Client Growth & Strategy (Sr. Manager or Director, DOE)

MoneyGeek·LinkedIn
Charlotte, NCFULL_TIMEPosted Jul 1, 2026
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Role responsibilities

Own and grow a portfolio of top insurance and marketing partners while driving revenue retention and expansion. Oversee launches of new funnels and manage tests to improve performance metrics.

Requirements

Candidates should have 5-10+ years of experience in Client Success or Account Management within the insurance or performance marketing sectors. A strong grasp of performance marketing metrics and analytical tools is essential.

Key skills

Client Success, Account Management, Partnerships, Performance Marketing, Negotiation, Data Analysis, Communication, Organization, Detail-Oriented, Problem Solving, Power BI, Looker, SEO, Content Strategy, Budget Management, Conversion Optimization

Keywords

Personal Finance, Insurance, Business Development, Analytics, Client Success, Performance Metrics, CPL, EPL, CPC, CPA, EPC, CVR, Data Integrity, Product Management, Marketing, SaaS, Remote Work

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