About MoneyGeek
MoneyGeek is a fast-growing personal finance and insurance platform that helps millions of people get to their financial happy place. We combine trusted editorial content, proprietary data, and technology-driven product funnels to connect consumers with the right insurance and financial products, while driving measurable performance for our partners.
We’re profitable, growing quickly, and scaling our Insurance partnerships across Auto, Home, SMB/Commercial, Life, Health, and Pet insurance verticals.
The Role
We’re hiring a Client Partner Growth & Strategy leader to own and grow a portfolio of top insurance and marketing partners. Reporting to a co-founder, this person will serve as the executive-level point of contact responsible for revenue retention and expansion, commercial negotiations, and performance optimization across MoneyGeek’s insurance verticals.
This is both a strategic and hands-on role, ideal for someone who thrives at the intersection of business development, analytics, client success and growth.
What You’ll Do
- 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.
Qualifications
- 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
Nice to Haves
- 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
Compensation & Benefits
- Base Salary: $100,000–$130,000 (DOE)
- Incentives: Performance-based bonus tied to revenue growth and client success metrics
- Equity: Stock equity participation
- Benefits: Generous PTO, paid sabbatical, comprehensive health coverage, and remote-first flexibility
How We Work
At MoneyGeek, we value builders, people who think in systems, communicate clearly, and focus relentlessly on outcomes. You’ll work directly with the senior leadership team and cross functionally, with the autonomy and resources to make an outsized impact.
More About MoneyGeek
We are a startup with the mission to educate our users and help them make smarter personal finance decisions by providing best-in-class content and tools that connect them to the right financial products and services. Making money decisions is tough. It’s complicated. It’s emotional. We are here to help. Personal finance education has been overlooked for too long, MoneyGeek is here to help consumers be smarter about their finances.
The founders of MoneyGeek are Doug Jones and Dan Schuessler who led ABUV Media to a very successful exit in 2018. More details here: http://petskyprunier.com/_petskyprunier.com/dynamic/user_firm_news-file-280.pdf
Similar Jobs
What you need to know about the Colorado Tech Scene
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
