Account Manager

Job description

We are looking for a data-driven and results-oriented Account Managerto optimize and growpartner relationships in the insurance lead generation industry. This role requiresstrong analytical skills, KPI-driven performance tracking, and revenue optimization expertise.

This is a remote role, travel is required for local team meetups, industry conferences, and company summits throughout the year. Candidates should be local to the Miami, FL area.

Key responsibilities

• Manage a portfolio of partners, ensuring robust monthly and yearly revenue growth.
• Track and optimize key KPIs, including:
• • Lead to Sales conversion rate
  • Policy sales CPA
  • Lead volume and spend growth
• Conduct weekly/monthly performance reviews and present data-driven insights.
• Identify and execute upsell/cross-sell strategies, driving consistent YoY partner spend increase.
• Collaborate with internal marketing team to enhance lead distribution and lead performance.

Qualifications

• 2+ years in account management, performance marketing, or lead generation.
• Proven experience meeting KPIs in a lead-driven environment.
• Strong data analysis skills: Excel, Google Sheets (Pivot Tables, VLOOKUP), or SQL.
• CRM proficiency (Salesforce preferred) for performance tracking.
• Self-motivated, able to manage multiple accounts and projects.
• Excellent communication skills for client presentations and reporting.

Reporting relationships

• Reports to: SVP of Revenue
• Direct reports: None

Compensation mix

• Fixed base salary
• Variable performance bonus
• Long term value through Incentive Units
• $1,000 Learning Allowance
• Company-sponsored benefits

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short term disability insurance
• Long term disability insurance
• 401(k) plan
• Flexible schedule
• Paid time off
• Parental leave

Perks

• Holidays, vacation, and personal paid time-off
• Work-life flexible while committed to growth
• The entire company is remote/work from home
• Company provided computer hardware/software
• Unlimited growth and development opportunities

Next steps

If you are interested in this opportunity, want to grow with a company that is invested in you and the future, apply now to be considered for this position! It is highly recommended you read our culture memo at https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.