About Us:
GOAL is a marketing technology platform built for insurance agencies. We provide agents with the proprietary tools and strategic guidance they need to attract, capture, and convert insurance shoppers into paying customers.
We've spent over 15 years in insurance marketing, and we've built solutions that help agents take control of their own growth. Our platform includes customizable sales funnels, targeting tools, compliance-focused tech, and professional branding services designed to put agents in the driver's seat of their customer acquisition.
The Role:
We are looking for a strategic Agency Success Manager who operates more like a strategic business consultant to agency owners, than a support rep. In this role you will be responsible for overseeing the post-sale client lifecycle and improving client operational efficiency, revenue performance and long-term retention
Rather than executing routine tasks, In this role, you own the post-sale journey. You will onboard new agencies, but your primary focus is Operational Efficiency and Account Expansion. You will analyze client business performance data, diagnose operational and process deficiencies, and exercise independent judgment in recommending strategic changes to client marketing operations and internal workflows to best ensure they convert the traffic we generate.
Location: Remote (AZ, FL, GA, MA, NC, NV, OH, PA, TX, UT, WI)
Who You Are:
- A Data Sleuth: You don't just report the news; you make the news. You look at the metrics (CPA, Contact Rate, Quote Volume) to find the story behind the numbers.
- An Accountability Partner: You are comfortable challenging a client. If an agent claims "the leads are bad" but there’s a gap in process,, you have the confidence to show them the data and course correct.
- Tech-Fluent: You understand (or are willing to) the mechanics of AdTech - pixels, CRM integrations, and funnels - and can troubleshoot basic issues without waiting for engineering.
- Growth-Minded: You treat every account like a portfolio to be grown. You proactively identify opportunities to increase ad spend and expand into new verticals.
Key Responsibilities:
Onboarding & Operational Setup
- Lead high-impact onboarding sessions to ensure agents aren't just "logged in," but operationally ready to handle volume.
- Validate that the client's campaigns are right-priced to generate the desired fulfillment within the desired geographies and targeted consumer profiles.
Diagnostic Account Management
- Conduct regular performance reviews using data to tell the truth about campaign health.
- Differentiate between a "Marketing Problem" (bad leads) and a "Process Problem" (poor follow-up) and prescribe the right fix.
- Identify sources of efficiency, and monitor answer rate on inbound calls.
Retention & Expansion
- Drive Net Revenue Retention (NRR) by identifying opportunities to upsell clients into new campaign types (Auto, Home, etc.) or increase their daily ad spend.
- Proactively address churn risks by identifying "Signs" of disengagement early (e.g., low engagement rates, unworked leads, missed calls).
Customer Advocacy
- Gather qualitative feedback from the front lines to help our Product team refine our value proposition.
- Turn successful clients into evangelists, generating referrals and case studies.
Requirements
Must-Haves:
- 3-5 years of Strategic Sales, Customer Success or Account Management experience (SaaS, AdTech, InsureTech, or Marketing Services preferred).
- Proven Retention/Growth Track Record: You can point to specific examples where you grew a book of business or saved at-risk accounts.
- Operational Mindset: You understand sales funnels and can diagnose where a lead is falling out of the process.
- Radical Candor: Ability to deliver constructive feedback to business owners regarding their team's performance.
Preferred:
- Experience working with Insurance Agents or High-Velocity Sales teams.
- Familiarity with CRMs (Ricochet, AgencyZoom, Convoso) and lead distribution logic.
Benefits
Pay:
- Base: $75K-$90K
- OTE: $150K-$180K
- Performance bonuses for hitting monthly and quarterly goals
Benefits:
- Health and dental insurance
- 401(k)
- Fully remote
Growth:
- Real advancement opportunities as we grow
- Team culture that values getting better through honest performance feedback
Skills Required
- 3-5 years Strategic Sales, Customer Success, or Account Management experience (SaaS, AdTech, InsureTech, or Marketing Services preferred)
- Proven retention and growth track record with specific examples of saved or expanded accounts
- Operational mindset with ability to understand and diagnose sales funnels and conversion drop-offs
- Ability to deliver candid, constructive feedback to business owners and teams (radical candor)
- Tech-fluent: understanding of AdTech mechanics (pixels), CRM integrations, and funnels; able to troubleshoot basic issues
- Experience working with insurance agents or high-velocity sales teams
- Familiarity with CRMs and lead distribution logic (Ricochet, AgencyZoom, Convoso)
What We Do
We are a technology company that’s shaking up the insurance industry one policy at a time. SmartFinancial has revolutionized the insurance-buying experience with a transparent insurance-technology platform that pairs people with the right insurance carrier. Founded by a team of insurance and technology experts, SmartFinancial focuses on delivering measurable results and exceptional customer service. We provide a similar resource for insurance partners as they adopt the new technology platform to reach the right consumers. SmartFinancial operates an innovative real-time marketplace that gives insurance clients the ability to optimize marketing campaigns and maximize ROI.
Why Work With Us
Our people are our greatest asset so we have built a company culture that promotes open mindedness. Everyone is encouraged to share ideas and work together. We value diversity of perspectives and talents and have created an environment where you can share all your skills.
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