Client Success Manager
About The Position
MediaAlpha is a customer acquisition solutions provider that uses technology and data science to connect consumers shopping in high-consideration categories with businesses. The Client Success Manager will support the growing Agent Lead Marketplace, where insurance agents can purchase consumer leads through MediaAlpha’s platform. The role is responsible for maintaining and growing an assigned book of agent business and reports to the Director of Client Success. The position is hybrid, with in-office work on Tuesday, Wednesday, and Thursday. The Client Success Manager will onboard and advise agents, help optimize their platform accounts, monitor account activity, and collaborate with internal teams to improve the agent experience and grow the business.
Requirements
- Bachelor’s degree required.
- Strong relationship-building skills and a client-focused mindset.
- Proficiency with technology tools such as Salesforce, Outreach, Slack, and Google Workspace.
- Receptiveness to feedback and eagerness to learn and improve.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Collaborative approach, including supporting colleagues and celebrating 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
- Represent MediaAlpha’s agent team and develop a comprehensive understanding of target agents and the lead platform.
- Maintain and grow an assigned book of business.
- Serve as a trusted consultant and extension of agents’ teams.
- Solicit constructive agent feedback and communicate actionable ideas to internal teams to improve the MediaAlpha for Agents experience.
- Help grow the agent business by increasing agent spend and soliciting referrals.
- Set up new agent accounts and integrations.
- Onboard new agents within 24 hours of assignment.
- Conduct regular one-on-one consultations and provide tailored recommendations to help agents grow their businesses.
- 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 platform data to identify optimization opportunities.
- Collaborate with Marketing, Product, Sales, and other cross-functional teams to improve and innovate the agent business.
Benefits
- Annual bonus program and participation in the Restricted Stock Unit program.
- 100% employer-paid health, dental, and vision insurance for employees and their dependents and spouse or registered domestic partner.
- 100% employer-paid long-term disability and life insurance.
- 401(k) retirement plan with matching contributions.
- Open Paid Time Off policy, birthday day off, and 11 holidays.
- Professional development reimbursement and a Masterclass subscription.
- Cell phone, wellness, and internet expense reimbursement, along with a Calm App subscription.
- Fully paid parental leave for up to 22 weeks for the primary caregiver and 12 weeks for the secondary caregiver.
- Dog-friendly offices in LA and AZ.
- $300 pet adoption reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
