Director, Sales – Agent Revenue

Digital Media Solutions

. Run day-to-day Sales and Customer Success cadence for the ZipQuote and Allstate Lead Marketplace Core teams .

Posted 9/22/2026full-timeRemote • United StatesLead💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales and Customer Success management, focusing on quota attainment, revenue growth, and retention strategies. Proficient in developing playbooks, onboarding programs, and executing cross-functional collaboration to drive team performance and culture.

Highest-signal resume keywords

Sales ManagementCustomer Success ManagementRevenue Growth StrategyCross-Functional CollaborationPerformance Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quota AttainmentPipeline ManagementCustomer RetentionSales Playbook DevelopmentForecastingUpsell TargetingData AnalysisBI ToolsCRM PlatformsCadence Platforms

Soft Skills

CoachingPeople ManagementIndependent OperationTeam Culture DevelopmentCommunication

Tools & Technologies

ExcelGoogle SheetsTableauLookerSales Enablement Tools

Industry Keywords

InsuranceFinancial ServicesRegulated Agent ChannelLead DistributionAgent Marketplace Models

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Proven experience directly managing Sales and/or Customer Success reps in a quota-carrying environment
Track record of hitting revenue and retention targets through hands-on cadence and coaching
Experience building or maintaining sales/CS playbooks and onboarding programs
Strong people-management and performance-management skills
Comfort working with forecasting, customer growth, and upsell targeting frameworks
Ability to operate independently while aligning with a broader portfolio strategy set above this role
Strong cross-functional collaboration skills with Finance, RevOps, Marketing, and Product
Experience with CRM and cadence platforms and sales enablement tools
Experience with Excel, Google Sheets, Tableau, Looker, or similar BI tools
Experience with Finance/RevOps forecasting tools and processes
Experience specifically within insurance, financial services, or another regulated agent/producer channel is nice to have
Familiarity with lead distribution or agent marketplace models is nice to have
Experience managing a CS/Account Management structure change process is nice to have
Prior experience being promoted from an individual-contributor or team-lead sales role is nice to have