Affiliate Manager

Summary

Excel™ specializes in digital advertising and performance marketing that connects consumers with insurance brands. The Affiliate Manager will vet, onboard, and manage affiliate partners, monitor traffic quality and compliance, optimize performance, and support revenue growth through data-driven partner management.

Responsibilities

• Vet new affiliate opportunities from inbound pipeline and referrals
• Evaluate partner legitimacy, compliance, and scalability
• Coordinate contracts and onboarding paperwork
• Partner with technical teams to support integrations, tracking setup, and launch readiness
• Manage a portfolio of affiliate partners and monitor performance against internal KPIs
• Analyze reporting dashboards, buyer feedback, and call/transcription data to assess traffic quality and consumer experience
• Identify optimization opportunities and implement data-driven strategies to improve results
• Monitor fraud/compliance indicators and take action when standards are not met (caps, pauses, wind-downs)
• Support payout and pricing decisions based on performance and quality outcomes
• Serve as the primary point of contact for assigned affiliate partners
• Communicate performance insights and recommendations clearly and professionally
• Collaborate cross-functionally with Revenue, Compliance, Tech, and Affiliate teams to resolve issues and scale high-performing partners
• Maintain accurate workflows and documentation in tools like Asana

Skills

• 1–3 years of experience in B2B account management, affiliate marketing, performance marketing, insurtech, or SaaS
• Strong analytical and problem-solving skills. You understand how to interpret performance and quality KPIs to drive decisions
• Excellent written and verbal communication. You are clear, concise, and persuasive
• Reliable and self-directed. You demonstrate extreme ownership and accountability
• Proactive, organized, and focused on measurable outcomes
• Comfortable analyzing call, data leads and web traffic performance, focusing on quality metrics
• High level of comfort managing workflows, dependencies, updates, documentation, cross-functional collaboration, and accountability within a structured project management tool
• Hands-on experience with performance marketing and tracking platforms such as Tableau, Everflow, MediaAlpha, ActiveProspect (TrustedForm), Call Criteria, and similar CRM, reporting, and compliance tools
• Strong technical fluency and comfort navigating multiple data and lead management systems simultaneously; ability to quickly learn and adapt to new platforms
• Direct experience working in Asana, including building and maintaining projects, templates, automations, dashboards, and reporting views. Familiarity with using Asana as the central operational hub for team collaboration and execution is strongly preferred
• Proven track record of managing, optimizing, and growing partner or affiliate accounts in a performance-driven environment

Qualifications

Must Haves

• 1–3 years of experience in B2B account management, affiliate marketing, performance marketing, insurtech, or SaaS
• Strong analytical and problem-solving skills. You understand how to interpret performance and quality KPIs to drive decisions
• Excellent written and verbal communication. You are clear, concise, and persuasive
• Reliable and self-directed. You demonstrate extreme ownership and accountability
• Proactive, organized, and focused on measurable outcomes
• Comfortable analyzing call, data leads and web traffic performance, focusing on quality metrics
• High level of comfort managing workflows, dependencies, updates, documentation, cross-functional collaboration, and accountability within a structured project management tool

Nice to Haves

• Hands-on experience with performance marketing and tracking platforms such as Tableau, Everflow, MediaAlpha, ActiveProspect (TrustedForm), Call Criteria, and similar CRM, reporting, and compliance tools
• Strong technical fluency and comfort navigating multiple data and lead management systems simultaneously; ability to quickly learn and adapt to new platforms
• Direct experience working in Asana, including building and maintaining projects, templates, automations, dashboards, and reporting views. Familiarity with using Asana as the central operational hub for team collaboration and execution is strongly preferred
• Proven track record of managing, optimizing, and growing partner or affiliate accounts in a performance-driven environment

Benefits

• Fixed base salary
• Variable performance bonus
• Transactional Bonus
• $1,000 Learning Allowance/year
• Separate budget for conferences/events
• 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