Account Manager

About Excel™

Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, and certified by Great Places to Work, Excel™ specializes in digital advertising and performance marketing, playing a pivotal role in connecting consumers with insurance brands, at scale. We partner with large strategic brands such as insurance carriers, brokers, and agencies, supplying them with high quality prospects looking for their services. This involves owning and operating top-rated insurance websites that we promote via paid search marketing driving the highest-intent consumers looking to acquire an insurance plan to meet their needs.

• Our Vision: Buying great insurance should be simple.
• Our Mission: Helping insurance brands acquire the right customers at scale.
• Our Values: Honesty, Passion, Intelligence, Innovation, Realness, Impactful, Proactive, Digital-First.

Our team

At Excel™ we believe remote working is an important way to enable people to achieve their best work while maximizing time efficiency and personal freedom. Our culture is based on team-based performance that is highly aligned but loosely coupled, extreme ownership, growth mindset, curiosity, personal accountability, and we flourish because of the creativity and input from our team members. As an agile and innovative company, we are always looking for our next high performer to help transform the future!

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 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)