Client Growth & Strategy

What You'll Do

• Own and grow the book of business: lead strategic relationships with top carriers and partners across Auto/P&C, SMB/Commercial, Life, Health, and Pet.
• Drive revenue and performance: hit retention and growth targets through active management of pricing, budgets, and conversion performance.
• Negotiate intelligently: structure and negotiate CPL/EPL/CPC/CPA deals and program tiers that drive mutual ROI.
• Launch and optimize programs: oversee launches of new funnels, landing pages, and state expansions; manage tests to improve EPC, CVR, and CPA.
• Translate insights into action: use Power BI, Looker, and client portals/APIs to extract insights and drive continuous optimization.
• Lead executive-level communication: deliver clear, data-driven QBRs and performance reviews that deepen trust and grow budget.
• Resolve issues swiftly: partner with Product, Engineering, SEO/Content, and BI to address feed, tracking, or data integrity problems.
• Systematize success: build and document repeatable playbooks and best practices for scaling client success operations.
• Champion partners: capture and relay the voice of the customer to influence the product and content roadmap.

Requirements

• 5–10+ years in Client Success, Account Management, or Partnerships within insurance, insurtech, lead generation, or performance marketing.
• Proven experience owning seven-figure books of business and negotiating pricing/budget increases.
• Strong grasp of performance marketing metrics (EPC, CVR, CTR, CPA) and their drivers.
• Analytical comfort with Power BI, Looker, and related client performance dashboards.
• Strong communication and executive-level presence; able to lead high-stakes conversations with carrier partners.
• Highly organized, detail-oriented, and action-biased in a fast-moving environment.
• Willingness to travel 4–5 times per year for key meetings and conferences.

Nice to Haves

• Direct experience managing relationships with insurance carriers or affiliate networks.
• Familiarity with paid search, landing-page testing, and conversion funnel optimization.
• Knowledge of regulatory and licensing nuances across P&C, SMB/Commercial, and Life insurance products.