- Own the day-to-day relationship with enterprise partners post-handoff from leadership
- Drive referral activation - move agents from "aware" to "actively referring" through education, tools, and consistent touch points
- Build and execute account plans for each partner, with clear referral volume targets and KPIs
- Organize educational events, run campaigns, and find creative ways to keep Perch top of mind inside partner organizations
- Identify and develop champion agents within each partner
- Track and report on referral activity, pipeline conversion, and co-marketing ROI across your account portfolio
- Collaborate closely with our mortgage agents and customer support to ensure a seamless client handoff experience that earns repeat referrals
- Surface insights from the field, including product gaps, service issues, competitive intel back to leadership and product teams to help ensure performance
- Maintain disciplined daily activity across calling, email, LinkedIn with the opportunity to attend key partner events, team meetings, and industry functions to deepen relationships in person
Presentation skillsAccount ManagementRelationship management+2 more