{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4632941005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4406226005,"location":{"name":"Atlanta"},"metadata":null,"id":4632941005,"updated_at":"2026-05-27T11:30:14-04:00","requisition_id":"JR101796","title":"Account Executive, Home Improvement","company_name":"Upgrade","first_published":"2026-02-24T10:18:54-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We are looking for an Account Executive to join and help build our sales team in North America. The sales team is responsible for attracting new merchants and contractors to offer their customers payment options through Upgrade. What’s unique about this role is that you’ll be joining our team at the ground floor. If you’ve ever dreamed of working at an early stage start-up, this role will allow you to contribute well beyond the scope of a normal AE role, and to have a hands-on opportunity to help create a business from the ground floor. You’ll be able to do all of this under the umbrella of an established Bay-Area FinTech without the risks that most early stage start-ups face.\u0026amp;nbsp; Our future leaders will likely come from this initial group of entrepreneurial sellers, so come join us and help build something great in Atlanta.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Have a desire to not only sell, but to shape go-to-market offerings and sales processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Own the entire end to end sales cycle from create to close\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Maintain a robust sales pipeline within target accounts and track in Salesforce\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Develop key relationships with your clients at the C Suite level and cultivate lasting relationships with customers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Refine and deliver sales presentations to customers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Consistently overachieve targets through a customer-obsessed approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Engage in and champion the proper culture and processes for a motivated, balanced, and highly efficient team capable of scaling up at later stages of organizational maturity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Clearly articulate and demonstrate our value proposition, creating excitement and enthusiasm among prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Regularly iterate messaging that will scale our outbound prospecting engine\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Partner with the Sales and Customer Success leadership teams to develop account-based sales strategies to uncover value for all go-to-market department leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Drive activity using multiple channels and resources inside and outside the organization. Prospect and generate relationships with new customers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Adopt and execute high-velocity selling methodologies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Have a passion for driving customer adoption and satisfaction\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Minimum of 5+ years of experience in SaaS or Channel full sales cycles or highly relatable functions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Interest in not just performing the AE role but in helping shape a new offering’s go-to-market\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Willing to travel up to 25% of time\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience in developing trusted relationships with new customers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Effective presentation and communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Self-driven and track record in exceeding goals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong collaborator with cross-functional teams to succeed in managing projects and deal cycles of all sizes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Adaptability - you understand that change is constant, and you embrace it. You’re agile and resilient. You move quickly and encourage continued improvement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong work ethic and competitive mindset. You always want to be at the top of the leaderboard\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4110860005,"name":"Merchant Relations \u0026 Development ","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4704857005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4440225005,"location":{"name":"United States (Remote)"},"metadata":null,"id":4704857005,"updated_at":"2026-06-16T12:48:30-04:00","requisition_id":"JR101956","title":"Account Manager, Flex Pay","company_name":"Upgrade","first_published":"2026-06-10T17:38:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Flex Pay by Upgrade is a fast-growing Buy Now, Pay Later (BNPL) solution helping retailers drive conversion, increase average order value, and create seamless financing experiences for consumers. We partner with leading retail and e-commerce brands to deliver flexible payment solutions that support growth for both merchants and shoppers. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We’re looking for an experienced Account Manager to join our Retail team and help support and grow relationships with our merchant partners. This role is ideal for someone with strong expertise in partnerships, customer success, or similar client-facing roles who is looking to continue growing their career in fintech, and e-commerce.\u0026amp;nbsp; \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;This role will work closely with the Retail team, Integrations, Operations, and Marketing to ensure our merchants are successful and growing with Flex Pay.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Manage day-to-day relationships with strategic retail and e-commerce merchant partners\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Support merchant onboarding, implementation, and ongoing account growth initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Partner cross-functionally with Integrations, Product, Operations, and Marketing teams to improve merchant performance and support problem resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Monitor account health, conduct performance reviews and QBRs, and identify opportunities to drive merchant expansion and engagement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Coordinate promotional campaigns, launches, and operational updates with partners\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Learn the Flex Pay product suite quickly and become comfortable explaining technical concepts to non-technical stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Track account activity and maintain organized reporting within CRM\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Bring a collaborative, proactive, and positive approach to supporting both merchants and internal teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;8-10 years of experience in account management, partnerships, customer success, client solutions, or an adjacent role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience managing relationships with C-Suite stakeholders within mid-market or enterprise-level accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience working with e-commerce platforms and digital retail ecosystems of various sizes and complexity\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong communication and relationship-building skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience using AI tools in day-to-day work to improve productivity and communication\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Comfortable working cross-functionally with both business and technical teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Tech savvy with the ability to collaborate effectively with implementation teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Fast learner who can adapt quickly in a high-growth environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Organized, proactive, and solutions-oriented\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Positive attitude and strong team-player mentality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Nice to Have\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;MBA or relevant advanced degree in business, strategy, or related field preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience working with payment platforms, fintech, BNPL, or SaaS products\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience working in fast-paced startup or high-growth company environments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why Flex Pay by Upgrade?\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Opportunity to grow within a rapidly expanding fintech company\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Exposure to leading retail and e-commerce brands\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Collaborative, entrepreneurial team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to make a meaningful impact and grow your career alongside the business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;The compensation range of this position is a base salary of USD $140,000 - $160,000 annually, plus equity and benefits. Within this range, an individual\u0026#39;s base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Remote\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4704721005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4440160005,"location":{"name":"Orange County"},"metadata":null,"id":4704721005,"updated_at":"2026-06-11T16:10:33-04:00","requisition_id":"JR101955","title":"Credit Analyst","company_name":"Upgrade","first_published":"2026-06-10T13:22:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;As a Credit Analyst, you will underwrite and process new auto loan applications that are submitted by our auto dealership partners. You will analyze applicants and loan data with a focus on credit worthiness, risk mitigation, pricing, and compliance in accordance with Upgrade Auto\u0026#39;s lending policies.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;This is a hybrid position in our Irvine Office with a standard 40-hour work week that includes rotating morning and evening shifts within an 8-hour workday, as well as occasional weekend coverage.