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Excel Impact

Account Manager - Revenue

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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.


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 before applying to ensure you could be a good cultural fit.

Skills

See also

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