Account Analyst, Upgrade
Uplift
Stock option plan available
Offering responsible credit to mainstream consumers
Job no longer available
Offering responsible credit to mainstream consumers
1001+ employees
Job no longer available
Stock option plan available
1001+ employees
Company mission
To help our customers move in the right direction with responsible financial products that put more money in their pocket.
Role
Who you are
- Bachelor's degree in Business, Marketing, or a related field
- 2+ years of proven experience in a sales support or account coordination role, preferably in an enterprise or B2B environment. Travel industry experience preferred
- Strong organizational skills with the ability to prioritize tasks and manage time effectively
- Excellent communication skills, both written and verbal
- Presentation and public speaking skills
- Proficiency in Google Suite, Salesforce, Tableau and Jira
- Detail-oriented mindset with a focus on accuracy and quality
- Ability to work collaboratively in a team-oriented environment
- Travel to functions, trade shows, and/or accounts as required
What the job involves
- We are currently looking for a dynamic and energetic self-starter to provide sales, operational and account support across our fastest-growing travel verticals (Airlines, Cruise, Package Vacations, and Hospitality)
- As an Account Coordinator, working across multiple cross-functional teams and engaging with numerous external partner stakeholders, you are well organized, have a keen eye for detail, and a proven ability to deliver results through others
- This is an opportunity to work alongside the biggest and most respected brands across the travel industry, supporting and gaining experience from our team of travel industry veterans
- Sales Support: Assist in the creation of sales presentations, proposals, and contracts
- Prepare sales-related documents and materials to support the sales team's efforts
- Account Management: Manage small/emerging accounts and provide support on large enterprise accounts
- Maintain a deep understanding of account needs and requirements
- Partner Support: Work closely with partner success and customer support teams to ensure operational excellence and resolve issues including but not limited to merchant inquiries, customer inquiries and operational investigations
- Data & Reporting: Provide regular performance reports and analysis for small/emerging accounts and support reporting and analytics needs for large enterprise accounts
- Coordination: Coordinate sales activities, including scheduling meetings, preparing sales documents, managing follow-up tasks and organizing internal meetings and offsites
- Collaboration: Work closely with cross-functional teams, including compliance, operations, marketing, product development, and customer service, to align efforts and deliver cohesive support to merchants and team members
- Market Research: Stay informed about industry trends, market conditions, and competitor activities
- Provide insights and recommendations to enhance sales strategies
Our take
Most credit cards don't encourage the owner to pay down their debt. The longer it takes to pay off the balance, the more money lenders are set to make. Upgrade is an online lender and card issuer doing things differently. The company offers personal loans and credit cards, but with a fixed instalment structure and a set number of equal payments. This ensures the balance reduces every month.
The company believes this model reduces default rates, as borrowers are forced to pay down rather than maintain their debt, and it encourages a greater commitment to repay the balance. Further, by combining the ease of a Visa card with the fixed payments and decreased rates of a personal loan, Upgrade sets itself apart from competitors.
In 2021, Upgrade launched its mobile banking and debit card to onboard new customers and increase loyalty. The fixed-rate nature of the company's cards is expected to be of use to customers in future years in an environment of rising rates. Off the back of impressive growth milestones in 2025, the company raised $165 million in Series G funding, raising its valuation to $7.3 billion, a comfortable position for a future IPO.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
18% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Oct 2025
$165m
SERIES G
Nov 2021
$280m
SERIES F
Total funding: $712m
Company benefits
- 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 HQ
Financial District, San Francisco, CA
Leadership
Renaud Laplanche
(Co-Founder & CEO)After an MBA at London Business School, Renaud spent 5 years as an Associate at Clearly Gottlieb Steen & Hamilton and co-founded MatchPoint. They then left Oracle after a year to co-found Lending Club in 2006 and co-founded Upgrade in August 2016.
Adelina Grozdanova
(Co-Founder & Head of Investor Group)Adelina started their career with 6 years at Morgan Stanley after a degree at Princeton. They left banking in 2012 to join Lending Club as VP, and after 3 years co-founded Upgrade, serving as Head of Investor Group since 2016.
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