MoneyGeek · 1 day ago
Senior Client Partner Success Manager (Sr. Manager or Director)
Denver, CO
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $130K/yr
5+ years expMoneyGeek is a fast-growing personal finance and insurance platform that helps millions of people get to their financial happy place. They are seeking a Senior Client Partner Success leader to manage top insurance and marketing partners, focusing on revenue retention and performance optimization.
ConsumerCredit CardsFinTechInsurancePersonal Finance
No H1B
Responsibilities
Own and grow the book of business: Lead strategic relationships with top carriers and partners across Auto/P&C, SMB/Commercial, Life, Health, and Pet
Drive revenue and performance: Hit retention and growth targets through active management of pricing, budgets, and conversion performance
Negotiate intelligently: Structure and negotiate CPL/EPL/CPC/CPA deals and program tiers that drive mutual ROI
Launch and optimize programs: Oversee launches of new funnels, landing pages, and state expansions; manage tests to improve EPC, CVR, and CPA
Translate insights into action: Use Power BI, Looker, and client portals/APIs to extract insights and drive continuous optimization
Lead executive-level communication: Deliver clear, data-driven QBRs and performance reviews that deepen trust and unlock more budget
Resolve issues swiftly: Partner with Product, Engineering, SEO/Content and BI to address feed, tracking, or data integrity problems
Systematize success: Build and document repeatable playbooks and best practices for scaling client success operations
Champion our partners: Capture and relay the voice of the customer to influence MoneyGeek’s product and content roadmap
Qualification
Required
5–10+ years in Client Success, Account Management, or Partnerships within insurance, insurtech, lead generation, or performance marketing
Proven experience owning seven-figure books of business and negotiating pricing/budget increases
Strong grasp of performance marketing metrics (EPC, CVR, CTR, CPA) and their drivers
Analytical comfort with Power BI, Looker, related tools and client performance dashboards
Strong communication and executive-level presence; able to lead high-stakes conversations with carrier partners
Highly organized, detail-oriented, and action-biased in a fast-moving environment
Willingness to travel 4–5 times per year for key meetings and conferences
Preferred
Direct experience managing relationships with insurance carriers or affiliate networks
Familiarity with paid search, landing-page testing, and conversion funnel optimization
Knowledge of regulatory and licensing nuances across P&C, SMB/Commercial and Life insurance products
Benefits
Performance-based bonus tied to revenue growth and client success metrics
Stock equity participation
Generous PTO
Paid sabbatical
Comprehensive health coverage
Remote-first flexibility
Company
MoneyGeek
MoneyGeek provides consumers with advice & tools to help choose the best financial options, such as insurance, credit cards, loans & more.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.1M2019-08-07Series A· $2.1M
Leadership Team
Douglas (Doug) Jones
Co-founder & CEO at MoneyGeek.com
Recent News
Chicago Tribune
2025-07-23
Company data provided by crunchbase