Account Manager

Excel; United States; Remote; USD 65,000 - 105,000; Full time

Benefits offered by this job

Holidays

Paid time off

Work-life balance

Remote work

Company hardware

Growth opportunities

Job summary

Excel is seeking a data-driven Account Manager to optimize and grow partner relationships in the insurance lead generation space. This remote role requires strong analytical skills, KPI-focused performance tracking, and revenue optimization expertise. Local to Miami, FL area.

You will manage a portfolio of partners, monitor revenue growth, analyze KPIs, and collaborate with marketing to improve lead distribution. Travel for annual meetups and conferences is required.

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.

Responsibilities

• Manage a portfolio of partners, ensuring monthly and yearly revenue growth.
• Track and optimize KPIs, including Lead to Sales conversion rate and CPA.
• Lead weekly/monthly performance reviews and present data-driven insights.
• Identify and execute upsell/cross-sell strategies for YoY partner spend increases.
• Collaborate with marketing to enhance lead distribution and performance.

Skills

Data analysis

Excel

Google Sheets

SQL

CRM proficiency

Communication

Multi-account management

Tools

Salesforce

Job description

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