Account Manager

Summary

Excel™ is a digital advertising and performance marketing company that helps insurance brands acquire high-quality prospects at scale. The Account Manager will optimize and grow partner relationships by tracking performance KPIs, identifying revenue opportunities, conducting performance reviews, and collaborating on lead distribution and performance.

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

Skills

• 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
• 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

Qualifications

Must Haves

• 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
• 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

Benefits

• Variable performance bonus
• Long term value through Incentive Units
• $1,000 Learning Allowance
• Company-sponsored 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
• 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