Quick Summary
Lead to Sales conversion rate Policy sales CPA Lead volume and spend growth Conduct weekly/monthly performance reviews and present data-driven insights.
Excel, Google Sheets (Pivot Tables, VLOOKUP), or SQL. CRM proficiency (Salesforce preferred) for performance tracking. Self-motivated, able to manage multiple accounts and projects.
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.
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!
Responsibilities
~1 min read- →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.
Requirements
~1 min read- 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.
- Reports to: SVP of Revenue
- Direct reports: None
What We Offer
~1 min readIf 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 https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.
Location & Eligibility
Listing Details
- First seen
- September 26, 2026
- Last seen
- September 26, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 52%
- Scored at
- September 26, 2026
Signal breakdown
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