Client Growth – Strategy

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership and expand the business portfolio: Cultivate strategic partnerships with leading carriers and collaborators in Auto/P&C, SMB/Commercial, Life, Health, and Pet sectors.

• Enhance revenue and performance: Achieve retention and growth objectives through proactive management of pricing strategies, budgets, and conversion metrics.

• Negotiate effectively: Develop and negotiate CPL/EPL/CPC/CPA agreements and program tiers that yield shared ROI.

• Initiate and refine programs: Oversee the launch of new funnels, landing pages, and geographic expansions; conduct tests to enhance EPC, CVR, and CPA.

• Convert insights into actionable strategies: Utilize Power BI, Looker, and client portals/APIs to gather insights and foster ongoing optimization.

• Facilitate executive-level communication: Present clear, data-informed QBRs and performance reviews to strengthen trust and secure additional budget.

• Address issues promptly: Collaborate with Product, Engineering, SEO/Content, and BI teams to resolve feed, tracking, or data integrity challenges.

• Systematize achievements: Create and document repeatable playbooks and best practices for scaling client success operations.

• Advocate for our partners: Gather and communicate customer feedback to shape MoneyGeek’s product and content development roadmap.

⛳️ Requirements

• 5–10+ years of experience in Client Success, Account Management, or Partnerships in insurance, insurtech, lead generation, or performance marketing.

• Demonstrated track record in managing seven-figure business portfolios and negotiating pricing and budget increases.

• Solid understanding of performance marketing metrics (EPC, CVR, CTR, CPA) and their influencing factors.

• Comfortable with analytical tools such as Power BI, Looker, and client performance dashboards.

• Excellent communication skills and a commanding executive presence; capable of leading critical discussions with carrier partners.

• Highly organized, detail-oriented, and proactive in a dynamic environment.

• Availability to travel 4–5 times annually for essential meetings and conferences.

🏝️ Benefits

• Generous PTO

• Paid sabbatical

• Comprehensive health coverage

• Remote-first flexibility