Broker Account Manager

Wayflyer
Charlotte
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Relationship-building","Customer empathy","Problem-solving","Adaptability","Coaching"]

Own an end-to-end portfolio of broker and customer relationships, driving upsells, renewals, and churn-critical conversations. Partner daily with external brokerages to bring funded customers into repeat subsequent deals, while maintaining strong partner relationships. Use Wayflyer dashboards and broker portal tools to coach customers and brokers, and stay fluent in customer financials and deal economics to deliver an exceptional experience through underwriting and renewals.

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FursaFursa
Wayflyer
Wayflyer
1 week ago

Broker Account Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Own an end-to-end portfolio of broker and customer relationships, driving upsells, renewals, and churn-critical conversations. Partner daily with external brokerages to bring funded customers into repeat subsequent deals, while maintaining strong partner relationships. Use Wayflyer dashboards and broker portal tools to coach customers and brokers, and stay fluent in customer financials and deal economics to deliver an exceptional experience through underwriting and renewals.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Work daily with external brokerages to turn funded customers into repeat, subsequent deals while managing direct customer relationships.
  • •Own an end-to-end customer portfolio including upsells, renewals, and churn conversations.
  • •Build and maintain strong working relationships with brokerage partners to return repeat customers for next deals.
  • •Maintain exceptional customer experience and lead with empathy during underwriting and renewals.
  • •Coach and enable customers and brokers to become product experts using Wayflyer dashboards and the broker portal.

Pay and Benefits

Perks:Health InsuranceLife Insurance401kEquityParental Leave

Key Requirements

  • •Experience in sales, account management, or broker relations with a demonstrated track record of turning relationships into revenue.
  • •Ability to understand why targets are met or missed and adjust approach accordingly.
  • •Comfort navigating the US broker market and managing relationships across multiple brokerage firms simultaneously.
  • •Strong customer and broker rapport-building skills, including proactive problem identification.
  • •Knowledge of finance and accounting is helpful.
Skills:Relationship-buildingCustomer empathyProblem-solvingAdaptabilityCoaching
Tech Stack:Wayflyer dashboardsBroker portal

Company Brief

Wayflyer
Provides revenue-based financing and analytics for e-commerce and direct-to-consumer brands, offering capital, advertising spend, and data-driven insights to support growth without equity dilution.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Series C
Headquarters: Dublin, Ireland
Founded: 2018
WebsiteLinkedIn