Upgrade, Inc.

Growth Marketing

• Own and execute the Agent Program strategy, engaging Travel Advisors and Agencies through targeted marketing, incentive programs, and awareness campaigns
• Define and track key performance metrics across all Agent Program initiatives — including marketing campaigns, webinars, conferences, incentives, and trainings — and leverage data to continuously optimize program effectiveness
• Build and deepen relationships with top Agency Partners by expanding current program value, identifying growth opportunities, and pitching new Flex Pay solutions
• Own and actively manage business development pipeline for new Agency Partners and expansion opportunities within the existing portfolio
• Develop growth strategy with Agency Partners via multi-channel approach and tapping into partners’ technology offerings
• Define and continuously improve internal processes supporting account registration, maintenance, and performance reporting
• Identify actionable insights from data and agent feedback, and translate them into strategic recommendations and operational best practices
• Develop, maintain, and iterate on agent training materials and programs to improve engagement, product knowledge, and program adoption
• Partner with internal Product team to streamline Agent Product Solutions with a focus on user experience and operational efficiency
• Collaborate with Marketing, Compliance, and Legal teams on campaign development, ensuring all deliverables meet partner specifications and timelines
• Serve as a key internal communicator, ensuring agent program targets and milestones are aligned with broader business goals
• Partner with Flex Pay Commercial teams to ensure up-to-date knowledge of Agent solutions for the broader partner portfolio
• Support other Commercial teams as needed on training
• Work closely with Customer Service to enhance operational processes and enable effective agent support
• Partner with Fraud Operations to monitor program activity and proactively mitigate risk
• Lead, develop, and retain the agent program team by setting clear goals, establishing accountability frameworks, and delivering consistent performance feedback
• Build and execute individualized development plans for each team member, identifying skill gaps and creating targeted opportunities for growth
• Foster an inclusive, collaborative, and results-oriented team culture that drives engagement and retention
• Set clear team priorities and manage workload distribution, ensuring resources are allocated effectively across concurrent initiatives
• Serve as an escalation point for team members on complex partner issues, providing coaching and guidance to build problem-solving capability

Director, Agent Growth and Strategy

Data Analyst

• Conduct advanced data analysis, mining, and trend identification to surface meaningful business insights.
• Develop and maintain KPIs, performance management frameworks, and data quality standards.
• Perform root cause analysis, statistical hypothesis testing, and predictive and prescriptive analytics.
• Own data governance and quality assessment practices.
• Write and optimize complex SQL queries using CTEs, window functions, joins, and stored procedures.
• Design and maintain data models, ETL/ELT pipelines, and data warehouse structures.
• Perform data validation, reconciliation, and transformation to ensure analytical accuracy.
• Measure and continuously improve forecast accuracy using trend analysis, seasonality analysis, and statistical methodologies.
• Develop scenario models to support strategic decisions.
• Design executive dashboards, scorecards, and interactive reports that tell a clear story.
• Own QBR preparation and deliver findings directly to senior leadership, including the executive team. You will translate analytical work into business narratives that influence real decisions at the company level.
• Build automated reporting solutions that scale across the organization.
• Partner with stakeholders to gather requirements, document processes, and align on priorities.
• Present technical analysis to C-suite leaders as business narratives and strategic recommendations.
• Facilitate meetings, lead cross-functional collaboration, and support change management initiatives.

Senior Business & Data Analyst

• Analyze data to identify trends, patterns, and anomalies.
• Support root cause analysis and performance investigations.
• Assist in KPI tracking, data quality checks, and governance processes.
• Build and maintain business intelligence reports and apply statistical analysis fundamentals.
• Write and maintain SQL queries using joins, CTEs, and window functions.
• Help enhance and maintain scenario models under guidance. Track and report on forecast accuracy.
• Build and maintain dashboards and standard reports.

Junior Business & Data Analyst

Manager

• Develop and maintain relationships with new and existing dealer partners
• Act as a trusted advisor to dealership owners, GMs, and F&I managers
• Conduct regular in-person dealership visits based on a structured drive schedule
• Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty
• Identify, onboard, and activate new dealer partners
• Drive dealer sign-ups and first deals (“activation”)
• Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production
• Execute onboarding training to ensure dealers understand programs and systems
• Achieve monthly funding and application volume goals
• Increase contracts per active dealer and overall territory production
• Focus on growing volume in Tier 3–5 segments while maintaining quality
• Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month)
• Partner closely with underwriting/credit teams to structure deals effectively
• Educate dealers on program guidelines, stips, and deal packaging
• Improve pull-through by coaching dealers on submitting clean, fundable deals
• Monitor dealer portfolio performance (delinquency, charge-offs, profitability)
• Manage dealer mix to align with company risk appetite and profitability goals
• Shift focus toward preferred collateral and higher-performing dealers
• Ensure adherence to compliance, credit policies, and documentation standards
• Conduct ongoing product and process training with dealership staff
• Educate dealers on value-added products
• Provide market insights and best practices to improve dealer success
• Maintain a disciplined weekly drive schedule maximizing in-person dealer time
• Track and manage activity through CRM (e.g., Salesforce)
• Analyze territory performance and adjust strategy based on data
• Participate in team calls, sales meetings, and performance reviews

Dealer Development Manager

Account Manager

• Manage day-to-day relationships with strategic retail and e-commerce merchant partners
• Support merchant onboarding, implementation, and ongoing account growth initiatives
• Partner cross-functionally with Integrations, Product, Operations, and Marketing teams to improve merchant performance and support problem resolution
• Monitor account health, conduct performance reviews and QBRs, and identify opportunities to drive merchant expansion and engagement
• Coordinate promotional campaigns, launches, and operational updates with partners
• Learn the Flex Pay product suite quickly and become comfortable explaining technical concepts to non-technical stakeholders
• Track account activity and maintain organized reporting within CRM
• Bring a collaborative, proactive, and positive approach to supporting both merchants and internal teams

Director, Agent Growth and Strategy

Senior Business & Data Analyst

Junior Business & Data Analyst

Dealer Development Manager

Account Manager, Flex Pay