Account Manager – Partnerships

🕒 May 7

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Perch | Mortgages, simplified

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 B2C

💸 Finance

🏠 Real Estate

💰 Series A on 2022-10

B2C • Finance • Real Estate

Perch is a Canadian company that simplifies the mortgage process and assists homebuyers and homeowners in finding and managing their mortgages. Through its comprehensive platform, Perch offers tools such as mortgage calculators and personalized mortgage offers, making it easy to compare rates and negotiate with lenders. The company helps a variety of clients, including first-time buyers, landlords, and newcomers to Canada, by providing insights on mortgage approvals and renewals, refinancing options, and debt consolidation. Customers can pre-approve their mortgages online quickly, access financial insights, and benefit from advice by mortgage advisors available seven days a week. Perch operates across all provinces and territories in Canada, offering a hassle-free, transparent, and efficient mortgage experience.

📋 Description

• 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.

🎯 Requirements

• 2–5 years 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 communicator with the ability to present confidently to a team of 5 or a brokerage of 500. • Organized and data-driven. Manage your accounts with a CRM, track activity and report results clearly. • Self-directed and proactive. • Comfortable operating in a fast-moving startup environment where strategy evolves and you're expected to adapt quickly. • Nice to Have • Familiarity with how Canadian real estate brokerages and agent teams operate. • Background in fintech or proptech partnerships. • CRM proficiency (ex: HubSpot, Intercom)

🏖️ Benefits

• Fully remote, flexible hours. • You'd be one of the first members of a new team, with real influence over how it takes shape. • Mentorship from Senior Product Experts and Industry Leaders who are invested in your growth. • The work matters: you're helping Canadians navigate one of the biggest financial decisions of their lives.