Digital Media Solutions

Account Manager

• Serve as a trusted account manager and primary point of contact for current and new accounts
• Input and maintain opportunity, activity, and performance data for pipeline management and strategic account planning
• Track and analyze KPIs, call metrics, and partner engagement data
• Document outreach, opportunities, and engagement efforts
• Maintain detailed records of day-to-day actions and strategic touchpoints
• Recruit new business by maintaining a pipeline of active agents and winbacks
• Create and implement account plans with short-term and long-term goals
• Coordinate with multiple departments and teams to meet objectives
• Assess, clarify, and validate customer wants, needs, requirements, and goals
• Present weekly breakdowns of tasks, accomplishments, and challenges to the direct supervisor and/or Director
• Identify and help develop potential growth opportunities for the program
• Professionally represent the platform at trade shows and conferences

Strategic Account Manager

Sales

• Run day-to-day Sales and Customer Success cadence for the ZipQuote and Allstate Lead Marketplace Core teams
• Coach individual reps on pipeline management, conversion, and customer retention
• Own quota attainment and revenue/retention performance for ZQ and ALM
• Partner with L&D to build, maintain, and personally author playbooks, ramp plans, and onboarding for new hires
• Set and drive team culture and performance management within the division
• Own Revenue per Agent growth, upsell targeting and execution, and promotional offerings and guardrails
• Manage the forecasting relationship with Finance/RevOps for the division
• Partner with Agent Marketing on campaign-to-sales execution and inbound conversion
• Execute a proactive retention strategy and at-risk intervention model
• Own the Customer Success/Account Management transition process for the team and accounts
• Escalate major retention risks and strategic accounts to the VP as needed
• Represent ZQ and ALM performance in cross-functional planning with Product, RevOps, Finance, and Agent Marketing
• Manage day-to-day third-party tool usage for the Sales/Customer Success technology stack
• Partner with HR on leveling, performance management, and flight-risk conversations

Strategic Account Manager

Director, Sales – Agent Revenue