Senior Client Partner Success Manager (Sr. Manager or Director)

About MoneyGeek

MoneyGeek is a fast-growing personal finance and insurance platform that helps millions of people get to their financial happy place. We combine trusted editorial content, proprietary data, and technology-driven product funnels to connect consumers with the right insurance and financial products, while driving measurable performance for our partners.

We’re profitable, growing quickly, and scaling our Insurance partnerships across Auto, Home, SMB/Commercial, Life, Health, and Pet insurance verticals.

The Role

We’re hiring a Senior Client Partner Success leader to own and grow a portfolio of top insurance and marketing partners. Reporting to a co-founder, this person will serve as the executive-level point of contact responsible for revenue retention and expansion, commercial negotiations, and performance optimization across MoneyGeek’s insurance verticals.

This is both a strategic and hands-on role, ideal for someone who thrives at the intersection of business development, analytics, client success and growth.

What You’ll Do

• Own and grow the book of business: Lead strategic relationships with top carriers and partners across Auto/P&C, SMB/Commercial, Life, Health, and Pet.
• Drive revenue and performance: Hit retention and growth targets through active management of pricing, budgets, and conversion performance.
• Negotiate intelligently: Structure and negotiate CPL/EPL/CPC/CPA deals and program tiers that drive mutual ROI.
• Launch and optimize programs: Oversee launches of new funnels, landing pages, and state expansions; manage tests to improve EPC, CVR, and CPA.
• Translate insights into action: Use Power BI, Looker, and client portals/APIs to extract insights and drive continuous optimization.
• Lead executive-level communication: Deliver clear, data-driven QBRs and performance reviews that deepen trust and unlock more budget.
• Resolve issues swiftly: Partner with Product, Engineering, SEO/Content and BI to address feed, tracking, or data integrity problems.
• Systematize success: Build and document repeatable playbooks and best practices for scaling client success operations.
• Champion our partners: Capture and relay the voice of the customer to influence MoneyGeek’s product and content roadmap.

Qualifications

• 5–10 years in Client Success, Account Management, or Partnerships within insurance, insurtech, lead generation, or performance marketing
• Proven experience owning seven-figure books of business and negotiating pricing/budget increases
• Strong grasp of performance marketing metrics (EPC, CVR, CTR, CPA) and their drivers
• Analytical comfort with Power BI, Looker, related tools and client performance dashboards
• Strong communication and executive-level presence; able to lead high-stakes conversations with carrier partners
• Highly organized, detail-oriented, and action-biased in a fast-moving environment
• Willingness to travel 4–5 times per year for key meetings and conferences

Nice to Haves

• Direct experience managing relationships with insurance carriers or affiliate networks
• Familiarity with paid search, landing-page testing, and conversion funnel optimization
• Knowledge of regulatory and licensing nuances across P&C, SMB/Commercial and Life insurance products

Compensation & Benefits

• Base Salary: $100,000–$130,000 (DOE)
• Incentives: Performance-based bonus tied to revenue growth and client success metrics
• Equity: Stock equity participation
• Benefits: Generous PTO, paid sabbatical, comprehensive health coverage, and remote-first flexibility

How We Work

At MoneyGeek, we value builders, people who think in systems, communicate clearly, and focus relentlessly on outcomes. You’ll work directly with the senior leadership team and cross functionally, with the autonomy and resources to make an outsized impact.

More About MoneyGeek

We are a startup with the mission to educate our users and help them make smarter personal finance decisions by providing best-in-class content and tools that connect them to the right financial products and services. Making money decisions is tough. It’s complicated. It’s emotional. We are here to help. Personal finance education has been overlooked for too long, MoneyGeek is here to help consumers be smarter about their finances.

The founders of MoneyGeek are Doug Jones and Dan Schuessler who led ABUV Media to a very successful exit in 2018. More details here: http://petskyprunier.com/_petskyprunier.com/dynamic/user_firm_news-file-280.pdf

Come join us on Team MoneyGeek

MoneyGeek provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran or disability status. In addition to federal law requirements, MoneyGeek complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Applicants must be authorized to work in the United States without sponsorship, now or in the future. MoneyGeek is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive, high-performing culture.