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do: \u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Receive and underwrite new auto loan applications\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Price loan approvals according to market and risk\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Create relationships with auto dealer partners and negotiate with external clients\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Build strong relationships with our internal Dealer Development partners and teams, as well as various stakeholders\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Resolve dealership concerns and existing loan issues that may arise by providing alternative solutions while using reason when dealing with emotional topics\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Assess loan documents and third party data to make informed lending decisions\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Work with the Operations Team to resolve issues that may arise during the funding process\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Stay up to date with current economic trends and industry regulations\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;5+ years of experience in financial services, credit management, auto industry or a related field\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Attention to detail when dealing with individual customer loans and credit files\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Professionalism, ownership, and the ability to work under pressure in challenging situations\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Ability to collaborate with others and work in a team environment\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Excellent verbal and written communication, as well as strong presentation skills\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Highly motivated to set and achieve challenging goals while demonstrating persistence through obstacles\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Competitive salary and stock option plan\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Flexible PTO\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Paid parental leave\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;The compensation range of this position is $40-45 per hour plus equity and benefits. Within this range, an individual\u0026#39;s base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042626005,"name":"Auto Lending","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4017691005,"name":"Orange County","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4646359005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4412475005,"location":{"name":"Atlanta"},"metadata":null,"id":4646359005,"updated_at":"2026-05-18T03:00:22-04:00","requisition_id":"JR101824","title":"Customer Success Manager, Contractor Engagement","company_name":"Upgrade","first_published":"2026-01-06T14:12:09-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;The Contractor Success Manager role will play a vital role in building our sales team in North America. The sales team is responsible for attracting new merchants and contractors to offer their customers payment options through Upgrade. As a Contractor Success Manager, you will be responsible for the overall productivity and revenue generation of an assigned portfolio of Upgrade\u0026#39;s partners. You will be tasked with growing our merchant and contractor partners to advance their business and help them achieve their goals.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ensure new contractor partners are introduced to and actively leverage Upgrade\u0026#39;s solutions at every opportunity. Working with newly signed partners in a proactive manner to ensure adoption happens rapidly\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Drive increased consumer loan volume within an assigned contractor portfolio by growing use of Upgrade\u0026#39;s solutions with both established and underperforming merchants. Activities will include: initial merchant orientation, ongoing training of all relevant merchant personnel, quarterly/yearly business reviews and creative sales initiatives to drive growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Recognize trends to proactively engage in meaningful conversations with contractors to prevent merchant churn within Upgrade\u0026#39;s program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Supporting our contractors is our number one priority. It is crucial to provide timely support to assigned contractors to develop loyalty and ensure a great customer experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;BA/BS degree preferred or equivalent experience in similar role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;2+ years sales and/or relationship management experience; preferably in channel sales\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proven track record of success in a quota bearing position\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proficiency with Salesforce.com\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to identify problems and provide compelling solutions to a variety of contractors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to develop professional relationships over the telephone and email\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Availability to work outside of normal hours and interact with contractors when assistance is needed to close a deal\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We Offer You\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Competitive 401(k) program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;#BI-Hybrid\u0026amp;nbsp; \u0026amp;nbsp;#LI-Hybrid\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents: \u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4110860005,"name":"Merchant Relations \u0026 Development ","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4705153005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4440374005,"location":{"name":"United States (Remote)"},"metadata":null,"id":4705153005,"updated_at":"2026-06-11T16:23:09-04:00","requisition_id":"JR101958","title":"Dealer Development Manager","company_name":"Upgrade","first_published":"2026-06-11T16:23:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The Dealer Development Manager will represent Upgrade Inc (Auto Finance Division) and promote our indirect lending programs. They will develop, maintain, and grow business partnerships between Upgrade Inc. and our dealership partners. The Dealer Development Manager is also responsible for staying up-to-date on local market conditions and industry trends. In this role, you will work with internal partners to find solutions that better serve our customers, and build long lasting relationships with key decision makers to drive growth and continuous improvement.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This position requires residency in Florida.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Dealer Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain relationships with new and existing dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a trusted advisor to dealership owners, GMs, and F\u0026amp;amp;I managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct regular in-person dealership visits based on a structured drive schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Dealer Acquisition \u0026amp;amp; Activation\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, onboard, and activate new dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive dealer sign-ups and first deals (“activation”)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute onboarding training to ensure dealers understand programs and systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Production \u0026amp;amp; Volume Growth\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Achieve monthly funding and application volume goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase contracts per active dealer and overall territory production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focus on growing volume in Tier 3–5 segments while maintaining quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Credit \u0026amp;amp; Deal Structuring\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with underwriting/credit teams to structure deals effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on program guidelines, stips, and deal packaging\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve pull-through by coaching dealers on submitting clean, fundable deals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Portfolio Performance \u0026amp;amp; Quality\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor dealer portfolio performance (delinquency, charge-offs, profitability)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage dealer mix to align with company risk appetite and profitability goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shift focus toward preferred collateral and higher-performing dealers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to compliance, credit policies, and documentation standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Training \u0026amp;amp; Dealer Development\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conduct ongoing product and process training with dealership staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on value-added products\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide market insights and best practices to improve dealer success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position the company as a relationship-driven partner vs. transactional lender\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Territory \u0026amp;amp; Activity Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a disciplined weekly drive schedule maximizing in-person dealer time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and manage activity through CRM (e.g., Salesforce)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze territory performance and adjust strategy based on data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team calls, sales meetings, and performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in indirect auto finance, auto sales, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of credit tiers, loan structuring, and dealership operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to build relationships and drive sales growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, negotiation, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with strong time management and territory planning skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally (significant field time required)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salary and stock option plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunities for professional growth and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042626005,"name":"Auto Lending","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4687915005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4431855005,"location":{"name":"Atlanta"},"metadata":null,"id":4687915005,"updated_at":"2026-06-10T12:30:52-04:00","requisition_id":"JR101919","title":"Dealer Development Manager, Atlanta","company_name":"Upgrade","first_published":"2026-04-22T15:21:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Dealer Development Manager will represent Upgrade Inc (Auto Finance Division) and promote our indirect lending programs. They will develop, maintain, and grow business partnerships between Upgrade Inc. and our dealership partners. The Dealer Development Manager is also responsible for staying up-to-date on local market conditions and industry trends. In this role, you will work with internal partners to find solutions that better serve our customers, and build long lasting relationships with key decision makers to drive growth and continuous improvement.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This position requires residency in the Atlanta, Georgia market.