SmartFinancial offers smarter insurance products, delivered by people and powered by technology.

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.

SmartFinancial is a leading insurance technology company working on building tools to make the insurance shopping process better, simpler, and more effective. Our rapidly growing Costa Mesa, CA office is looking to hire an outstanding Enterprise Account Manager who will take a systematic, consistent, and data-driven approach to helping enterprise advertiser accounts maximize their customer acquisition opportunity with SmartFinancial.

The Enterprise Account Manager will be an exceptional communicator and relationship builder while also having strong analytical capabilities and proficiency in tools of the trade such as Excel. We need a determined solution-finder who is able to find workarounds and is not deterred in the face of challenges.

The Role

• Maintain high-touch relationships with 20-40 key advertiser accounts
• Be fluent in all account KPIs and other relevant business and relationship details
• Maximize each account through thorough preparation and focus on performance and opportunities
• Create win-win scenarios that meet account goals and Company objectives
• Turn difficult conversations into account wins
• Manage a regular status call cadence with each account
• Has, or will commit to gaining, a strong understanding of the insurance business
• Use and train accounts on the technology platforms underpinning our customer acquisition products
• Work with other departments to build client data dashboards, complete partner integrations, and inform product development
• Keep a pulse on the insurance customer acquisition competitive landscape

Qualifications

• Undergraduate degree
• Background in a performance marketing setting with a fundamental understanding of online marketing concepts and technologies
• 3-5 year’s experience in account management
• Excellent communication skills
• Consistent and detail-oriented
• Strong analytical skills
• Experience negotiating complex deal structures and terms

We’re a team of dedicated people who are excited to come to work every day. SmartFinancial offers a fun and engaging company culture in which everyone is encouraged to share ideas and work together. We’re always looking for excited, dedicated people to join our team. SmartFinancial has been named one of the “Best Place to Work” in Orange County four years in a row!

Job Type: Full-time

Pay: $110,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Experience level:

• 3 years

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Newport Beach, CA 92660

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