding of partner revenue management landscape and sales environments
  • Extremely organized with acute attention to detail, proactive, emotionally intelligent, and calm under pressure
  • Strong proficiency in project planning and the flexibility to adjust to different settings and shifting priorities
  • Experience working and excelling in a high-paced, fast-growing, and dynamic tech environment
  • Customer service-oriented towards both internal and external partners
  • Comfortable operating with a high sense of urgency, enthusiastic about working with diverse and talented teams, and driven to succeed
  • Excellent verbal & written communications skills

Benefits

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives
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