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Dealer Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain relationships with new and existing dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a trusted advisor to dealership owners, GMs, and F\u0026amp;amp;I managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct regular in-person dealership visits based on a structured drive schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Dealer Acquisition \u0026amp;amp; Activation\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, onboard, and activate new dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive dealer sign-ups and first deals (“activation”)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute onboarding training to ensure dealers understand programs and systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Production \u0026amp;amp; Volume Growth\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Achieve monthly funding and application volume goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase contracts per active dealer and overall territory production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focus on growing volume in Tier 3–5 segments while maintaining quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Credit \u0026amp;amp; Deal Structuring\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with underwriting/credit teams to structure deals effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on program guidelines, stips, and deal packaging\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve pull-through by coaching dealers on submitting clean, fundable deals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Performance \u0026amp;amp; Quality\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor dealer portfolio performance (delinquency, charge-offs, profitability)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage dealer mix to align with company risk appetite and profitability goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shift focus toward preferred collateral and higher-performing dealers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to compliance, credit policies, and documentation standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Training \u0026amp;amp; Dealer Development\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conduct ongoing product and process training with dealership staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on value-added products\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide market insights and best practices to improve dealer success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position the company as a relationship-driven partner vs. transactional lender\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Territory \u0026amp;amp; Activity Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a disciplined weekly drive schedule maximizing in-person dealer time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and manage activity through CRM (e.g., Salesforce)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze territory performance and adjust strategy based on data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team calls, sales meetings, and performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in indirect auto finance, auto sales, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of credit tiers, loan structuring, and dealership operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to build relationships and drive sales growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, negotiation, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with strong time management and territory planning skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally (significant field time required)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salary and stock option plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunities for professional growth and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042626005,"name":"Auto Lending","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4690381005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4432999005,"location":{"name":"Houston"},"metadata":null,"id":4690381005,"updated_at":"2026-04-29T16:44:26-04:00","requisition_id":"JR101921","title":"Dealer Development Manager, North Houston","company_name":"Upgrade","first_published":"2026-04-29T16:44:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Dealer Development Manager will represent Upgrade Inc (Auto Finance Division) and promote our indirect lending programs. They will develop, maintain, and grow business partnerships between Upgrade Inc. and our dealership partners. The Dealer Development Manager is also responsible for staying up-to-date on local market conditions and industry trends. In this role, you will work with internal partners to find solutions that better serve our customers, and build long lasting relationships with key decision makers to drive growth and continuous improvement.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This position requires residency in the North Houston, TX market.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Dealer Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain relationships with new and existing dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a trusted advisor to dealership owners, GMs, and F\u0026amp;amp;I managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct regular in-person dealership visits based on a structured drive schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Dealer Acquisition \u0026amp;amp; Activation\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, onboard, and activate new dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive dealer sign-ups and first deals (“activation”)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute onboarding training to ensure dealers understand programs and systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Production \u0026amp;amp; Volume Growth\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Achieve monthly funding and application volume goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase contracts per active dealer and overall territory production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focus on growing volume in Tier 3–5 segments while maintaining quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Credit \u0026amp;amp; Deal Structuring\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with underwriting/credit teams to structure deals effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on program guidelines, stips, and deal packaging\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve pull-through by coaching dealers on submitting clean, fundable deals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Performance \u0026amp;amp; Quality\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor dealer portfolio performance (delinquency, charge-offs, profitability)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage dealer mix to align with company risk appetite and profitability goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shift focus toward preferred collateral and higher-performing dealers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to compliance, credit policies, and documentation standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Training \u0026amp;amp; Dealer Development\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conduct ongoing product and process training with dealership staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on value-added products\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide market insights and best practices to improve dealer success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position the company as a relationship-driven partner vs. transactional lender\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Territory \u0026amp;amp; Activity Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a disciplined weekly drive schedule maximizing in-person dealer time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and manage activity through CRM (e.g., Salesforce)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze territory performance and adjust strategy based on data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team calls, sales meetings, and performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in indirect auto finance, auto sales, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of credit tiers, loan structuring, and dealership operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to build relationships and drive sales growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, negotiation, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with strong time management and territory planning skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally (significant field time required)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salary and stock option plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunities for professional growth and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042626005,"name":"Auto Lending","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4685318005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430651005,"location":{"name":"Tulsa"},"metadata":null,"id":4685318005,"updated_at":"2026-04-20T12:40:55-04:00","requisition_id":"JR101906","title":"Dealer Development Manager, Oklahoma","company_name":"Upgrade","first_published":"2026-04-15T15:42:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Dealer Development Manager will represent Upgrade Inc (Auto Finance Division) and promote our indirect lending programs. They will develop, maintain, and grow business partnerships between Upgrade Inc. and our dealership partners. The Dealer Development Manager is also responsible for staying up-to-date on local market conditions and industry trends. In this role, you will work with internal partners to find solutions that better serve our customers, and build long lasting relationships with key decision makers to drive growth and continuous improvement.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This position requires residency in the Oklahoma market, servicing \u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;parts of Arkansas, Southeast Kansas and Southwest Missouri.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Dealer Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain relationships with new and existing dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a trusted advisor to dealership owners, GMs, and F\u0026amp;amp;I managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct regular in-person dealership visits based on a structured drive schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Dealer Acquisition \u0026amp;amp; Activation\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, onboard, and activate new dealer partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive dealer sign-ups and first deals (“activation”)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute onboarding training to ensure dealers understand programs and systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Production \u0026amp;amp; Volume Growth\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Achieve monthly funding and application volume goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase contracts per active dealer and overall territory production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focus on growing volume in Tier 3–5 segments while maintaining quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Credit \u0026amp;amp; Deal Structuring\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with underwriting/credit teams to structure deals effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on program guidelines, stips, and deal packaging\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve pull-through by coaching dealers on submitting clean, fundable deals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Performance \u0026amp;amp; Quality\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor dealer portfolio performance (delinquency, charge-offs, profitability)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage dealer mix to align with company risk appetite and profitability goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shift focus toward preferred collateral and higher-performing dealers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to compliance, credit policies, and documentation standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Training \u0026amp;amp; Dealer Development\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conduct ongoing product and process training with dealership staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate dealers on value-added products\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide market insights and best practices to improve dealer success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Position the company as a relationship-driven partner vs. transactional lender\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Territory \u0026amp;amp; Activity Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a disciplined weekly drive schedule maximizing in-person dealer time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and manage activity through CRM (e.g., Salesforce)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze territory performance and adjust strategy based on data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team calls, sales meetings, and performance reviews\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in indirect auto finance, auto sales, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of credit tiers, loan structuring, and dealership operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to build relationships and drive sales growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, negotiation, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with strong time management and territory planning skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel locally (significant field time required)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salary and stock option plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunities for professional growth and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042626005,"name":"Auto Lending","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4700214005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4438047005,"location":{"name":"Phoenix"},"metadata":null,"id":4700214005,"updated_at":"2026-05-28T12:09:47-04:00","requisition_id":"JR101942","title":"Director, Workforce Management","company_name":"Upgrade","first_published":"2026-05-28T12:09:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;The Director of Workforce Management is a newly created senior role on the PSC Operations SVP\u0026#39;s leadership team, built to establish dedicated WFM ownership at a critical inflection point. The Director will own end-to-end WFM strategy — forecasting, on/offshore capacity, real-time analytics, and tooling — and must be equally comfortable at the executive table and in the operational weeds, influencing across functions without direct authority.