Upgrade, Inc.

• Build and manage a high-velocity prospecting engine across outbound channels (email, phone, LinkedIn, social) to generate qualified meetings. • Identify, research, and prioritize high-potential accounts and buyer personas across e-commerce, payments, and retail decision-makers (e.g., VPs of eCommerce, CFOs, and Heads of Payments). • Translate FlexPay’s BNPL value proposition into clear, compelling outreach that resonates with both technical and business stakeholders. • Qualify inbound interest to surface pain points, assess fit, and convert into high-quality pipeline. • Experiment with messaging, sequencing, and targeting to refine our early go-to-market motion. • Collaborate closely with Sales, Marketing, and Partnerships to align on ICP, narratives, and campaign execution. • Multi-thread into target accounts and nurture relationships with executives and key decision-makers. • Maintain CRM excellence — track activity, manage pipeline hygiene, and deliver accurate activity and meeting forecasts.

• Drive net-new business for Flex Pay by prospecting, qualifying, nurturing, and closing Enterprise and Mid-Market retail merchants. • Create consultative sales presentations, RFP proposals, and own the end-to-end contract negotiation process for new opportunities. • Develop and implement a data-driven sales strategy aligned with company goals to drive revenue growth and market penetration, while streamlining sales processes. • Work closely with Product, Design, Data, Risk, Marketing, Legal, and other teams to ensure the Flex Pay team is continuously improving the product offering. • Identify and cultivate strategic partnerships with merchants, PSPs, e-commerce platforms, and digital wallets to expand adoption of BNPL solutions. • Own sales targets, pipeline management, and forecasting, ensuring consistent achievement of KPIs and revenue goals. • Leverage customer feedback, market insights, and industry trends to refine sales approaches and inform product development and adoption.

Title: Lifecycle Marketing Manager Location: San Francisco United States Job Description: About the Role: As a member of the Lifecycle Marketing team, this role will own and strategically guide lifecycle marketing programs to deliver long-term growth through high impact campaigns and journeys spanning the entire lifecycle across email, push notifications, SMS and in-app messaging. You'll plan, build, and implement scalable, predictable, and repeatable lifecycle programs that achieve growth targets while improving customer engagement. You'll work cross-functionally along with product, engineers, operations, and compliance - to improve engagement through the building out and maturing of our lifecycle marketing engine, ensuring our prospects and customers receive relevant and compelling email/push/SMS/in-app messages that drive our business forward. This is a hybrid role based in our San Francisco office two days per week. What You'll Do: - Develop and launch new lifecycle programs, optimize existing programs, and continuously iterate on our channel and testing strategies: creative, offer, cadence, audience, et al. - Manage end-to-end development and execution of data-driven initiatives, partnering with stakeholders throughout the process, including initial planning, creative development and approvals, audience development, and testing strategy - Create and manage highly-segmented customer journey flows with actionable trigger points with both static and dynamic content to drive conversion and engagement - Sizing, projecting, and analyzing the impact of initiatives on conversion and engagement metrics, working with analytics to establish measurement frameworks that show impact of our programs - Leverage platform capabilities, APIs, machine-learning models, and behavioral data to drive more personalized automated experiences that deliver business results and improve relevance - Identify and implement new tests and tactics, continually seeking to innovate to drive improved results - Analyze campaign results, develop benchmarks, and create and share performance updates and learnings - Establish a strong working relationship with cross-functional stakeholders in our Product, Analytics, Design, and Marketing teams What We Look For: - 5+ years experience in Lifecycle Marketing, or CRM Operations - Proven success in in creating omni-channel lifecycle strategies and executing journeys/campaigns end-to-end, centered around improving key metrics through an empathetic, customer-centric lens - Proficiency with HTML, Liquid and SQL as well as some knowledge of what can be done with webhooks, API calls (e.g. Braze's Connected Content) - Proficiency in managing/scaling messaging/CRM/marketing automation platforms, including complex workflows and audience targeting - Expertise in lifecycle channel best practices, including segmentation, deliverability, and copy and design approaches with email, push, and SMS - Strong email-specific subject matter expertise, including ISP feedback loops, whitelists, and IP reputation, opt-in rules and CAN-SPAM law - High technical competence around data, including SQL, scripting, event schemas (e.g. JSON), etc. - Robust analytical skills w/ fluency in tools like Excel, Tableau, and Heap - quickly digesting large amounts of data, identifying trends, and pursuing the right questions to take action - Bias toward action and entrepreneurial, with ability to form hypotheses and test quickly, synthesize learnings, productionalize wins, and pivot strategies when called for - Ability to work independently with minimal guidance, while also able to build strong internal relationships and consensus on initiatives - Stellar project and time management skills with the ability to manage multiple projects in a fast paced atmosphere - Strong copywriting and editing experience with the ability to adapt to different tones of voice What We Offer You: - Competitive salary - 100% paid coverage of medical, dental and vision insurance - Unlimited vacation - Learning stipend for personal growth and development - Paid parental leave - Health & wellness initiatives The compensation range of this position in San Francisco, CA is USD $125,000-$170,000 annually plus benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience. #LI-Hybrid #BI-Hybrid For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.

