Client Success Manager — Agent Growth & Partnerships

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 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.