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Own the comprehensive WFM strategy across Customer Service, Application Verifications, Servicing \u0026amp;amp; Collections, Fraud Operations, and QA/QI — spanning forecasting, capacity planning, RTA, schedule optimization, and technology roadmap\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Lead the transition to a hybrid on/offshore operating model, managing capacity allocation between onshore staff and BPO partner to optimize service levels and cost\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Serve as the enterprise authority on capacity decisions, providing cross-functional neutrality and executive-level visibility into workforce performance and staffing risk\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Define and drive the WFM automation roadmap — queue monitoring, agent skilling, overflow strategy, and system integration — championing the shift from manual to automated, scalable processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Partner with PSC Technology, Ops Product, and Analytics to ensure tooling integrations, forecasting models, and dashboards are stable, current, and actionable for leadership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Present WFM performance data and strategic recommendations to the SVP and senior leadership team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Lead and develop the WFM team, establishing clear expectations, coaching structures, and a proactive, data-driven culture\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Define clear scope boundaries between WFM and adjacent teams to ensure focused accountability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;8+ years in Workforce Management, with 3+ years in a senior leadership role in a multi-channel contact center\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience managing hybrid on/offshore WFM models and BPO partner relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proficiency with WFM platforms including automation, queue management, agent skilling, and system integrations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong analytical skills — SQL, Tableau, DBvisualizer, or equivalent; able to self-service data independently\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proven cross-functional influencer with a track record of measurable WFM performance improvement (SLA, occupancy, absence, cost)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Executive presence and communication skills; experience building or significantly maturing a WFM function\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Nice to Have:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in Business, Operations, Data Analytics, or equivalent experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Background in fintech, financial services, or a high-growth startup environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience leading WFM through a contact center model transition (single-site to multi-site or onshore to hybrid BPO)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Onsite\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4024690005,"name":"Operations Support","child_ids":[],"parent_id":null}],"offices":[{"id":4010106005,"name":"Phoenix","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4703544005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4439508005,"location":{"name":"Atlanta"},"metadata":null,"id":4703544005,"updated_at":"2026-06-08T11:55:04-04:00","requisition_id":"JR101952","title":"Dispute Resolution Specialist","company_name":"Upgrade","first_published":"2026-06-08T11:55:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;About the Role:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;The Dispute Resolution Specialist is responsible for the customer dispute process involving merchant and customer projects financed using Upgrade\u0026#39;s financing loans. Reporting to the Merchant Operations Department, this individual will play a key role in the support and operational components of the Upgrade\u0026#39;s product strategy. The ideal candidate brings a positive and adaptable mindset to our team environment.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Communicate with customers and merchants as part of the dispute investigation, resolution, collections and risk mitigation process\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Thoroughly review and investigate disputes including narratives, contracts, and supporting evidence, while delivering exceptional customer service and complying with Reg-E timeframes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Identify patterns and trends involving potential fraudulent activity or loan servicing issues and proactively escalates potentially suspicious activity including high risk customers and merchants for further review\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Prepare detailed investigation narratives that clearly explain the activity, risks, and reasoning for the disposition of a case\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Partner with key stakeholders to ensure that they are managing the business properly with reference to speculative complaints, genuine business errors or service gaps\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Handle incoming cash reconciliations, entry adjustments, identifying and resolving refund discrepancies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;3+ years of experience in a customer service role or equivalent role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Fundamental understanding of billing and collections processes as well as transactions involving debits and credits\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Outstanding proficiency in written and verbal communication\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Excellent organizational and time management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Strong attention to detail and ability to spot errors or inconsistencies\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Demonstrated creativity in finding solutions quickly in response to customer and business demand\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Critical thinker with an ability to independently make decisions and exercise authority within established guidelines and limits\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Entrepreneurial mindset, as a start-up, we are growing quickly and you may need to adapt to changing policies and procedures while maintaining high-quality work output\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Proficiency with computer software (Google Suite, Excel, Jira,Tableau)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;Team player mentality with a high level of integrity\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4110860005,"name":"Merchant Relations \u0026 Development ","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4693008005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4434328005,"location":{"name":"Phoenix"},"metadata":null,"id":4693008005,"updated_at":"2026-05-07T10:09:21-04:00","requisition_id":"JR101924","title":"Facilities Operations Specialist (Handy Person)","company_name":"Upgrade","first_published":"2026-05-06T15:35:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About The Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Our Office and Engagement team is looking for a team member to help build a great place to work in our Downtown Phoenix contact center! This person will be responsible for the maintenance and upkeep of our beautiful office space by coordinating with vendors, business leaders, and office coordinators. Under the direction of the Office and Engagement Manager, this role will assist in initiatives that drive the health and safety of our workspace, as well as other engagement activities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;This is an in-office role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Starting Pay: $24.00/Hour\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Manage vendor relationships to ensure standards and budgets are being met\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Handy person - General interior maintenance - hang pictures, install equipment, repair office furniture systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Plan and maintain safety \u0026amp;amp; sustainability initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Coordinate facility repair, maintenance, and daily operations for assigned office space\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Conduct daily walkthroughs of facilities, open tickets for any identified issues and use the data gathered to coordinate planned maintenance projects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Resolve issues raised through our online ticketing system per the standards outlined\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Review calendars daily and solve conflicts, provide assistance for last minute meeting requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Maintain organization and cleanliness in shared spaces and storage areas\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Manage supply inventories and place necessary orders while maintaining budgets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Coordinate and support food-related events by managing setup, organizing required assets, overseeing food delivery logistics, and providing other event support as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Collaborate in the planning, coordination, and on-site support of diverse office events and activities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Additional executive and office support as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Being a knowledgeable and helpful resource for an employee base and your direct team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Provide a high level of customer service to our team members and vendors\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Remain positive and poised in a fast paced environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;You’re a master at Googling answers for challenges that aren’t in the playbook\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Technically savvy with experience navigating multiple systems and tools (e.g., G Suite, calendars, ticketing systems).