Client Success Manager

MediaAlpha is a customer acquisition solutions provider powered by technology and data science. The company provides industry-leading solutions designed to reach consumers shopping within high-consideration categories such as property and casualty insurance, health insurance, life insurance, and more.

Hybrid: In-office Tuesday / Wednesday / Thursday

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

Objectives of this Role

• 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
• 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

Key Responsibilities

• Set up new agent accounts and integrations.
• Onboard new agents within 24 hours of assignment.
• Conduct regular one-on-one consultations with assigned agents, offering tailored recommendations to help grow their business.
• Optimize and expand accounts to meet quarterly growth targets.
• Monitor agent lead return rates and account balances.
• Maintain and update Salesforce reports and dashboards.
• Analyze MediaAlpha platform data to identify optimization opportunities.
• Collaborate with cross-functional teams, including Marketing, Product, and Sales, to drive improvements and innovations in the agent business.

Required Qualifications & Skills

• Bachelor’s degree required.
• 2-3 years of Client Success experience preferred.
• Strong relationship-building skills and a client-focused mindset.
• Proficiency in technology tools such as Salesforce, Outreach, Slack, and Google Workspace.
• Receptive to feedback and eager to learn and improve.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Collaborative spirit—willing to support colleagues and celebrate team successes.
• Goal-oriented with a strategic mindset, contributing to both individual and team success.