Account Manager

Excel

United States

Remote

USD 70,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) plan

Flexible schedule

Paid time off

Parental leave

Company provided hardware/software

Job summary

Excel is seeking an Account Manager to optimize and grow partner relationships in the insurance lead generation space. This remote role requires travel for local team meetups and conferences; candidates should be local to the Miami, FL area.

You will manage a portfolio of partners, track KPIs, and drive revenue growth with data-driven insights. Collaboration with marketing and cross-functional teams is essential to improve lead performance and spend.

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 and able to manage multiple accounts and projects.
Excellent communication for client presentations and reporting.

Responsibilities

Manage a portfolio of partners and drive monthly and yearly revenue growth.
Track and optimize KPIs including lead-to-sales conversion rate, policy sales CPA, and spend growth.
Conduct weekly/monthly performance reviews and present data-driven insights.
Identify and execute upsell/cross-sell strategies to increase partner spend YoY.
Collaborate with marketing to improve lead distribution and performance.

Skills

Account management

Lead generation

Performance marketing

Data analysis

Excel / Sheets

SQL

Salesforce CRM

Communication

Tools

Salesforce CRM

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.