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Account Manager, Partnerships

1 week, 6 days ago
Canada
Full-time
Mid Level
Account Manager
Customer and Technical Support
CRM HubSpot
Apply Now
Perch

Perch

Perch is a digital mortgage broker that simplifies the mortgage process for Canadians, offering personalized insights and tools to help them make informed decisions about real estate. With Perch, users can compare mortgage rates, get pre-approved onlin...

Banks
11-50
Founded 2018
$8M raised
View All Jobs 12

Description

  • Own the day-to-day relationship with enterprise partners after leadership handoff.
  • Drive referral activation by moving agents from awareness to active referral behavior through education, tools, and regular touchpoints.
  • Build and execute account plans for each partner, including referral targets and KPIs.
  • Organize educational events, campaigns, and other initiatives to keep Perch top of mind within partner organizations.
  • Identify and develop champion agents who refer consistently and influence their peers.
  • Track and report on referral activity, pipeline conversion, and co-marketing ROI across the account portfolio.
  • Collaborate with mortgage agents and customer support to ensure a smooth client handoff experience that drives repeat referrals.
  • Surface product gaps, service issues, and competitive insights from the field to leadership and product teams.
  • Act as a connector between partnership accounts and the product/engineering team.
  • Maintain disciplined daily outreach across calling, email, LinkedIn, and in-person partner events.

Requirements

  • 2–5 years of experience 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 communication skills with the ability to present confidently to groups ranging from 5 people to 500.
  • Strong organizational and analytical skills, with experience managing accounts in a CRM and reporting results clearly.
  • Self-directed and proactive, with comfort operating in a fast-moving startup environment.
  • Ability to adapt quickly as strategy evolves.
  • Familiarity with how Canadian real estate brokerages and agent teams operate is a plus.
  • Background in fintech or proptech partnerships is a plus.
  • CRM proficiency, such as HubSpot or Intercom, is a plus.

Benefits

  • Fully remote work with flexible hours.
  • Opportunity to be one of the first members of a new team and help shape it.
  • Mentorship from Senior Product Experts and Industry Leaders.
  • Mission-driven work helping Canadians navigate major financial decisions.
  • Base salary of $80,000–$90,000.
  • Bonus/OTE opportunity of 0% to 50%.

Interested in this position?

Apply directly on the company website

Apply Now

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