Perch | Mortgages, simplified

Account Manager

• Reporting to the Director of Sales & Partnerships, you'll 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. The high-producers who refer consistently and influence their peers.
• 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. You will act as the connector between our product/engineering team.
• You'll 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.

Account Manager – Partnerships