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Strong interpersonal and communication skills with the ability to interact across all levels of the organization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Associate\u0026#39;s degree or higher is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;1-3 years experience as a technician using standard tools such as drills, leveler, and wrench required\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Occasional lifting of 50 lbs, or team lifting\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Great open office space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid time off (PTO)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401K matching\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive benefits package: Medical, dental, vision, life insurance \u0026amp;amp; disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parking or platinum pass\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;New Hire Training Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Wellness Incentive Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kitchen fully stocked with snacks and beverages\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;#LI-Onsite\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;For California residents:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt; \u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Upgrade\u0026#39;s California Notice at Collection and Privacy Policy\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4024690005,"name":"Operations Support","child_ids":[],"parent_id":null}],"offices":[{"id":4010106005,"name":"Phoenix","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4703291005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4439371005,"location":{"name":"Phoenix"},"metadata":null,"id":4703291005,"updated_at":"2026-06-05T17:23:10-04:00","requisition_id":"JR101951","title":"Genesys Engineer","company_name":"Upgrade","first_published":"2026-06-05T17:23:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;We are seeking a Genesys Engineer to support the configuration, administration, enhancement, and ongoing maintenance of our Genesys Cloud platform. In this role, you will help build and optimize omnichannel contact center solutions, partner with business and technology teams on new initiatives, and support the day-to-day operation of our customer service environment. The ideal candidate has hands-on experience with Genesys Cloud, contact center technologies, and a strong understanding of customer service operations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position based in our Phoenix office, requiring onsite presence Tuesday through Thursday\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Design, implement, configure, test, and support contact center solutions on the Genesys Cloud platform.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Lead and execute projects that are critical to the growth and evolution of our contact center environment.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Partner with Operations, Business, and Technology teams to gather requirements, communicate project status, and drive successful outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Collaborate with fellow Genesys team members to support day-to-day platform operations and ongoing enhancements.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Evaluate and recommend new Genesys Cloud capabilities and technologies to support business growth and improve customer experience.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Work closely with Engineering, Infrastructure, and other technical teams to deliver scalable contact center solutions.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Troubleshoot and resolve platform issues while minimizing disruption to contact center operations.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Participate in on-call support and after-hours change management activities as needed.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;5+ years of experience supporting and implementing Contact Center technologies.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Hands-on experience with Genesys Cloud, including: Interaction Flow Design, Intelligent and Predictive Routing, Outbound Contact Management, System Configuration and Administration, Omnichannel contact center environments (voice, chat, messaging, email, etc.)\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Genesys Cloud certifications (such as Certified Genesys Engineer) are highly valued.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Strong experience with solution configuration, implementation, testing, troubleshooting, and production support.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Ability to manage multiple priorities in a fast-paced, high-growth environment.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Strong communication skills with the ability to work effectively across technical teams, business stakeholders, and leadership.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Excellent analytical, troubleshooting, and problem-solving skills with a customer-focused mindset.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;Nice to have:\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Experience integrating Genesys Cloud with API driven CRM platforms (Salesforce, Microsoft Dynamics, etc.).\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Experience in fintech, banking, lending, or financial services environments.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Experience supporting a globally distributed, hybrid in-house and outsourced staffed contact center organization as a direct employee.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Experience with APIs, integrations, automation, or custom Genesys Cloud development.\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Competitive salary and stock option plan\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Flexible PTO\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Paid parental leave\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4024690005,"name":"Operations Support","child_ids":[],"parent_id":null}],"offices":[{"id":4010106005,"name":"Phoenix","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4706312005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4440862005,"location":{"name":"United States (Remote)"},"metadata":null,"id":4706312005,"updated_at":"2026-06-16T14:15:36-04:00","requisition_id":"JR101959","title":"Junior Business \u0026 Data Analyst","company_name":"Upgrade","first_published":"2026-06-15T18:32:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We are looking for a curious, detail-oriented Junior Business and Data Analyst to join our growing analytics team. You will bring at least 2 years of experience in an analytics or data-focused role. That means you have worked with real data in a real environment, dealt with messy inputs, and delivered something a stakeholder actually used. A degree without hands-on experience is not a substitute.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;In this role you will support data-driven decision making by building reports, writing SQL queries, and surfacing insights that help business leaders understand performance and identify opportunities. You will work closely with senior analysts and business stakeholders while continuing to develop your skills in analytics, forecasting, and data storytelling.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Data Analytics and Business Intelligence\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Analyze data to identify trends, patterns, and anomalies. Support root cause analysis and performance investigations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assist in KPI tracking, data quality checks, and governance processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build and maintain business intelligence reports and apply statistical analysis fundamentals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Serve as the data resource for the commercial and account management teams. You will see how the business runs day to day and where the gaps are, which directly informs how the team prioritizes its work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;SQL and Data Engineering\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Write and maintain SQL queries using joins, CTEs, and window functions. Support query optimization and performance improvements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work within existing data models and warehouse structures to extract and transform data for reporting needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Document data logic and query definitions to support data validation and reconciliation efforts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Forecasting and Reporting\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Help enhance and maintain scenario models under guidance. Track and report on forecast accuracy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build and maintain dashboards and standard reports. Develop clear, accurate data visualizations following best practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Support QBR preparation and executive reporting. Contribute to automated reporting solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;2 or more years of experience in an analytics or data-focused role.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;SQL proficiency including joins, CTEs, and window functions. You do not need to be a data engineer but you need to write and maintain real queries.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Experience with Tableau, Microsoft Excel, Redshift, and Databricks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;You use AI tools like Claude or ChatGPT as a real part of your workflow, not as a novelty.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;You are genuinely curious about data and what it means. When something looks off, you go find out why rather than waiting to be told. You ask questions before starting a project, not after.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to gather and document business requirements, collaborate cross-functionally, and contribute to business case development.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to present findings clearly, translate data outputs into plain-language summaries, and develop supporting materials for executive presentations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Comfortable forming and testing hypotheses with guidance and developing critical and structured thinking skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to identify patterns and trends in structured datasets, flag anomalies, and contribute observations that inform strategic recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;The compensation range of this position in San Francisco, CA is USD $75,000-$95,000 plus equity and benefits. Within this range, an individual\u0026#39;s pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Remote\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4696437005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4436328005,"location":{"name":"San Francisco; Wilmington"},"metadata":null,"id":4696437005,"updated_at":"2026-05-20T14:27:57-04:00","requisition_id":"JR101936","title":"Manager, Channel Growth - Cards","company_name":"Upgrade","first_published":"2026-05-18T17:58:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re seeking a hands-on Channel Growth Manager/Sr. Manager on our Card business team to grow and optimize digital acquisition channels (ex. Upgrade.com, Experian Marketplace, or NerdWallet) by driving strategy development and execution for digital channels. You will sit at the intersection of marketing, product, analytics, and risk. You’ll use in-market results and business judgement to identify enhancements and optimizations, partner internally and externally to advocate for changes, and communicate results and proposals to a broad set of stakeholders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our SF office or Delaware office in a hybrid capacity.