Accion Opportunity Fund

Account Manager

• Lead and execute the partner acquisition strategy to expand AOF’s SBA broker and referral partner network.
• Source, evaluate, and onboard new SBA brokers, ISOs, and referral partners that align with AOF’s mission and credit profile.
• Leverage existing relationships and networks in SBA, fintech, and equipment financing ecosystems to accelerate channel growth.
• Negotiate and structure partnership agreements that deliver consistent production and align with organizational goals.
• Identify emerging market opportunities and strategic segments for SBA loan origination growth.
• Serve as the primary relationship manager for key brokers and referral partners, driving performance, engagement, and retention.
• Develop onboarding and training programs to activate new partners and increase production quality.
• Build scalable partner enablement tools, co-branded materials, and communication strategies to improve submission volume and conversion.
• Manage ongoing performance reviews with partners to ensure pipeline consistency and accountability.
• Own production targets tied to SBA and small business loan originations through partner channels.
• Track and analyze partner performance, referral volume, and loan conversion metrics.
• Collaborate with internal teams—credit, operations, and analytics—to optimize partner processes and results.
• Conduct quarterly business reviews with high-performing partners to assess impact and growth opportunities.
• Partner with Marketing to develop outreach campaigns and digital engagement programs targeting SBA brokers and small business lending aggregators.
• Collaborate with Lending, Credit, and Operations teams to ensure smooth pipeline execution from referral to funding.
• Provide insights to senior leadership on channel performance and opportunities for market expansion.

Director, Lending Partnerships – Channel Growth