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
Are you good at building relationships and analyzing information? Do you thrive in roles where you can own the outcome? In this position, you'll manage a portfolio of business clients who trust us with substantial advertising budgets. Your main goal is to use what you learn from their campaign performance to help their business grow. By creating real value, you'll build partner trust and increase sales.
This role is about complete ownership: When our partners succeed, you succeed. When they have problems, you solve them. You'll build relationships by being truly knowledgeable and by consistently delivering good results, not just by chatting. If you do this well, your accounts will grow naturally because you create real value for partners
Key responsibilities
Account Management & Growth
- Manage 15–20 enterprise accounts (monthly budgets $50K - $500K+).
- Work with a P&C focused team.
- Partner with Fortune 500 companies on marketing needs.
- Develop account strategies informed by performance metrics and market trends.
- Create pricing plans that match the value we provide, the results we get, and what our partners want to achieve.
- Maintain accurate records and pipeline in Salesforce and Asana.
Performance Analysis & Optimization
- Analyze performance across accounts to identify trends and opportunities to improve.
- Work with teams inside and outside the company to apply data-informed campaign strategies.
- Troubleshoot performance issues and coordinate with tech teams to solve them.
- Document your successes and share insights across the company.
Client Communication
- Serve as the primary point of contact for assigned accounts.
- Present data to clients as clear, actionable suggestions and narratives.
- Handle escalations and complex situations calmly and professionally
- Build relationships with stakeholders across organizational levels.
Qualifications
- Strong analytical and problem-solving skills. You understand how to track KPIs and meet performance metrics.
- Excellent written and verbal communication. You are clear, concise, and persuasive.
- Reliable and self-directed. You have a strong sense of ownership and accountability.
- Proactive, organized, and focused on measurable outcomes.
Nice-to-Have:
- 1–3 years in B2B account management, performance marketing, insurtech, or SaaS.
- Experience with Google Ads, Taboola, or similar platforms.
- Experience with CRM systems (Salesforce preferred).
- Proven track record of managing and growing existing accounts.
Reporting relationships
- Reports to: Director of Account Managers (P&C)
- Direct reports: None
Compensation mix
- Fixed base salary
- Variable performance bonus
- Transactional Bonus
- $1,000 Learning Allowance/year
- Separate budget for conferences/events
- 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
Some benefits may vary depending on applicability/availability.
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 https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.
