Client Success Manager

MediaAlpha • Tempe, AZ

26d • Hybrid

About The Position

MediaAlpha is growing its Agent Lead Marketplace, where insurance agents can buy consumer leads through a transparent, efficient platform. The Client Success Manager helps maintain and grow the agent lead business by managing and expanding a personal book of business. Reporting to the Director of Client Success, this person serves as a trusted consultant and an extension of agents’ teams, while representing MediaAlpha’s agent team and developing a thorough understanding of its target agents and lead platform. The role also supports improvements to the MediaAlpha for Agents experience by gathering constructive feedback and sharing actionable ideas with internal teams.

Requirements

• Bachelor’s degree required.
• Strong relationship-building skills and a client-focused mindset.
• Proficiency with Salesforce, Outreach, Slack, and Google Workspace.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Receptiveness to feedback and eagerness to learn and improve.
• Collaborative spirit, including willingness to support colleagues and celebrate team successes.
• Goal-oriented approach and strategic mindset that contributes to individual and team success.

Nice To Haves

• 2–3 years of Client Success experience preferred.

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 and offer 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 Marketing, Product, Sales, and other cross-functional teams to drive improvements and innovations in the agent business.
• Maintain and grow a book of business, increasing spend and soliciting referrals from existing agents.
• Gather agent feedback and communicate actionable items and ideas to internal teams.

Benefits

• Annual bonus program and participation in the Restricted Stock Unit program.
• 100% employer-paid health, dental, and vision insurance for employees, dependents, and spouses or registered domestic partners.
• 100% employer-paid long-term disability and life insurance.
• 401(k) retirement plan with matching contributions.
• Open Paid Time Off policy, a birthday day off, and 11 holidays.
• Professional development reimbursement and a Masterclass subscription.
• Cell phone, wellness, and internet expense reimbursement, plus a Calm App subscription.
• Fully paid parental leave of up to 22 weeks for the primary caregiver and 12 weeks for the secondary caregiver.
• Dog-friendly offices in Los Angeles and Arizona, plus a $300 pet adoption reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level