About Excel™

Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, 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: Acquiring great customers should be simple.  
• Our Mission: Helping insurance brands acquire the right customers at scale.
• Our Values:  E - Embrace Simplicity, X - XL Impact, C - Customer Centric, E - Extreme Ownership, L - Laser Focused.

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!

About the role

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