eFinancial

Performance Marketing

• Manage a multi-million dollar annual budget, with an abject focus on improving profitability and end to end funnel output.
• Launch and own eFinancial’s affiliate call program, achieving profitability in months while scaling budget.
• Monitor daily, weekly, and monthly lead volume and performance and take corresponding actions to communicate changes to affiliates and remediate any performance issues in real time as they arise.
• Support channel administration, including weekly and monthly planning and affiliate mix optimization.
• Issue monthly insertion orders (IOs), reconcile lead volume against caps, manage billing to agreed upon payout rates, and process invoices; ensure accurate pricing for each vendor in all internal reporting systems.
• Support management of Active Prospect Lead Conduit, including rejection logic for lead sources and working with Vericity’s machine learning team to create dynamic bidding based on zip, age, product, etc.
• Implement new features to the affiliate call and data programs to optimize partnerships, including agent availability posts and script improvements.
• Own Vericity’s Invoca instance, and drive implementation across affiliate calls and other verticals.
• Onboard new vendors including contracting, compliance vetting, systems set up, tracking, testing, etc. through OneTrust.
• Facilitate the tracking of affiliate creative and messaging under compliance protocols laid out with legal.
• Monitor long-range affiliate performance, analyze trends and data, identify areas of improvement, and recommend ways to maximize affiliate KPIs as part of a larger direct response marketing portfolio.
• Develop relationships with affiliates to build new campaigns, exchange performance feedback on existing campaigns, and drive a high standard of performance.
• Partner with Marketing Analytics team to ensure accurate tracking and to implement expanded performance reporting and dashboards; troubleshoot issues with affiliate-facing reporting.
• Contribute to ongoing analysis and test ideation to rapidly test and improve funnel performance.
• Support relationships with data sale partners and monetization opportunities.

Performance Marketing Manager – Affiliate