MediaAlpha is growing in the Agent Lead Marketplace, where insurance agents can now acquire consumer leads through our transparent and efficient platform. To help maintain and grow our agent-lead business, we are looking for a Client Success Manager. Reporting to the Senior Manager of Client Success, you will be responsible for maintaining your own book of business, consisting of 300-350 agent accounts.

Work Location

Hybrid, Tempe, 2 days/week, Mondays and Wednesdays in-office

Role Objectives

• Represent MediaAlpha’s agent team, starting with a comprehensive understanding of our target agents and our lead platform
• Maintain and grow a book of business consisting of 300-350 agent accounts
• Be an extension of your agents’ teams by taking on the role of a trusted consultant
• Consistently look for ways to improve the MediaAlpha for Agents experience by soliciting constructive feedback and clearly communicating actionable items and ideas to internal teams
• Help grow the MediaAlpha agent business by increasing spend and soliciting referrals from existing agents

Responsibilities

• Set up new agent accounts and integrations
• Onboard new agents within 24 hours of being assigned
• Conduct regular 1:1’s with assigned agent accounts, giving recommendations to the agents on how they can grow their business with the MediaAlpha agent platform
• Grow agent spend in order to achieve a quarterly quota through account optimization and expansion
• Monitor agent lead return rates and balances
• Maintain Salesforce reports and dashboards
• Build and run reports on the MediaAlpha platform to help identify optimization opportunities for existing accounts
• Collaborate cross functionally with other teams and departments, including Marketing, Product, and Sales in order to help drive improvements and enhancements to the agent business
• Manage and triage inbound requests from self-service clients

Required Skills and Qualifications

• Bachelor’s degree required
• A minimum of 2-3 years of Client Success experience, a plus
• You have a dynamic personality with a customer-focused mindset
• Strong desire and ability to move up within a growing CS organization
• You are tech-savvy (Salesforce, Outreach, Slack, GSuite)
• You are coachable – you are willing to accept constructive feedback
• You have strong verbal and written communication skills
• You possess the ability to function both independently and as part of a team
• You are willing to lend a hand and celebrate the success of your teammates
• You are goal-oriented and view the bigger picture: we all chip in and support each other to hit our team and company goals!