Note: The job is a remote job and is open to candidates in USA. MoneyGeek is a fast-growing personal finance and insurance platform that connects consumers with financial products while helping partners drive measurable performance. The Client Partner Growth & Strategy leader will own and expand strategic insurance partner relationships, manage revenue retention and growth, negotiate commercial terms, and optimize performance through analytics, program testing, and executive-level communication.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- Performance-based bonus tied to revenue growth and client success metrics
- Stock equity participation
- Generous PTO
- Paid sabbatical
- Comprehensive health coverage
- Remote-first flexibility
Company Overview