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[Remote] Director, Agent Growth and Strategy

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Upgrade, Inc. is a company focused on providing affordable and responsible financial products to improve customers' financial well-being. The Director, Agent Growth and Strategy will lead the Flex Pay Agent Program, overseeing its strategic vision and execution to drive growth and improve relationships with Travel Advisors and Agencies.

Responsibilities

  • Own and execute the Agent Program strategy, engaging Travel Advisors and Agencies through targeted marketing, incentive programs, and awareness campaigns
  • Define and track key performance metrics across all Agent Program initiatives — including marketing campaigns, webinars, conferences, incentives, and trainings — and leverage data to continuously optimize program effectiveness
  • Build and deepen relationships with top Agency Partners by expanding current program value, identifying growth opportunities, and pitching new Flex Pay solutions
  • Own and actively manage business development pipeline for new Agency Partners and expansion opportunities within the existing portfolio
  • Develop growth strategy with Agency Partners via multi-channel approach and tapping into partners’ technology offerings
  • Define and continuously improve internal processes supporting account registration, maintenance, and performance reporting
  • Identify actionable insights from data and agent feedback, and translate them into strategic recommendations and operational best practices
  • Develop, maintain, and iterate on agent training materials and programs to improve engagement, product knowledge, and program adoption
  • Partner with internal Product team to streamline Agent Product Solutions with a focus on user experience and operational efficiency
  • Collaborate with Marketing, Compliance, and Legal teams on campaign development, ensuring all deliverables meet partner specifications and timelines
  • Serve as a key internal communicator, ensuring agent program targets and milestones are aligned with broader business goals
  • Partner with Flex Pay Commercial teams to ensure up-to-date knowledge of Agent solutions for the broader partner portfolio
  • Support other Commercial teams as needed on training
  • Work closely with Customer Service to enhance operational processes and enable effective agent support
  • Partner with Fraud Operations to monitor program activity and proactively mitigate risk
  • Lead, develop, and retain the agent program team by setting clear goals, establishing accountability frameworks, and delivering consistent performance feedback
  • Build and execute individualized development plans for each team member, identifying skill gaps and creating targeted opportunities for growth
  • Foster an inclusive, collaborative, and results-oriented team culture that drives engagement and retention
  • Set clear team priorities and manage workload distribution, ensuring resources are allocated effectively across concurrent initiatives
  • Serve as an escalation point for team members on complex partner issues, providing coaching and guidance to build problem-solving capability

Skills

  • 10+ years of Travel Agency experience with a focus on strategy, technology, training, and business development
  • Deep knowledge of Travel Agencies' booking systems, their UX and capabilities
  • Proven experience developing training materials and delivering training in-person or via webinar
  • Excellent analytical and presentation skills
  • Superior written and verbal communication skills; ability to translate user and partner feedback into actionable product requirements for non-partner-facing stakeholders
  • Demonstrated ability to manage multiple concurrent priorities calmly under pressure and ambiguity
  • Methodical problem-solving skills with a continuous improvement mindset
  • Highly organized, detail-oriented, and able to work independently
  • Demonstrated experience managing direct reports, team development, and budget oversight
  • Bilingual in English and French or English and Spanish (oral and written)

Benefits

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives

Company Overview

  • Upgrade helps customers move in the right direction with affordable and responsible financial products. It was founded in 2016, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.upgrade.com.
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