Client Growth & Strategy

Waterstone Human Capital; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Job summary

Waterstone Human Capital is seeking a Client Partner, Growth & Strategy to own and grow a portfolio of top insurance and marketing partners. You will drive revenue retention, optimization, and strategic negotiations at the executive level.

You'll manage pricing, budgets, and program tiers across Auto, Home, SMB/Commercial, Life, Health, and Pet verticals while leveraging data to shape product and content roadmaps. Extensive travel is expected.

Qualifications

• 5–10+ years in Client Success, Account Management, or Partnerships within insurance, insurtech, lead generation, or performance marketing.
• Proven experience owning seven-figure books of business and negotiating pricing/budget increases.
• Strong grasp of performance marketing metrics (EPC, CVR, CTR, CPA) and their drivers.
• Analytical comfort with Power BI, Looker, and related client performance dashboards.
• Strong communication and executive-level presence; able to lead high-stakes conversations with carrier partners.
• Highly organized, detail-oriented, and action-biased in a fast-moving environment.
• Willingness to travel 4–5 times per year for key meetings and conferences.

Responsibilities

• Own and grow the book of business: lead strategic relationships with top carriers and partners across Auto/P&C, SMB/Commercial, Life, Health, and Pet.
• Drive revenue and performance: hit retention and growth targets through active management of pricing, budgets, and conversion performance.
• Negotiate intelligently: structure and negotiate CPL/EPL/CPC/CPA deals and program tiers that drive mutual ROI.
• Launch and optimize programs: oversee launches of new funnels, landing pages, and state expansions; manage tests to improve EPC, CVR, and CPA.
• Translate insights into action: use Power BI, Looker, and client portals/APIs to extract insights and drive continuous optimization.
• Lead executive-level communication: deliver clear, data-driven QBRs and performance reviews that deepen trust and grow budget.
• Resolve issues swiftly: partner with Product, Engineering, SEO/Content, and BI to address feed, tracking, or data integrity problems.
• Systematize success: build and document repeatable playbooks and best practices for scaling client success operations.
• Champion partners: capture and relay the voice of the customer to influence the product and content roadmap.

Skills

Client success

Account management

Partnerships

Pricing strategy

Executive communication

Negotiation

Tools

Power BI

Looker

Job description

A profitable, fast-growing personal finance and insurance technology platform is hiring a Client Partner, Growth & Strategy to own and grow a portfolio of top insurance and marketing partners. This company helps millions of people navigate financial decisions by connecting them with the right insurance and financial products, combining editorial content, proprietary data, and technology-driven product funnels with performance marketing to drive measurable results for its partners. The business is scaling its insurance partnerships across Auto, Home, SMB/Commercial, Life, Health, and Pet verticals.

This is an executive-level, hands-on role reporting directly to a co-founder. You'll be responsible for revenue retention and expansion, commercial negotiations, and performance optimization across the company's insurance verticals. It's a role for someone who thrives at the intersection of business development, analytics, client success, and growth, and who wants a seat close to the top of a company that's already profitable and moving fast.

Why This Role

Most client success leaders manage a book of business someone else built. Here, you inherit a strategic portfolio of top carriers and partners and get real authority to reshape pricing, budgets, and program structure to grow it. You'll negotiate directly with executive-level partner contacts, not just execute pre-set terms, and your read on the data will shape what gets built next. For someone who wants ownership over outcomes rather than a seat further down the org chart, this is that seat.

What You'll Do

• Own and grow the book of business: lead strategic relationships with top carriers and partners across Auto/P&C, SMB/Commercial, Life, Health, and Pet.
• Drive revenue and performance: hit retention and growth targets through active management of pricing, budgets, and conversion performance.
• Negotiate intelligently: structure and negotiate CPL/EPL/CPC/CPA deals and program tiers that drive mutual ROI.
• Launch and optimize programs: oversee launches of new funnels, landing pages, and state expansions; manage tests to improve EPC, CVR, and CPA.
• Translate insights into action: use Power BI, Looker, and client portals/APIs to extract insights and drive continuous optimization.
• Lead executive-level communication: deliver clear, data-driven QBRs and performance reviews that deepen trust and grow budget.
• Resolve issues swiftly: partner with Product, Engineering, SEO/Content, and BI to address feed, tracking, or data integrity problems.
• Systematize success: build and document repeatable playbooks and best practices for scaling client success operations.
• Champion partners: capture and relay the voice of the customer to influence the product and content roadmap.

Requirements

• 5–10+ years in Client Success, Account Management, or Partnerships within insurance, insurtech, lead generation, or performance marketing.
• Proven experience owning seven-figure books of business and negotiating pricing/budget increases.
• Strong grasp of performance marketing metrics (EPC, CVR, CTR, CPA) and their drivers.
• Analytical comfort with Power BI, Looker, and related client performance dashboards.
• Strong communication and executive-level presence; able to lead high-stakes conversations with carrier partners.
• Highly organized, detail-oriented, and action-biased in a fast-moving environment.
• Willingness to travel 4–5 times per year for key meetings and conferences.

Nice to Haves

• Direct experience managing relationships with insurance carriers or affiliate networks.
• Familiarity with paid search, landing-page testing, and conversion funnel optimization.
• Knowledge of regulatory and licensing nuances across P&C, SMB/Commercial, and Life insurance products.