Broker Account Manager
Core
Scale the broker channel by growing and managing a panel of commercial finance brokers to convert referrals into funded business lending deals.
Role type
Senior Broker Account Manager (Commercial Finance)
Builds
A scalable broker referral network and funded loan deals for small businesses
Domain
Fintech / Business Lending / Commercial Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
business lending experience, commercial finance broker relationships, financial statement analysis, sales growth, partnership management, industry event representation
Preferred skills
fintech background, HubSpot experience
Technologies
HubSpot
Responsibilities
Grow and manage the broker panel by onboarding new brokers and providing training; Build strong relationships with existing brokers to drive referral volume; Review broker referrals and provide indicative offers based on financial analysis; Own the portfolio end-to-end to convert referrals into funded deals; Represent the company at industry events and within broker networks
Seniority
Senior, hands-on IC