Account Manager, Partnerships
P
PerchMortgage, real estate
Workable remote: True Workable locations: CanadaFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 2–5 years
- Required Skills
- Presentation skillsAccount ManagementRelationship managementCRMHubSpot
Requirements
- 2–5 years in account management, partnership success, or B2B relationship management, ideally in mortgage, real estate, proptech, or financial services
- Proven track record of growing revenue or referral volume within an existing account portfolio
- Exceptional communicator with the ability to present confidently to a team of 5 or a brokerage of 500
- Organized and data-driven
- Self-directed and proactive
- Comfortable operating in a fast-moving startup environment where strategy evolves and you're expected to adapt quickly
- Familiarity with how Canadian real estate brokerages and agent teams operate
- Background in fintech or proptech partnerships
- CRM proficiency (ex: HubSpot, Intercom)
Responsibilities
- 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
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