Agency Success Manager

SmartFinancial

3h•$150,000 - $180,000•Remote

About The Position

GOAL is a marketing technology platform built for insurance agencies. We provide agents with the proprietary tools and strategic guidance they need to attract, capture, and convert insurance shoppers into paying customers. We've spent over 15 years in insurance marketing, and we've built solutions that help agents take control of their own growth. Our platform includes customizable sales funnels, targeting tools, compliance-focused tech, and professional branding services designed to put agents in the driver's seat of their customer acquisition. We are looking for a strategic Agency Success Manager who operates more like a strategic business consultant to agency owners, than a support rep. In this role you will be responsible for overseeing the post-sale client lifecycle and improving client operational efficiency, revenue performance and long-term retention. Rather than executing routine tasks, In this role, you own the post-sale journey. You will onboard new agencies, but your primary focus is Operational Efficiency and Account Expansion. You will analyze client business performance data, diagnose operational and process deficiencies, and exercise independent judgment in recommending strategic changes to client marketing operations and internal workflows to best ensure they convert the traffic we generate.

Requirements

3-5 years of Strategic Sales, Customer Success or Account Management experience (SaaS, AdTech, InsureTech, or Marketing Services preferred).
Proven Retention/Growth Track Record: You can point to specific examples where you grew a book of business or saved at-risk accounts.
Operational Mindset: You understand sales funnels and can diagnose where a lead is falling out of the process.
Radical Candor: Ability to deliver constructive feedback to business owners regarding their team's performance.

Nice To Haves

Experience working with Insurance Agents or High-Velocity Sales teams.
Familiarity with CRMs (Ricochet, AgencyZoom, Convoso) and lead distribution logic.

Responsibilities

Lead high-impact onboarding sessions to ensure agents aren't just "logged in," but operationally ready to handle volume.
Validate that the client's campaigns are right-priced to generate the desired fulfillment within the desired geographies and targeted consumer profiles.
Conduct regular performance reviews using data to tell the truth about campaign health.
Differentiate between a "Marketing Problem" (bad leads) and a "Process Problem" (poor follow-up) and prescribe the right fix.
Identify sources of efficiency, and monitor answer rate on inbound calls.
Drive Net Revenue Retention (NRR) by identifying opportunities to upsell clients into new campaign types (Auto, Home, etc.) or increase their daily ad spend.
Proactively address churn risks by identifying "Signs" of disengagement early (e.g., low engagement rates, unworked leads, missed calls).
Gather qualitative feedback from the front lines to help our Product team refine our value proposition.
Turn successful clients into evangelists, generating referrals and case studies.