What are the responsibilities and job description for the Virtual Client Account Manager position at BusinessLoans.com?
About The Role
We connect small business owners seeking financing with the lenders best positioned to help them. As an Account Manager on our Marketplace team, you'll be the primary relationship owner for our lending partners: the banks, online lenders, specialty finance brokers, and SBA lenders who receive business financing leads through our platform. The partnerships you manage directly shape the experience on both sides of the marketplace. This role is fundamentally about building those partnerships with care, understanding each lender's unique criteria, ensuring they're getting real value from the relationship, and working collaboratively to drive better outcomes for everyone involved.
Serve as the dedicated point of contact for a portfolio of lending partners, building deep, trust-based relationships with their teams
Own the performance of your partner accounts, tracking key metrics including conversion rates, contact rates, funded rates, CPL, and CPA to ensure partners are seeing a strong return on their lead spend
Collaborate with partners to optimize lead programs by refining targeting criteria, adjusting volume levels, and fine-tuning filters to improve match quality and lower acquisition costs
Develop a thorough understanding of each partner's technical setup, including how they receive and process leads, their internal workflows, and any system dependencies that affect campaign performance
Identify underperforming accounts and work proactively with partners to diagnose conversion issues and implement changes that improve outcomes
Conduct regular business reviews focused on campaign performance, ROI trends, and opportunities to improve efficiency across the lead lifecycle
Act as an internal advocate for your partners, coordinating with operations, product, and finance teams to resolve quality disputes, delivery issues, and billing questions
Maintain accurate account records, performance notes, and activity logs in the CRM
2 to 4 years of experience in account management, affiliate marketing, or lead generation, preferably at a lead marketplace, performance network, or financial services company
~ Strong analytical skills with the ability to interpret performance reports and translate findings into clear, actionable guidance for partners
~ Strong presentation skills with the ability to communicate performance data, insights, and recommendations clearly to both technical and non-technical audiences
~ CPL, CPA, conversion funnels, lead quality scoring, and return on lead spend
~ Comfortable in conversations with lenders, underwriters, and sales managers about lead performance and program fit
~ comfortable managing a portfolio of 20 active accounts
~ Ability to travel approximately 5 to 10% of the time for partner meetings, industry events, and team offsites.
On-Target Earnings: $100,000 to $120,000 with uncapped commission potential
Comprehensive health, dental, and vision coverage
Flexible PTO and company-wide recharge days
We connect small business owners seeking financing with the lenders best positioned to help them. As an Account Manager on our Marketplace team, you'll be the primary relationship owner for our lending partners: the banks, online lenders, specialty finance brokers, and SBA lenders who receive business financing leads through our platform. The partnerships you manage directly shape the experience on both sides of the marketplace. This role is fundamentally about building those partnerships with care, understanding each lender's unique criteria, ensuring they're getting real value from the relationship, and working collaboratively to drive better outcomes for everyone involved.
Serve as the dedicated point of contact for a portfolio of lending partners, building deep, trust-based relationships with their teams
Own the performance of your partner accounts, tracking key metrics including conversion rates, contact rates, funded rates, CPL, and CPA to ensure partners are seeing a strong return on their lead spend
Collaborate with partners to optimize lead programs by refining targeting criteria, adjusting volume levels, and fine-tuning filters to improve match quality and lower acquisition costs
Develop a thorough understanding of each partner's technical setup, including how they receive and process leads, their internal workflows, and any system dependencies that affect campaign performance
Identify underperforming accounts and work proactively with partners to diagnose conversion issues and implement changes that improve outcomes
Conduct regular business reviews focused on campaign performance, ROI trends, and opportunities to improve efficiency across the lead lifecycle
Act as an internal advocate for your partners, coordinating with operations, product, and finance teams to resolve quality disputes, delivery issues, and billing questions
Maintain accurate account records, performance notes, and activity logs in the CRM
2 to 4 years of experience in account management, affiliate marketing, or lead generation, preferably at a lead marketplace, performance network, or financial services company
~ Strong analytical skills with the ability to interpret performance reports and translate findings into clear, actionable guidance for partners
~ Strong presentation skills with the ability to communicate performance data, insights, and recommendations clearly to both technical and non-technical audiences
~ CPL, CPA, conversion funnels, lead quality scoring, and return on lead spend
~ Comfortable in conversations with lenders, underwriters, and sales managers about lead performance and program fit
~ comfortable managing a portfolio of 20 active accounts
~ Ability to travel approximately 5 to 10% of the time for partner meetings, industry events, and team offsites.
On-Target Earnings: $100,000 to $120,000 with uncapped commission potential
Comprehensive health, dental, and vision coverage
Flexible PTO and company-wide recharge days