Customer Success Consultant

EverQuote

Customer Success Consultant helping agents with business strategies for success. Driving campaign performance and providing insights for ROI enhancements with a focused book of business.

Posted 5/21/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $35 per hourWebsite

About the role

Key responsibilities & impact

Drive long-term campaign performance with immediate, measurable tactics
Manage a targeted book of business of 100 accounts with a value of $4-5mm in revenue
Prepare and present monthly and quarterly business reviews with the largest buyers on our platform
Understand the “why” behind customer feedback (good and bad) and uses that knowledge to pursue streamlined processes and/or feature requests
Act as the voice of the customer without sacrificing or apologizing for the voice of EverQuote
Becomes a trusted advisor to you agents by communicating transparently, concisely, and regularly
Always sets the right expectations, no matter good or bad, to ensure that we always under-promise and over-deliver
Not afraid to go after up and cross-sell opportunities
Understand when relationship building and patience trump going after incremental revenue
Travel roughly 10% to meet clients in person

Requirements

What you’ll need

2+ years experience in a customer facing role
Experience in sales and/or strategic account management
Experience using software such as Salesforce and Microsoft Office Suite of products
Ability to create and drive strategy to help Customers attain their return on investment goals
Ability to analyze performance data and insights in order to provide recommendations and optimization opportunities to improve ROI for your customers
Strong communication skills. You are process driven and welcome a strong communication cadence with your customers
You can clearly communicate key updates and appropriate feedback to the leadership team for your book of business.

Benefits

Comp & perks

Participation in variable cash bonus programs
Equity
Comprehensive range of health, welfare, and wellbeing benefits based on eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesstrategic account managementperformance data analysisROI optimization

Soft Skills

communicationrelationship buildingtransparencyprocess driventrust advisor