About Excel™

Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, Excel™ specializes in digital advertising and performance marketing, playing a pivotal role in connecting consumers with insurance brands, at scale. We partner with large strategic brands such as insurance carriers, brokers, and agencies, supplying them with high quality prospects looking for their services. This involves owning and operating top-rated insurance websites that we promote via paid search marketing driving the highest-intent consumers looking to acquire an insurance plan to meet their needs.

• Our Vision: Acquiring great customers should be simple.  
• Our Mission: Helping insurance brands acquire the right customers at scale.
• Our Values:  E - Embrace Simplicity, X - XL Impact, C - Customer Centric, E - Extreme Ownership, L - Laser Focused.

Our team

At Excel™ we believe remote working is an important way to enable people to achieve their best work while maximizing time efficiency and personal freedom.  Our culture is based on team-based performance that is highly aligned but loosely coupled, extreme ownership, growth mindset, curiosity, personal accountability, and we flourish because of the creativity and input from our team members. As an agile and innovative company, we are always looking for our next high performer to help transform the future!

About the role

Are you a relationship-driven, analytically sharp, and someone who thrives on owning outcomes? You’ll lead a portfolio of existing B2B accounts - partners who trust us with substantial advertising budgets - and turn performance insights into growth. Your north star is simple: create genuine value, deepen trust, and expand revenue.

This role is about complete ownership - our partner’s success becomes your success, their challenges become yours to solve. You build relationships through authentic expertise and reliable performance, not surface-level interactions. Master that, and the business growth happens naturally because you’re creating genuine value and going beyond just ‘maintaining accounts’.​​​​​​​​​​​​​​​​

Key responsibilities

Account Management & Growth

• Manage 15–20 enterprise accounts (typical monthly budgets $50K - $500K+).
• Work with a Medicare-focused team and partner with Fortune 500 companies on marketing needs.
• Develop account strategies informed by performance metrics and market trends.
• Structure pricing proposals that align value, results, and partner objectives.
• Maintain accurate records and pipeline in Salesforce.

Performance Analysis & Optimization

• Analyze performance across accounts to surface trends and high-leverage optimization opportunities.
• Collaborate with internal teams to implement advanced campaign strategies.
• Troubleshoot performance issues and coordinate solutions with technical teams.
• Document successful approaches and share insights across the organization.

Client Communication

• Serve as the primary point of contact for assigned accounts.
• Translate data into clear, actionable recommendations and narratives.
• Handle escalations and complex situations with professionalism and poise.
• Build relationships with stakeholders across organizational levels.

Qualifications

• Strong analytical and problem-solving skills; fluent with performance metrics and KPIs.
• Excellent written and verbal communication; clear, concise, and persuasive.
• Self-directed with a high sense of ownership and accountability.
• Comfortable learning new platforms and tools quickly.
• Proactive, organized, and consistently focused on measurable outcomes.

• Nice-to-Have:
• • 1–3 years in B2B account management, SaaS, or digital marketing.
  • Experience with Google Ads or similar platforms.
  • Experience with CRM systems (Salesforce preferred).
  • Proven track record of managing and growing existing accounts.

Reporting relationships

Reports to: Sr. Director of Medicare

Direct reports: None

Compensation mix

• Fixed base salary
• Performance bonus
• Transactional bonus
• $1,000 Learning Allowance
• Company-sponsored benefits

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short term disability insurance
• Long term disability insurance
• 401(k) plan
• Flexible schedule
• Paid time off
• Parental leave

Perks

• Holidays, vacation, and personal paid time-off
• Work-life flexible while committed to growth
• The entire company is remote/work from home
• Company provided computer hardware/software
• Unlimited growth and development opportunities

Next steps

If you are interested in this opportunity, want to grow with a company that is invested in you and the future, apply now to be considered for this position! It is highly recommended you read our culture memo at https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.

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