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Openly

National Agency Success Manager (Remote, US)

Posted 2 Hours Ago
Easy Apply
Remote
Hiring Remotely in United States
94K-112K Annually
Senior level
Easy Apply
Remote
Hiring Remotely in United States
94K-112K Annually
Senior level
The National Agency Success Manager will manage and nurture strategic partnerships, drive growth, analyze data, and ensure partner success. Responsibilities include relationship management, project management, and market awareness, aiming to maximize revenue and engagement.
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Why Openly

Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.

The Openly Difference

We created Openly because we saw an evident gap in the market for premium insurance made simple. Consumers deserve more complete coverage at competitive prices.

  • The Price Difference: Using cutting-edge data and technology, we provide you with customizable, competitive prices to protect your most valuable assets.
  • The Policy Difference: Coverages are truly customizable to meet your individual protection needs, for both standard coverages and optional add-ons.
  • The Experience Difference: From tailored claims handling to highly responsive customer service, we are focused on making the home insurance purchasing process a better overall experience.
Welcome to your next adventure.

At Openly, our people are just as important as our product. For us, collaboration, communication, and work-life balance are more than nice-to-haves— they’re the must-haves that make us who we are. We believe a great company is the result of a shared set of values, so we look for these qualities in every candidate we hire. 

  • Integrity
  • Empathy
  • Teamwork
  • Curiosity
  • Urgency

We've designed our hiring process with you, the candidate, in mind. At every step, you have the chance to present your strengths and learn more about what makes Openly a great place to work.

We're committed to Diversity, Equity, & Inclusion

We embrace individuality and believe diverse teams are winning teams. Our commitment to inclusion across race, gender, age, religion, identity, and experience drives us forward every day.

Job Details

The National Success Manager will be a key member of our Business Development organization, responsible for managing and nurturing large strategic partnerships and agencies. This role focuses on driving growth, ensuring partner success, and identifying new opportunities to enhance long-term value. The ideal candidate combines a strong analytical mindset and exceptional problem-solving abilities with best-in-class relationship and project management skills. This allows them to effectively lead projects and translate complex data into clear, measurable outcomes and strategic actions.

Key Responsibilities

Relationship Management & Strategic Planning
  • Develop and execute strategic account plans to maximize partner engagement and revenue growth.
  • Cultivate and maintain strong relationships with key decision-makers and executives at strategic partners and agencies.
  • Act as the primary point of contact for high-priority or escalated strategic account issues.
  • Represent the company at industry events and conferences, fostering networking opportunities and building brand presence.
Data Analysis & Insight Generation
  • Utilize strong analytical skills to pull and interpret data from multiple sources including Salesforce and Data Studio
  • Analyze in Excel to model scenarios and support decisions by identifying trends, opportunities, and areas for improvement.
  • Proactively identify partner needs and challenges, providing innovative solutions and support.
  • Present data-driven insights and recommendations to partners and internal teams.
Project Management & Cross-functional Collaboration
  • Lead and manage complex projects from inception to completion, ensuring timely and successful outcomes.
  • Collaborate cross-functionally across other Openly teams to align on partner strategies and initiatives.
  • Oversee the entire implementation process for new clients to ensure a smooth transition and accelerate their time-to-value by driving quick product utilization.
Market Awareness
  • Stay abreast of industry trends, competitive landscape, and market shifts to inform partner strategies.

Requirements

  • 5+ years of experience in business development, account management, or strategic partnerships, preferably within a fast-paced technology or agency environment.
  • 3+ years of insurance experience with a carrier or agency
  • Advanced Excel skills, including data cleaning, pivot tables, lookups, and basic financial or business modeling
  • Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
  • Exceptional problem-solving and critical thinking abilities, with a track record of developing effective solutions.
  • Experience in identifying opportunities to drive revenue growth and implementing growth plans
  • Strong project management skills, including the ability to manage multiple priorities and deadlines simultaneously.
  • Demonstrated ability to manage large, complex strategic partnerships and agencies.
  • Ability to work independently and as part of a collaborative team.
  • Eagerly seek new learnings and apply insights from challenging outcomes to continually iterate and strengthen long-term strategy.
  • Willingness and ability to travel up to 50% for industry events, conferences, and internal/external meetings.

Nice to Have

  • CPCU designation, Property & Casualty Insurance Producer Licensee, and/or similar level of insurance continued education
  • Insurance, fintech, or SaaS industry experience
  • Experience with forecasting, capacity planning, or portfolio optimization
  • Proficiency in CRM software (e.g., Salesforce), business intelligence tools (e.g., Data Studio), Google Workspace, and Slack
How you work
  • Data‑driven and outcome‑oriented sales, with a bias toward action
  • Organized and detail‑oriented, able to manage multiple priorities and deadlines
  • Collaborative and empathetic, able to influence without authority across teams and partner organizations

Incentive Plans

  • In addition to base salary there are monthly and quarterly incentives plans up to an additional $50K annually.

Compensation & Benefits: 

The target salary range represents the budgeted salary range for this position.  Actual compensation for this position will be determined based on the successful candidate's experience and skills. We are committed to providing a compensation package that not only reflects the responsibilities and requirements of the role, but also the unique expertise that the chosen candidate will bring to our team.

Target Salary Range
$94,400$112,100 USD

The full salary range shows the min to max salary range for this position.  Actual compensation will be commensurate with experience and qualifications and determined based on various factors including the candidate's qualifications, skills, and experience.

Full Salary Range
$88,500$147,500 USD

Benefits & Perks

  • Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it.
  • Competitive Salary & Equity
  • Comprehensive Medical, Dental, and Vision Plan Offerings
  • Life and disability coverage including voluntary options
  • Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements
    (Birthing parents may be eligible for additional leave through STD)
  • 401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute.
  • Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
  • Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity.
  • Be Well Program - Employees receive $50 per month to use towards your overall well-being
  • Paid Volunteer Service Hours
  • Referral Program and Reward

Depending on position, Employees generally are eligible for cash incentive compensation, including commissions for sales eligible roles. In all cases, eligibility for compensation and benefits is subject to applicable plan and policy terms in effect from time to time.

U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer and currently residing in the US will be considered.

Openly is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Openly is an E-Verify Employer in the United States. Openly will make reasonable accommodations for qualified individuals with known disabilities under applicable law.


We strive to provide an exceptional applicant and candidate journey when you engage with us. In an effort to respond to applicants in a timely manner, we leverage AI to organize applications and resumes based on required and applicable skills and experience. To allow our applicants to drive their initial interview experience with us, we may leverage an AI-supported scheduling tool so you can choose when to meet with our team. While AI assists with efficiency, all hiring decisions are made by our team members. Rest assured, your data is protected according to privacy laws and company policies. Contact our recruitment team with any questions about our AI-assisted hiring process.

Top Skills

Data Studio
Excel
Google Workspace
Salesforce
Slack

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