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Structure, perform, and communicate analyses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, implement, and monitor strategies for sustainable growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner cross-functionally to drive buy-in\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage partner relationships and projects to grow those relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build a strong understanding of channels you manage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify new opportunities for impression growth and conversion efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and execute changes to improve customer acquisition costs\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify channel-specific opportunities to improve accuracy of volume and financial forecasts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inform executive stakeholders on campaign results and expectations\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify new product versions, marketing language and tactics, and populations for testing and piloting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage approval rates to ensure funnel efficiency and compliance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design, advocate for, and monitor A/B tests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-7 years of experience in consumer finance, consulting, or other data-driven backgrounds\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with credit, analytics, and external client/partner interactions, ideally in credit cards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills with the ability to translate data into clear, strategic recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in SQL, Excel (bonus points for Python pandas)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to identify and articulate the human story in the data\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive salary and stock option plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The compensation range of this position in San Francisco, CA is USD $140,000 - $180,000 annually plus equity and benefits. Please note that the actual base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010105005,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4010104005},{"id":4051775005,"name":"Wilmington","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4694231005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4435047005,"location":{"name":"Atlanta"},"metadata":null,"id":4694231005,"updated_at":"2026-05-11T14:15:00-04:00","requisition_id":"JR101928","title":"Merchant Risk Monitoring Investigator","company_name":"Upgrade","first_published":"2026-05-11T14:15:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We\u0026#39;re looking for an experienced, detail-driven investigator to join our Merchant Risk Monitoring team. In this role, you\u0026#39;ll be on the front lines of protecting borrowers and preventing financial loss — identifying suspicious merchant behavior, investigating fraud and abuse, and taking action before problems escalate.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;This isn\u0026#39;t a passive monitoring role. You\u0026#39;ll own investigations from initial alert through resolution, work closely with a fast-moving team, and directly influence risk outcomes. If you thrive in a high-stakes environment where your work has real impact, this role is for you.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Monitor merchant accounts on an ongoing basis, identifying anomalies, suspicious patterns, and early warning signs of fraud or borrower abuse.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Lead investigations into fraud, compliance violations, contractor misconduct, licensing issues, and abnormal loan activity — from intake through resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Dig into transaction data, account history, and performance metrics to uncover root causes and build a clear evidentiary record.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Conduct background research on merchants, including criminal history, regulatory violations, negative news, and reputational red flags.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Prepare thorough, well-organized investigation reports with findings, risk assessments, and recommended actions for leadership and cross-functional partners.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Work with Risk, Compliance, Legal, and Operations teams to implement mitigation strategies and escalate high-risk situations appropriately.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Contribute to the development of risk frameworks, monitoring protocols, and investigative playbooks to strengthen the team\u0026#39;s capabilities over time.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Stay current on industry trends, regulatory changes, and fraud schemes relevant to merchant services and home improvement lending.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;3–5 years of experience in fraud investigations, merchant monitoring, operational risk, or a closely related field within financial services or payments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong analytical instincts — you can interpret complex data, spot patterns, and connect dots across large transaction sets.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience conducting background research, adverse media reviews, and regulatory/licensing checks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Clear, precise written communication — you can distill a complex investigation into a report that\u0026#39;s easy to act on.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Comfortable working independently and managing multiple open cases at once in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proficiency with data analysis tools, risk platforms, and Microsoft Office Suite; experience with AI-assisted research tools is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in business, finance, criminal justice, risk management, or a related field. CFE, CRM, or similar certification is a strong plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Nice to Have:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Background in home improvement lending, contractor-funded loan programs, or merchant acquiring.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Familiarity with Jira, case management systems, or investigation tracking platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience collaborating with or supporting a borrower outreach or rapid response team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Exposure to regulatory environments such as CFPB, state licensing frameworks, or contractor compliance requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;100% paid coverage of medical, dental, and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Competitive 401(k) and RRSP program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#BI-Hybrid\u0026amp;nbsp; \u0026amp;nbsp;#LI-Hybrid\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h5\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h5\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4110860005,"name":"Merchant Relations \u0026 Development ","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4694234005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4435048005,"location":{"name":"Atlanta"},"metadata":null,"id":4694234005,"updated_at":"2026-05-11T18:29:38-04:00","requisition_id":"JR101929","title":"Sales Development Representative, Home Improvement","company_name":"Upgrade","first_published":"2026-05-11T18:29:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We are seeking a dynamic and strategic Sales Development Representative to join and help build our sales team in North America. The sales team is responsible for attracting new home improvement contractors to offer their customers payment options through Upgrade. This role will allow you to contribute well beyond the scope of a normal SDR role, and to have a hands-on opportunity to help create a business from the ground floor. You’ll be able to do all of this under the umbrella of an established Bay-Area FinTech without the risks that most early stage start-ups face.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Cold-call contacts and running multiple outbound sequences across different channels to win over new customers and get them to attend a 15-30 minute demo with Sales\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ask qualifying questions and share a few product benefits to prospective contractors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Collaborate closely with Sales and Customer Success team members to research and develop target lists and\u0026amp;nbsp; account-based sales strategies to drive opportunities and lead generation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Engage in and champion the proper culture and processes for a motivated, balanced, and highly efficient team capable of scaling up at later stages of organizational maturity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Interest and experience in an outbound dialing environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Interest in not just performing the SDR role but in helping shape a new offering’s go-to-market\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Experience in developing trusted relationships with new customers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong collaborator with cross-functional teams to succeed in managing projects\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Adaptability - you understand that change is constant, and you embrace it.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Agility and resilience – you move quickly and encourage continued improvement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Strong work ethic and competitive mindset – you always want to be at the top of the leaderboard\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Competitive salary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h5\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents: \u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.google.com/url?q=https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026amp;amp;sa=D\u0026amp;amp;source=calendar\u0026amp;amp;ust=1717884046853674\u0026amp;amp;usg=AOvVaw2lyilxm-S-WZajxZ37FYxE\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h5\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4110860005,"name":"Merchant Relations \u0026 Development ","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4694400005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4435126005,"location":{"name":"Atlanta"},"metadata":null,"id":4694400005,"updated_at":"2026-05-12T12:53:32-04:00","requisition_id":"JR101930","title":"Sales Operations, Analyst","company_name":"Upgrade","first_published":"2026-05-11T17:57:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-path-to-node=\u0026quot;4\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Sales \u0026amp;amp; Marketing Operations Analyst \u0026lt;/strong\u0026gt;is responsible for architecting and maintaining a high-performance revenue engine. This role moves beyond traditional administration into the world of programmatic data enrichment and automated sales engagement. You will own the critical data flow between Clay, Salesforce, and Outreach, ensuring our Go-To-Market (GTM) teams are equipped with high-fidelity data and streamlined workflows to drive predictable growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;Data Orchestration \u0026amp;amp; Enrichment\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Design, build, and maintain Clay workflows to automate inbound lead enrichment and outbound prospecting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Configure AI-driven research agents (Claygent) to scrape websites and LinkedIn for specific buying signals, technographic data, and intent triggers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Manage API integrations between Clay and external data providers to maintain a minimum of 90% data coverage and accuracy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4 data-path-to-node=\u0026quot;9\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Sales Engagement Operations\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-path-to-node=\u0026quot;10\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Manage the Outreach-Salesforce synchronization, ensuring seamless mapping of prospects, accounts, and activities while maintaining database hygiene.