Client Success Manager

MediaAlpha; Phoenix (AZ); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Bonus program

RSU program

Health Insurance

Dental Insurance

Vision Insurance

Long-term disability

Life insurance

401(k) matching

PTO + Birthday & holidays

Professional development reimbursement

Masterclass subscription

Device & wellness reimbursement

Calm app

Parental leave

Dog-friendly offices

Pet adoption reimbursement

Job summary

MediaAlpha is a Phoenix-based provider of customer acquisition solutions for insurance leads. The Client Success Manager will maintain and grow a book of business, serve as a trusted consultant to agents, and partner with Marketing, Product, and Sales to improve the agent experience.

Responsibilities include onboarding new agents, setting up accounts, and driving quarterly growth through tailored recommendations and data-driven optimization in collaboration with cross-functional teams.

Qualifications

• 2–3 years of Client Success experience preferred.
• Strong relationship-building and a client-focused mindset.
• Proficiency with Salesforce, Outreach, Slack, and Google Workspace.
• Receptive to feedback and eager to learn.
• Excellent verbal and written communication skills.
• Able to work independently and as part of a team.
• Collaborative spirit and team-focused.
• Goal-oriented with a strategic mindset.

Responsibilities

• Set up new agent accounts and integrations.
• Onboard new agents within 24 hours of assignment.
• Conduct regular one-on-one consultations with assigned agents.
• Offer tailored recommendations to grow their business.
• Optimize and expand accounts to meet quarterly growth targets.
• Monitor agent lead return rates and account balances.
• Maintain and update Salesforce reports and dashboards.
• Analyze MediaAlpha platform data to identify optimization opportunities.
• Collaborate with Marketing, Product, and Sales to drive improvements.

Skills

Client success

Relationship-building

Communication

Teamwork

Independent work

Strategic thinking

Feedback oriented

Tools

Salesforce

Outreach

Slack

Google Workspace

Job description

MediaAlpha is a customer acquisition solutions provider powered by technology and data science. The company provides industry-leading solutions designed to reach consumers shopping within high-consideration categories such as property and casualty insurance, health insurance, life insurance, and more.

MediaAlpha is growing in the Agent Lead Marketplace, where insurance agents can buy consumer leads through our transparent, efficient platform. To help maintain and grow our agent lead business, we are looking for a Client Success Manager. Reporting to the Director of Client Success, you will be responsible for maintaining and growing your own book of business.

Objectives of this Role

• Represent MediaAlpha’s agent team, starting with a comprehensive understanding of our target agents and our lead platform
• Maintain and grow a book of business
• Be an extension of your agents’ teams by taking on the role of a trusted consultant
• Consistently look for ways to improve the MediaAlpha for Agents experience by soliciting constructive feedback and clearly communicating actionable items and ideas to internal teams
• Help grow the MediaAlpha agent business by increasing spend and soliciting referrals from existing agents

Key Responsibilities

• Set up new agent accounts and integrations.
• Onboard new agents within 24 hours of assignment.
• Conduct regular one-on-one consultations with assigned agents, offering tailored recommendations to help grow their business.
• Optimize and expand accounts to meet quarterly growth targets.
• Monitor agent lead return rates and account balances.
• Maintain and update Salesforce reports and dashboards.
• Analyze MediaAlpha platform data to identify optimization opportunities.
• Collaborate with cross-functional teams, including Marketing, Product, and Sales, to drive improvements and innovations in the agent business.

Required Qualifications & Skills

• 2-3 years of Client Success experience preferred.
• Strong relationship-building skills and a client-focused mindset.
• Proficiency in technology tools such as Salesforce, Outreach, Slack, and Google Workspace.
• Receptive to feedback and eager to learn and improve.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Collaborative spirit—willing to support colleagues and celebrate team successes.
• Goal-oriented with a strategic mindset, contributing to both individual and team success.

We are excited to offer a competitive base pay range of $60,000 to $65,000 per year for this position, based on experience and qualifications. But that's not all - as a valued member of our team, you will also have access to an array of top-notch benefits, including:

• Annual bonus program and participation in our Restricted Stock Unit program
• 100% Employer-paid health, dental, and vision insurance for you, your dependents, and spouse or registered domestic partner
• 100% employer-paid long-term disability and life insurance
• 401(k) retirement plan with matching contributions to help you plan for your future
• Open Paid Time Off policy with a birthday day off and 11 holidays
• Professional development reimbursement along with a subscription to Masterclass
• Cell Phone, Wellness, and Internet expense reimbursement, along with a subscription to the Calm App
• 100% fully paid parental leave for team members up to 22 weeks for the primary caregiver and 12 weeks for the secondary caregiver
• Dog-friendly offices (LA and AZ) along with a $300 pet adoption reimbursement

Diversity, Equity, and Inclusion

MediaAlpha is committed to fostering, cultivating, and maintaining a culture of diversity, equity, and inclusion. Our philosophy and actions are built on the premise that as an employer and citizens of our communities, we can create opportunities for lasting change.

MediaAlpha will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local "Fair Chance" laws. We are also committed to providing reasonable accommodations for qualified applicants with disabilities and disabled veterans in our application process. If you need assistance or an accommodation due to a disability, please contact us at [e-mail] or [phone].