Job description

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we re more than just a bit selective when it comes to hiring new team members. Job Summary This individual will be a key contributor within the Partnerships team, managing day-to-day performance for an assigned portfolio of partners and executing initiatives that drive revenue growth and partner satisfaction. The role requires strong organizational skills, sound judgment under ambiguity, and the ability to deliver cross-functional initiatives. This is a consultative role with exposure to senior executives, requiring the ability to translate performance data into actionable business recommendations. Principal Duties and Responsibilities Partner Management: Manage day-to-day relationships and performance for an assigned portfolio of partners, serving as their primary point of contact. Develop a deep understanding of each partner’s business, goals, and revenue expectations, and coordinate weekly touchpoints and monthly executive business reviews. Cross-Functional Execution: Coordinate with Enterprise Sales, Technology, Operations, Marketing, legal, and Product to deliver on partner commitments and resolve issues efficiently. Project and Initiative Ownership: Own projects and initiatives from launch through ongoing optimization, monitoring performance to identify gaps, issues, and risks, and formulating solutions that support partner growth. Opportunity Identification: Identify and evaluate opportunities to grow existing partnerships and improve partner performance and scale. Specifically, regarding headcount growth and lead activation. Focus areas include lead engagement, sales conversion, marketing campaigns, and operational improvements. Performance Reporting: Track and report on KPIs and sales process, escalating risks and issues to leadership with clear, data-backed recommendations. Initiative Support: Support contract and initiative deliverables, ensuring alignment with company objectives, legal requirements, and timelines. Issue Resolution: Resolve day-to-day partner issues promptly, maintaining a high standard of service and partner satisfaction. Experience and Education Bachelor s degree required 3-5 years of experience in partnerships, account management, or a related client-facing role; insurance or financial services experience a plus Demonstrated ability to manage multiple priorities and deliver results independently Required Skills and Abilities Strong organizational and project management skills Excellent written and verbal communication Analytical mindset with comfort in building out reporting to back data-driven decision making Ability to build relationships and influence without direct authority Comfortable operating in ambiguity and fast-changing environments Proficient in Excel and PowerPoint for analysis and executive presentations. Jira and Salesforce experience preferred. Benefits Summary High quality voluntary health, vision, disability, life, and dental insurance programs 401K Matching Plan Employee Stock Purchase Plan Paid holidays, vacation, and sick leave Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness Financial Solution Program Equal Employment Opportunity Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

Requirements

Must-haves

Principal Duties and Responsibilities
Cross-Functional Execution: Coordinate with Enterprise Sales, Technology, Operations, Marketing, legal, and Product to deliver on partner commitments and resolve issues efficiently.
Project and Initiative Ownership: Own projects and initiatives from launch through ongoing optimization, monitoring performance to identify gaps, issues, and risks, and formulating solutions that support partner growth.
Performance Reporting: Track and report on KPIs and sales process, escalating risks and issues to leadership with clear, data-backed recommendations.
Initiative Support: Support contract and initiative deliverables, ensuring alignment with company objectives, legal requirements, and timelines.
Issue Resolution: Resolve day-to-day partner issues promptly, maintaining a high standard of service and partner satisfaction.
Experience and Education
Bachelor s degree required
Demonstrated ability to manage multiple priorities and deliver results independently
Required Skills and Abilities
Strong organizational and project management skills
Excellent written and verbal communication
Analytical mindset with comfort in building out reporting to back data-driven decision making
Ability to build relationships and influence without direct authority
Comfortable operating in ambiguity and fast-changing environments
Proficient in Excel and PowerPoint for analysis and executive presentations.
Benefits Summary
Employee Stock Purchase Plan
Paid holidays, vacation, and sick leave
Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
Financial Solution Program

Nice-to-haves

3-5 years of experience in partnerships, account management, or a related client-facing role; insurance or financial services experience a plus
Jira and Salesforce experience preferred.

Application prep

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Keywords to mirror

jira

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Wellness