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Partner with Marketing and Sales leadership to build, A/B test, and optimize automated sequences and templates.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Enforce \u0026quot;Sequence Governance\u0026quot; to prevent lead fatigue and provide detailed reporting on reply rates, meeting-set metrics, and sequence ROI.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Optimize the Salesforce UI/UX to ensure a frictionless workflow for Account Executives (AEs) and Customer Success Managers (CSMs).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4 data-path-to-node=\u0026quot;11\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Advanced Salesforce Administration\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-path-to-node=\u0026quot;12\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Architecture: Manage custom objects, complex validation rules, and page layouts tailored for marketing attribution and sales efficiency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Flow Automation: Build and maintain sophisticated Salesforce Flows to automate lead routing, lifecycle stage transitions, and internal alerting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Security: Manage user profiles, permission sets, and sharing rules to ensure data security while enabling team accessibility.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4 data-path-to-node=\u0026quot;13\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Funnel Management \u0026amp;amp; Governance\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-path-to-node=\u0026quot;14\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Develop and oversee Lead-to-Account mapping processes to ensure organizational alignment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Maintain the \u0026quot;Source of Truth\u0026quot; for marketing attribution, ensuring all enriched leads and sequences are accurately tagged.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Implement and enforce Lead SOPs, including reassignment logic and lifecycle management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Translate the vision of Sales and Marketing leadership into functional, scalable technical workflows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;CRM Expertise: 3+ years of experience in Revenue or Marketing Operations with deep technical knowledge of Salesforce\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;(Flows, custom objects, and reporting).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Data Orchestration: Power-user proficiency in Clay, including building AI-driven workflows, writing formulas, and managing complex API/JSON integrations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Sales Engagement: Proven track record managing Outreach.io at scale, focusing on sequence governance, Salesforce sync logic, and performance analytics.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process Automation: Expert ability to design and implement automated lead routing, lifecycle transitions, and Lead-to-Account mapping.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strategic Operations: Strong analytical skills to translate GTM leadership vision into scalable technical architecture and actionable reporting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; style=\u0026quot;color: rgb(58, 59, 65);\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4706311005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4440862005,"location":{"name":"United States (Remote)"},"metadata":null,"id":4706311005,"updated_at":"2026-06-15T18:52:56-04:00","requisition_id":"JR101959","title":"Senior Business \u0026 Data Analyst","company_name":"Upgrade","first_published":"2026-06-15T18:32:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We are looking for a Senior Business and Data Analyst who wants to help build something, not just run it. You will serve as a strategic analytics partner to business leaders across Flex Pay and the broader Upgrade commercial organization. That means owning executive-level deliverables, shaping how the team operates, and having a real say in where analytics goes next. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;You will transform complex data into clear, actionable insights, drive smarter decisions, improve operational performance, and shape business strategy through analytics.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Analytics and Business Intelligence\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Conduct advanced data analysis, mining, and trend identification to surface meaningful business insights.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Develop and maintain KPIs, performance management frameworks, and data quality standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Perform root cause analysis, statistical hypothesis testing, and predictive and prescriptive analytics.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Own data governance and quality assessment practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;SQL and Data Engineering\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Write and optimize complex SQL queries using CTEs, window functions, joins, and stored procedures.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Design and maintain data models, ETL/ELT pipelines, and data warehouse structures.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Perform data validation, reconciliation, and transformation to ensure analytical accuracy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Forecasting and Reporting\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Measure and continuously improve forecast accuracy using trend analysis, seasonality analysis, and statistical methodologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Develop scenario models to support strategic decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Design executive dashboards, scorecards, and interactive reports that tell a clear story.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build automated reporting solutions that scale across the organization.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Business Partnership and Executive Communication\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Partner with stakeholders to gather requirements, document processes, and align on priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Present technical analysis to C-suite leaders as business narratives and strategic recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Facilitate meetings, lead cross-functional collaboration, and support change management initiatives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced SQL proficiency including complex joins, CTEs, window functions, and query optimization.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Experience with Tableau, Microsoft Excel, Redshift, and Databricks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;You use AI tools like Claude or ChatGPT as a real part of your analytical workflow, not as a novelty. You know when to use them, how to verify their output, and how to integrate them into how you work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong foundation in statistical analysis, forecasting methodologies, and data modeling.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Familiarity with ETL/ELT concepts and data warehouse design.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Skilled at connecting metrics to business outcomes and identifying key performance drivers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;The compensation range of this position in San Francisco, CA is USD $100,000-$125,000 plus equity and benefits. Within this range, an individual\u0026#39;s pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Remote\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4010108005,"name":"United States (Remote)","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4687368005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4431474005,"location":{"name":"Atlanta"},"metadata":null,"id":4687368005,"updated_at":"2026-05-18T03:00:23-04:00","requisition_id":"JR101914","title":"Senior Credit Analyst","company_name":"Upgrade","first_published":"2026-04-21T11:45:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We\u0026#39;re looking for a \u0026lt;strong\u0026gt;Senior Credit Analyst \u0026lt;/strong\u0026gt;that will ensure high risk reviews and merchant applications meet verification and program guidelines. We are looking for detailed-oriented individuals with a high level of integrity. In this position, you would spend your day reviewing merchant documentation, analyzing financials including balance sheets and income statements, reviewing trends and decisioning applications. This is a dynamic role partnering with our merchants to provide a best-in-class experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Verify merchant application information, coordinate the collection of missing data and documentation, analyze and underwrites new merchant applications, and re-evaluate existing merchant accounts as requested by the other internal stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ensure strict adherence\u0026amp;nbsp; to company policies and procedures, Federal and State regulations, and laws.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Comply with regulatory requirements, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC)\u0026amp;nbsp; and OFAC guidelines, to support the identification, detection, and prevention of fraud, money laundering and other unlawful activities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Read and interpret commercial credit reports to assess merchant risk profiles\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Analyze business financial statements including balance, income statement and cash flow.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Contribute to regular staff meetings to discuss merchant accounts, trends, losses, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Recommend and help implement process improvements to enhance efficiency, consistency, and decision quality—including leveraging AI-driven strategies in the application review process.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Bring a flexible mindset – you will be required to adapt to changing policy and procedures on a constant basis while maintaining high-quality work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;4+ years of business or merchant underwriting experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;2+ years experience in a payments, financial services or related industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to proficiently analyze financial information and identify concerning trends\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Team player mentality with a high level of integrity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to thrive in a changing and fast-paced environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Detail-oriented with excellent verbal and written communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proficiency with Google Sheets, Tableau\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030783005,"name":"New Accounts","child_ids":[],"parent_id":4024656005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4597890005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4389107005,"location":{"name":"Wilmington"},"metadata":null,"id":4597890005,"updated_at":"2026-06-04T12:26:49-04:00","requisition_id":"JR101601","title":"Senior Manager, Marketing Analytics - Cards","company_name":"Upgrade","first_published":"2025-08-14T14:16:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;We are seeking a strategic, hands-on, and highly analytical Senior Manager of Marketing Analytics to support growth and optimization of our credit card products. This role reports to the Head of Valuations \u0026amp;amp; Investment Decisioning and will serve as a key business partner to Marketing, Product, Finance, Risk, and Executive Leadership teams by delivering data-driven insights that improve acquisition performance, customer engagement, profitability, and long-term portfolio growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;This role will be based in our Wilmington, Delaware office in a hybrid capacity.