Lead Strategy Manager

Posted Sep 18

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

📋 Description

• Conduct analysis of agency and lead performance to uncover trends, opportunities, and performance gaps.

• Leverage data and performance insights to facilitate agency growth and inform business decisions.

• Track lead volume, quality, conversion rates, costs, and other pertinent performance metrics.

• Collaborate directly with agents and agency teams to comprehend challenges, pinpoint opportunities, and enhance lead performance and agent experience.

• Coordinate with external vendors to oversee lead performance, troubleshoot issues, and discover optimization opportunities.

• Work in partnership with Marketing, Regional Staff, District and Regional Managers, and leadership to ensure alignment on agency growth priorities and initiatives.

• Manage projects that involve agencies, vendors, and internal stakeholders.

• Assess lead-source and vendor performance, providing recommendations for optimization.

• Aid in lead routing and distribution strategies to enhance lead allocation and agency performance.

• Prepare and present reports, analyses, and recommendations to stakeholders.

• Identify avenues for boosting productivity, lead conversion, and overall marketplace performance.

• Transform data and analysis into clear, actionable business recommendations.

• Support ongoing improvement initiatives aimed at agency growth and marketplace effectiveness.


⛳️ Requirements

• High school diploma or equivalent is required.

• A Bachelor’s degree is preferred in finance, marketing, or business, or a comparable combination of education and experience.

• A minimum of five years of experience in insurance and marketing is required, ideally with experience in field distribution or sales.

• Previous experience in finance, including invoice review, processing, and validation (A/P, Accounting, or Auditing/QA) is preferred.

• Proven experience in vendor management and relationship building is required.

• Strong communication skills and the ability to negotiate contracts and services are essential.

• Experience in P&C, Life, Health, Mortgage, Financial Services, or other lead-driven industries is advantageous.

• Familiarity with programmatic media buying, digital advertising, DSPs, or AdTech is preferred.

• Experience with lead marketplace or performance marketing platforms is desirable.

• Proficiency in vendor performance management and optimization is required.

• Valid local legal authorization to work in Mexico is necessary at the time of hire.


🏝️ Benefits

• Comprehensive benefits package.

• Career development and training opportunities.

• Flexible work arrangements.

• Dynamic and inclusive work culture within a globally recognized group.

• Private Health Insurance.

• Pension Plan.

• Paid Time Off.

• Training & Development.

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