Upgrade, Inc. · 2 weeks ago
Customer Success Manager, Contractor Engagement
Upgrade is a financial technology company focused on improving customers' financial well-being through affordable financial products. The Contractor Success Manager will be responsible for driving productivity and revenue generation within an assigned portfolio of partners, ensuring they effectively leverage Upgrade's solutions to achieve their goals.
BankingCreditFinancial ServicesFinTechMobile
Responsibilities
Ensure new contractor partners are introduced to and actively leverage Upgrade's solutions at every opportunity
Drive increased consumer loan volume within an assigned contractor portfolio by growing use of Upgrade's solutions with both established and underperforming merchants. Activities will include: initial merchant orientation, ongoing training of all relevant merchant personnel, quarterly/yearly business reviews and creative sales initiatives to drive growth
Recognize trends to proactively engage in meaningful conversations with contractors to prevent merchant churn within Upgrade's program
Supporting our contractors is our number one priority. It is crucial to provide timely support to assigned contractors to develop loyalty and ensure a great customer experience
Qualification
Required
BA/BS degree preferred or equivalent experience in similar role
2+ years sales and/or relationship management experience; preferably in channel sales
Proven track record of success in a quota bearing position
Proficiency with Salesforce.com
Ability to identify problems and provide compelling solutions to a variety of contractors
Ability to develop professional relationships over the telephone and email
Availability to work outside of normal hours and interact with contractors when assistance is needed to close a deal
Benefits
100% paid coverage of medical, dental and vision insurance
Competitive 401(k) program
Flexible PTO
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives
Company
Upgrade, Inc.
Upgrade helps customers move in the right direction with affordable and responsible financial products.
H1B Sponsorship
Upgrade, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (34)
2023 (31)
2022 (25)
2021 (22)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$752MKey Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M
Recent News
Daily Star Egypt
2025-12-04
2025-12-03
2025-10-31
Company data provided by crunchbase