Account Manager

Excel Impact

$73K — $90K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

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 robust monthly and yearly revenue growth
  • Track and optimize key KPIs, including lead to sales conversion rate, policy sales CPA, and 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 the internal marketing team to enhance lead distribution and performance

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
Full Job Description
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.

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

Next steps

If you are interested in this opportunity, want to grow with a company that is invested in you and the future, apply now to be considered for this position! It is highly recommended you read our culture memo at https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.

The pay range for this role is:

73,000 - 90,000 USD per year (US)

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