Account Manager

Since 2014, Upright (formerly Fund That Flip) has challenged the status quo of slow, unreliable capital and gate-keeping into investment deals. We’ve grown into an end-to-end financial technology platform that helps entrepreneurs and investors generate wealth and make an impact in their own communities across the country. 

We are doubling down on our commitment to an exceptional borrower experience and maintaining healthy active book performance. For our Account Managers, that means proactively enabling our borrowers to be successful through intentional and consistent communication. Account Managers will set realistic expectations, ask probing questions, and deliver on customer success and satisfaction from the time a loan closes to the time the loan is paid off.

Who You Are

Customer satisfaction is your biggest motivator. You’re energized by frequent phone conversations with borrowers, and having these strong relationships allows you to anticipate borrower needs and respond with urgency. 

You describe yourself as a multi-tasker. You keep moving the needle with your borrowers by taking ownership and being organized and intentional in your time management.

What You’ll Do

The Account Manager owns the relationship with the borrowers. You will do this by…

• Efficiently handling all inbound inquiries and concerns from borrowers.

• Making proactive contact with each of your borrowers every month. 

• These interactions will likely include questions and concerns about:

• Construction draws, 

• Monthly interest payments, 

• Loan term extensions, and 

• Loan payoffs. 

• You’ll then collaborate with the appropriate team for risk analysis and processing. 

Your ability to be proactive and intentional in your follow-up will enable Upright to have accurate, actionable information about the deal and the borrower, allowing the organization to make informed construction draw and lending decisions.

Day in the Life

Each day you’re likely to spend time with your fellow Account Managers, sharing any issues that have popped up and ideas to solve them. 

You’ll collaborate closely with a group of cross-functional colleagues, including those from sales, servicing, & underwriting, and you’ll work with the borrowers in that region. You’ll meet frequently with that group to discuss the status of your deals, and be the “right-hand” of the Account Executive, who will equip you with access and insights into the borrower and deal.

You’ll make a massive impact on the success of our business by creating an exceptional borrower experience for the longest part of our lending relationship - from loan close to payoff. Your impact during this time will be a strong indicator of our opportunity to retain the customer and receive repeat business.

Your First 90 Days in the Role

Your training will begin with some Upright basics (who are we, what do we do, where does the role fit into the org). This is delivered through a partnership between HR  and the Account Management team. You’ll be set up with the hardware and tools needed to execute at a high level from the very beginning. 

You’ll accomplish early success in the role by immersing yourself in team best practices and absorbing essential team information. We’ll provide the context and knowledge which, coupled with your curiosity and urgency, will support the accelerated actualization of the anticipated impact you’ll have in the role.

Preferred Qualifications & Experiences

• Some previous sales experience is preferred, but not required

• Technical proficiency, with knowledge of the following tools (used frequently in the role) preferred, but not required:

• Microsoft Office Applications

• Adobe Acrobat

• Google Workspace

• Slack

• Preferred candidates are in the Cleveland, Ohio area or are able to commute to our Cleveland office.

Who are we?

Upright  is one of the fastest-growing real estate fintech companies in the U.S. As of March 2023, we’ve originated more than $2.25 billion in funding with 99.7% of principal returned to investors. We’re one of the top 10 sources of capital for real estate investors in the country.  

And we’re still challenging tradition with fast funding, unparalleled transparency, and personal service to help real estate entrepreneurs transform their neighborhoods and communities. 

Why work for us?

At Upright, we value transparency, hard work, and results. We support personal and professional growth with an entrepreneurial, tech-loving, creative, and solution-focused culture that rewards employees that push the bar higher for themselves and our company.

We have a blended work environment including hybrid, distributed, and office-linked roles. Some teams are entirely distributed, while other teams spend some or all of their time in our office in Cleveland, OH.

Glassdoor says Upright is a great place to work, and we’re proud to have earned some awards backing that up, including:

• Inc. 5000 Fastest Growing Company 2019, 2020, 2021

• Smart Culture Award 2018, 2022

• Business Insider Fintech Startups to Watch 2020

• GCP Best of Tech Awards Finalist 2021

• Deloitte Technology Fast 500 2020

• NorthCoast 99 Best Place to Work 2019

Plus, these awesome benefits:

• Equity stock options for each and every full-time team member

• Medical, Dental, Vision, and Mental Health Benefit offerings including  FSA or HSA enrollment eligibility on day 1

• Flexible time off

• Traditional and Roth 401(k)

• Participation in the Account Manager Variable Compensation Plan

• Self-defined career growth in individual contributor and management pathways
  
  

At Upright, we start everything by understanding the needs of others. We’re all unique and in this together. We’re intentional about building relationships across teams and lifting one another up to help our customers improve communities and write their success stories. 

As you consider joining our team, know that we are committed to creating extraordinary experiences by offering an equal employment opportunity throughout your entire people journey without regard to age, race, color, disability, gender reassignment or identity or expression, genetic information, marital or civil partner status, pregnancy or maternity status, military or veteran status, nationality, ethnic or national origin, religion or belief, sexual orientation, or any legally protected class. 

We will provide accommodations during the entire people journey upon request. Information received relating to accommodation will be addressed confidentially.