Account Manager

Excel™

Miami (FL)

Remote

USD 73,000 - 90,000

Full time

5 days ago

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Benefits offered by this job

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

Holidays, vacation, and personal paid

Job summary

Excel™ is seeking a data-driven Account Manager to optimize and grow partner relationships in the insurance lead generation industry. This remote role requires strong analytical skills, KPI-driven performance tracking, and revenue optimization expertise, with travel for local meetups and conferences.

Candidates should be local to the Miami, FL area, able to operate remotely, and comfortable presenting data-driven insights to the SVP of Revenue.

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 with ability to manage multiple accounts and projects.
Excellent communication skills for client presentations and reporting.

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 YoY partner spend increase.
Collaborate with internal marketing team to enhance lead distribution and lead performance.

Skills

2+ years in account management

KPI-driven performance tracking

Data analysis (Excel, Google Sheets, V

SQL

CRM proficiency (Salesforce)

Communication skills

Tools

Salesforce

SQL

Job description

About Excel™ Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, and certified by Great Places to Work, Excel™ specializes in digital advertising and performance marketing, playing a pivotal role in connecting consumers with insurance brands, at scale. We partner with large strategic brands such as insurance carriers, brokers, and agencies, supplying them with high quality prospects looking for their services. This involves owning and operating top-rated insurance websites that we promote via paid search marketing driving the highest-intent consumers looking to acquire an insurance plan to meet their needs.

Our Vision: Buying great insurance should be simple.
Our Mission: Helping insurance brands acquire the right customers at scale.

Our Vision: Buying great insurance should be simple.
Our Mission: Helping insurance brands acquire the right customers at scale.
Our Values: Honesty, Passion, Intelligence, Innovation, Realness, Impactful, Proactive, Digital-First.

Our team

At Excel™ we believe remote working is an important way to enable people to achieve their best work while maximizing time efficiency and personal freedom. Our culture is based on team-based performance that is highly aligned but loosely coupled, extreme ownership, growth mindset, curiosity, personal accountability, and we flourish because of the creativity and input from our team members. As an agile and innovative company, we are always looking for our next high performer to help transform the future!

Job Description

We are looking for a data-driven and results-oriented Account Manager to optimize and grow partner relationships in the insurance lead generation industry. This role requires strong 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