Broker Account Manager

About the role

This is a broker-first sales & relationship management role. You'll work daily with external brokerages to turn funded customers into repeat, subsequent deals while managing the direct customer relationship in parallel.

• Own a portfolio of existing customers end-to-end: upsells, renewals, and the harder conversations around churn.
• Build and maintain strong working relationships with our brokerage partners. Understand their book of business, be their go-to at Wayflyer, and work with them to get repeat customers back in for their next deal.
• Maintain an exceptional customer experience, leading with empathy and putting customers’ needs first as they navigate financial underwriting and renewals.
• Get fluent in each customer's numbers—cash flow, sales cycles, marketing spend, underwriting outcomes—enough to have a real opinion on what they need next, not just what they're asking for.
• Be fluent in our buy and sell rates so you can speak credibly to the broker on deal economics.
• Coach and enable customers & brokers to become product experts using Wayflyer dashboards & our broker portal.
• Maintain our high bar for customer satisfaction (currently rated 4.6 stars on Trustpilot).

Future Growth

This role can grow in one of two directions: moving into one of our newer verticals or into senior roles and then team leadership as we scale. Our broker channel is scaling rapidly, which means the people who perform here will have real options. We prioritize promoting from within.

Who Thrives Here

• You've worked in sales, account management, or broker relations before and understand exactly why you hit your number—and what to do differently when you didn’t.
• You don’t wait for a customer to ask for help; you’ve usually already spotted it.
• You’re energized by ambiguity, not paralyzed by it.
• You build rapport fast—with brokers and customers—knowing that the strength of both relationships is what gets money in the door.
• You’re comfortable navigating the US broker market and managing relationships across multiple brokerage firms simultaneously.

We hire for range. A track record of turning relationships into revenue is key. You bring innovative ideas to inspire customer loyalty and adoption. Knowledge of finance and accounting will be helpful.

Location and Schedule

📍 Charlotte, hybrid

Benefits

• 25 days off, plus public holidays.
• Private healthcare, life insurance, and 401k.
• Equity—because you should own a piece of what you're building.
• Generous parental leave for primary and secondary caregivers.
• 60 days a year to work abroad from wherever you want.