Verify merchant applications, analyze financial statements, ensure compliance with regulations, and assess merchant risk profiles to enhance decision quality and improve processes in a dynamic, collaborative environment.

• Lead the integration process for a portfolio of partners across Travel industries. Responsibilities include, but are not limited to: • Partnering with Account Managers in being the integration expert for merchant partners • Initial discovery for integration compatibility • Preparing kick-off meetings and materials for partners • Gathering requirements for internal Engineering and cross-functional teams • Creating workflow tickets to track ongoing integrations, partner discoveries and troubleshooting with partners as needed • Work collaboratively with Integration team members and across the organization to improve processes and mitigate integration risks • Own ongoing integration expansion and investigation for partners within your portfolio, which includes ongoing monitoring and validation to ensure the integration continues to work as expected • Serve as escalation point for issues that impact the partner’s success (whether issues reported by the Account Management team or the partners directly) • Support the management of Salesforce pipeline for the Partner Success team • Use project management tools to track and communicate project status throughout the company • Assist in large scale company projects and own ad-hoc integration projects as needed (i.e. dev portal revamp, product documentation and knowledge transfer)

• Develop and maintain relationships with new and existing dealer partners • Act as a trusted advisor to dealership owners, GMs, and F&I managers • Conduct regular in-person dealership visits based on a structured drive schedule • Deliver consistent follow-up and service to ensure dealer satisfaction and loyalty • Identify, onboard, and activate new dealer partners • Drive dealer sign-ups and first deals (“activation”) • Re-engage inactive dealers (e.g., no deals in 90 days) and return them to production • Execute onboarding training to ensure dealers understand programs and systems • Achieve monthly funding and application volume goals • Increase contracts per active dealer and overall territory production • Focus on growing volume in Tier 3–5 segments while maintaining quality • Drive penetration targets (e.g., 3+ and 5+ deals per dealer per month) • Partner closely with underwriting/credit teams to structure deals effectively • Educate dealers on program guidelines, stips, and deal packaging • Improve pull-through by coaching dealers on submitting clean, fundable deals • Monitor dealer portfolio performance (delinquency, charge-offs, profitability) • Manage dealer mix to align with company risk appetite and profitability goals • Shift focus toward preferred collateral and higher-performing dealers • Ensure adherence to compliance, credit policies, and documentation standards • Conduct ongoing product and process training with dealership staff • Educate dealers on value-added products • Provide market insights and best practices to improve dealer success • Maintain a disciplined weekly drive schedule maximizing in-person dealer time • Track and manage activity through CRM (e.g., Salesforce) • Analyze territory performance and adjust strategy based on data • Participate in team calls, sales meetings, and performance reviews

• Build and manage a high-velocity prospecting engine across outbound channels (email, phone, LinkedIn, social) to generate qualified meetings. • Identify, research, and prioritize high-potential accounts and buyer personas across e-commerce, payments, and retail decision-makers (e.g., VPs of eCommerce, CFOs, and Heads of Payments). • Translate FlexPay’s BNPL value proposition into clear, compelling outreach that resonates with both technical and business stakeholders. • Qualify inbound interest to surface pain points, assess fit, and convert into high-quality pipeline. • Experiment with messaging, sequencing, and targeting to refine our early go-to-market motion. • Collaborate closely with Sales, Marketing, and Partnerships to align on ICP, narratives, and campaign execution. • Multi-thread into target accounts and nurture relationships with executives and key decision-makers. • Maintain CRM excellence — track activity, manage pipeline hygiene, and deliver accurate activity and meeting forecasts.

• Plan, implement, and manage highly strategic commercial activities and pipeline to short and long term business goals and annual revenue targets • Manage day-to-day operations for high-profile, strategic cruise accounts including promotions setup, performance health monitoring, merchant and customer support, and ongoing initiative preservation • Work closely with the teams to lead & attend meetings to monitor, troubleshoot, collaborate to solve issues, and communicate impacts/progress to internal/external stakeholders • Synthesize data such as performance metrics, credit metrics, and overall feedback to make effective recommendations • Serve as liaison between the Cruise Commercial business and Legal, Compliance, Fraud, Product, Analytics, Customer Service, and Underwriting/Credit teams, ensuring alignment and collaboration • Leverage Artificial Intelligence (AI) and automation to optimize business processes, reduce waste, improve quality, and enhance overall efficiency • Utilize your excellent organizational and time management skills to ensure projects remain on schedule