Excel

Role Description We are looking for a data-driven and results-oriented Account Manager to optimize and grow partner relationships in the insurance lead generation industry. This role requires strong analytical skills, KPI-driven performance tracking, and revenue optimization expertise. - Manage a portfolio of partners, ensuring robust monthly and yearly revenue growth. - Track and optimize key KPIs, including: - Lead to Sales conversion rate - Policy sales CPA - Lead volume and spend growth - Conduct weekly/monthly performance reviews and present data-driven insights. - Identify and execute upsell/cross-sell strategies, driving consistent YoY partner spend increase. - Collaborate with internal marketing team to enhance lead distribution and lead performance. Qualifications - 2+ years in account management, performance marketing, or lead generation. - Proven experience meeting KPIs in a lead-driven environment. - Strong data analysis skills: Excel, Google Sheets (Pivot Tables, VLOOKUP), or SQL. - CRM proficiency (Salesforce preferred) for performance tracking. - Self-motivated, able to manage multiple accounts and projects. - Excellent communication skills for client presentations and reporting. Requirements - Reports to: SVP of Revenue - Direct reports: None 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Are you a dynamic and data-driven Performance Marketing Manager seeking your next exciting opportunity in Media Buying? Join a team of A-level players and work remotely to propel growth in the Insurance industry. At Excel, we help insurance brands acquire the right customers at scale. The Performance Marketing Manager drives our mission by crafting and executing data-driven marketing campaigns across search and non-search platforms. This role focuses on identifying new growth opportunities to enhance campaign performance and profitability. The ideal candidate will be responsible for launching and optimizing campaigns across platforms including Google, Bing, and Meta, while ensuring scalability and best practices in campaign setup and structure. Key Responsibilities - Manage and optimize paid search and PPC campaigns across Google Ads and Microsoft Ads (Bing), & Insurance Specific Media Platforms. - Monitor & Improve KPIs like: ROAS, CPA, Impression Share, CTR, Spend - Conduct deep data analysis to guide bidding, segmentation, and creative testing - A/B test ad copy, audience strategies, and keyword sets to uncover performance drivers - Research new keyword opportunities and emerging SEM trends - Document learnings and present structured reporting to leadership - Collaborate cross-functionally with media buyers, design, and analytics teams to execute high-ROI initiatives Qualifications - 2–4 years of hands-on PPC experience in performance marketing - Proven success managing campaigns with $50K+ monthly spend - Proficient with Google Ads, Microsoft Ads, and campaign management platforms - Strong analytical skills in Excel / Google Sheets (Pivot Tables, VLOOKUP, etc.) - Comfortable working independently in a fast-moving, remote environment - Experience in insurance and/or lead generation is a bonus - A process-driven, analytical marketer who thrives on deep work and measurable results - Precise, organized, and obsessive about improving key performance metrics - Constantly testing, optimizing, and refining every campaign detail - A no-nonsense communicator who values clarity over fluff - Highly independent, proactive, and quietly competitive - Naturally curious — always researching, learning, and uncovering insights others miss Reporting Relationships - Reports to: Director of Media Buying - Direct reports: None Compensation Mix - Fixed base salary - Variable performance bonus - Long term value through Incentive Units - $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.

About the role This is a remote position. While candidates located in South Florida are preferred, this is not required. Attendance at 1-2 annual company summits and select industry conferences is required. Are you strong in accounting fundamentals but equally comfortable working in modern, cloud-based tools? Do you thrive in hands-on roles where you can execute reliably while continuously improving how things get done? Are you energized by using data and AI to make core financial processes faster, cleaner, and more scalable? In this position, you’ll support a lean accounting team by owning critical pieces of the month-end close, AR/AP, and general ledger processes. Your primary goal is to ensure financial operations run accurately and efficiently — while identifying practical opportunities to streamline workflows using data tools, automation, and AI-assisted solutions. By bringing structure, clarity, and technical fluency to day-to-day accounting, you’ll directly improve both reliability and scalability. This role is about high-leverage execution. When close processes need tightening, you improve them. When manual work slows the team down, you find smarter ways to handle it. You’ll operate within an existing accounting framework while continuously proposing incremental, practical improvements that reduce friction and increase visibility. Strong accounting judgment, comfort with cloud-based collaboration tools (especially in a Google-centric environment), and a proactive, solution-oriented mindset are essential. Key responsibilities Accounting - Prepare and post journal entries in support of monthly close. - Maintain, reconcile, and analyze general ledger accounts. - Support AR and AP processes, including reconciliations and variance review. - Assist with month-end close schedules and supporting documentation. - Support internal and external audit requests with clear, well-organized workpapers. - Ensure accuracy, consistency, and auditability of accounting outputs. Data, Automation & AI-Enabled Workflows - Work with accounting exports and subledger data in G-Sheets and other cloud-based tools to clean, structure, and analyze information efficiently. - Use advanced spreadsheet techniques (G-Sheets preferred; Excel experience transferable) to automate reconciliations and recurring close tasks. - Build and maintain automated reports, templates, and dashboards that support close and operational visibility. - Leverage AI-assisted tools (e.g., Google AI Studio, Gemini features, spreadsheet-based AI, or similar) to: - - Identify anomalies and trends - Improve data quality - Reduce manual, repetitive accounting work - Ensure any automation or AI-assisted workflow is documented, transparent, and maintainable by other team members. Process Improvement (Within Existing Framework) - Identify recurring pain points in close, reconciliations, or reporting. - Propose incremental process improvements or automation opportunities. - Partner with the Senior Accountant to implement approved changes in a controlled, practical way. Qualifications - 2–4 years of experience in accounting, reporting, or accounting-adjacent analysis (quality of experience matters more than exact tenure). - Direct experience supporting month-end close. - Strong understanding of debits, credits, and core accounting fundamentals (GAAP knowledge preferred). - Advanced spreadsheet skills (Google Sheets or Excel), with the ability to build structured logic, manipulate data confidently, and maintain clean models. - Strong analytical thinking and attention to detail; able to identify issues and address them proactively. - Comfortable working with large or messy data exports in a cloud-based environment. - Ability to work independently within a small team — manage priorities, move toward defined goals without daily direction, and take ownership of outcomes. - Clear written and verbal communication skills; able to translate financial or data-driven outputs into understandable insights. - Practical, hands-on problem solver with strong judgment and a willingness to continuously improve processes. - Comfortable learning and adopting new tools, including AI-assisted workflows. Nice-to-Have: - Experience with QuickBooks or other ERP/accounting systems. - Experience with BI or data visualization tools (Looker Studio, Power BI, Tableau, or similar). - Hands-on experience using AI tools to support accounting, reporting, automation, or data workflows. - Exposure to SQL, Google Apps Script, Python, or other technical tools that improve data handling and automation. - Experience operating in a Google Workspace–centric environment. Reporting relationships - Reports to: Senior Accountant - Direct reports: None Compensation mix - Fixed base salary - Variable performance bonus - Transactional Bonus - $1,000 Learning Allowance/year - Separate budget for conferences/events - 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 Some benefits may vary depending on applicability/availability. 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.