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Marketing Performance \u0026amp;amp; Optimization\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Lead the marketing investment cycle collaborating across credit, finance, and strategy teams to launch marketing campaigns\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Architect and launch the firm’s first optimization engine to target prospects, maximizing expected economics while maintaining policy thresholds\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Partner closely with Growth Marketing teams to optimize campaign targeting, channel mix, creative performance, and customer acquisition cost (CAC)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Build and maintain bottom-up business unit economic growth forecasts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Produce the quantitative outputs that support investor reporting and capital market narratives, including securitization performance analytics and portfolio stratifications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Customer \u0026amp;amp; Portfolio Analytics\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Build and own the account valuation (unit economics) models that underpin credit card investment decisions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Evaluate cardholder engagement trends, spend behavior, utilization, rewards engagement, and retention drivers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Conduct cohort analyses to understand customer lifecycle performance and long-term portfolio health\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Partner with Product and Risk teams to evaluate customer quality, credit performance, and unit economics\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Experimentation \u0026amp;amp; Strategic Insights\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Design and measure A/B and multivariate tests to improve economic outcomes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Identify opportunities to improve conversion rates, portfolio profitability, and lifetime value (LTV)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Deliver actionable recommendations through statistical analysis, forecasting, and predictive modeling\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Support executive decision-making with clear storytelling and concise business recommendations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Translate large, complex datasets into meaningful insights for both technical and non-technical stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Data \u0026amp;amp; Cross-Functional Leadership\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Collaborate with Data Engineering and BI teams to improve data quality, accessibility, and scalability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Drive consistency in KPI definitions, reporting methodologies, and attribution frameworks\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Mentor and develop junior analysts and foster a data-driven culture across the organization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Serve as a trusted advisor to senior leaders on growth strategy, portfolio trends, and marketing investment decisions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We’re Looking For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;7+ years of experience in marketing analytics, business analytics, growth analytics, or related analytical roles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;3+ years of experience supporting credit card, lending, banking, or fintech products strongly preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Strong understanding of card economics, acquisition funnels, customer lifecycle metrics, and portfolio performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Advanced SQL skills and experience working with large-scale datasets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Experience with BI and visualization tools such as Tableau, Power BI, or similar\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Proficiency in statistical analysis and experimentation methodologies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Experience using Python or similar analytical programming languages preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Exceptional communication and storytelling skills with the ability to influence executive stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Highly organized, intellectually curious, and comfortable operating in fast-paced, high-growth environments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Preferred Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Experience in consumer fintech, digital banking, BNPL, or credit card organizations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Familiarity with credit policy mechanics: application decisioning, risk-tiering, and the linkage between origination quality and portfolio performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Prior people leadership or team management experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Competitive salary and stock option plan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;The compensation range of this position in Wilmington, Delaware is USD $140,000-190,000 annually plus equity and benefits. Please note that the actual base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4090547005,"name":"Flex Pay","child_ids":[],"parent_id":4134750005}],"offices":[{"id":4051775005,"name":"Wilmington","location":null,"child_ids":[],"parent_id":4010104005}]},{"absolute_url":"https://job-boards.greenhouse.io/upgrade/jobs/4687084005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4431474005,"location":{"name":"Atlanta"},"metadata":null,"id":4687084005,"updated_at":"2026-06-15T12:56:41-04:00","requisition_id":"JR101914","title":"Senior Merchant Underwriter","company_name":"Upgrade","first_published":"2026-04-21T11:41:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers\u0026#39; financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;We\u0026#39;re looking for a \u0026lt;strong\u0026gt;Senior Merchant Underwriter\u0026lt;/strong\u0026gt; that will ensure high risk reviews and merchant applications meet verification and program guidelines. We are looking for detailed-oriented individuals with a high level of integrity. In this position, you would spend your day reviewing merchant documentation, analyzing financials including balance sheets and income statements, reviewing trends and decisioning applications. This is a dynamic role partnering with our merchants to provide a best-in-class experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Verify merchant application information, coordinate the collection of missing data and documentation, analyze and underwrites new merchant applications, and re-evaluate existing merchant accounts as requested by the other internal stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ensure strict adherence\u0026amp;nbsp; to company policies and procedures, Federal and State regulations, and laws.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Comply with regulatory requirements, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC)\u0026amp;nbsp; and OFAC guidelines, to support the identification, detection, and prevention of fraud, money laundering and other unlawful activities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Read and interpret commercial credit reports to assess merchant risk profiles\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Analyze business financial statements including balance, income statement and cash flow.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Contribute to regular staff meetings to discuss merchant accounts, trends, losses, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Recommend and help implement process improvements to enhance efficiency, consistency, and decision quality—including leveraging AI-driven strategies in the application review process.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Bring a flexible mindset – you will be required to adapt to changing policy and procedures on a constant basis while maintaining high-quality work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Look For:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;4+ years of business or merchant underwriting experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;2+ years experience in a payments, financial services or related industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to proficiently analyze financial information and identify concerning trends\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Team player mentality with a high level of integrity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Ability to thrive in a changing and fast-paced environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Detail-oriented with excellent verbal and written communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;Proficiency with Google Sheets, Tableau\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We Offer You:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive salary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;100% paid coverage of medical, dental and vision insurance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Flexible PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Competitive 401(k)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Opportunities for professional growth and development\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Paid parental leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400; font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;\u0026quot;\u0026gt;Health \u0026amp;amp; wellness initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;#LI-Hybrid\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 8pt; color: rgb(58, 59, 65);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;For California residents:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a class=\u0026quot;css-tgpl01\u0026quot; href=\u0026quot;https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/\u0026quot; target=\u0026quot;_blank\u0026quot; data-testid=\u0026quot;link-with-safety\u0026quot; data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Upgrade\u0026#39;s California\u0026lt;/u\u0026gt;\u0026lt;strong data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;u data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt;Notice at Collection and Privacy Policy\u0026lt;/u\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em data-renderer-mark=\u0026quot;true\u0026quot;\u0026gt; describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;em data-stringify-type=\u0026quot;italic\u0026quot;\u0026gt;Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade\u0026#39;s Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement\u0026lt;/em\u0026gt;. English is required for all positions, as it involves interacting with staff at Upgrade\u0026#39;s offices worldwide.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030783005,"name":"New Accounts","child_ids":[],"parent_id":4024656005}],"offices":[{"id":4010107005,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4010104005}]}],"meta":{"total":21}}