Job Description
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Please note that preference is for this person to be Denver-hybrid (in office Tuesday - Thursday), but we may be open to strong candidates in the following states: CA, DC, FL, GA, IA, IL, IN, KS, MA, MD, MO, NC, NJ, NV, NY, OH, OR, TX, UT, VA, & WA
AgentSync is a leader in driving a modern insurance infrastructure experience. Our insurance compliance software connects the insurance industry to power growth, increase efficiency, and reduce risk. This is not your typical Customer Success Manager role. This is a high visibility, high value-add opportunity with a ton of trust, responsibility, and autonomy built-in right away. Insurance expert? Salesforce-nerd? Customer-obsessed? Excellent customer stakeholder management? Natural problem-solver? High EQ? Let's chat.
AgentSync’s Customer Success team is focused on delivering tangible business outcomes for our customers and serves as the voice of the customer within our company. The Strategic CSM will be a leader within the team and the company, working with our highest value and most strategic customers to ensure they exceed their goals with AgentSync’s product offerings through education, training, support, demos and cross-sell conversations.
What you’ll do:
- Own full customer lifecycle relationships for Strategic customer accounts within AgentSync's culture and values - most especially, Customer Love.
- Build and cultivate deep, trusted, and transparent relationships with our customers, exceeding their expectations during every phase of the customer lifecycle.
- Collaborate closely and effectively with customers and AgentSync teams to ensure smooth customer implementations, onboarding, training, support, and more.
- Act as a trusted advisor for our most strategic customers, utilizing your industry experience and product knowledge to build a point of view about what “best” looks like that resonates at all levels of the customer.
- Communicate clearly and accurately with internal teams regarding customer success updates, new customer requirements, progress updates, and closed-loop product feedback.
- Create and iterate on foundational best practice processes, tools, measurement, and the critical foundations of a world-class Customer Success function.
- Be a strategic “voice of the customer” thought-partner for our Marketing, Sales, Implementation, Support, Product, and Engineering teams to perpetually identify AgentSync product and customer experience improvements.
Your experience:
- 10+ years of Enterprise B2B SaaS Customer Success experience owning accountability for large Enterprise & Strategic-level customers OR minimum 5 years of experience in the insurance industry, including working with Carriers, Agencies, and all lines (P&C, Life/Annuity, Health, Surplus, etc.), with a focus on internal operations rather than sales.
- 3+ years demonstrated experience working with complex Enterprise solutions requiring close collaboration with Professional Services teams.
- Demonstrated experience working with VP and above stakeholders in insurance, financial services, compliance, or legal industries.
- Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture or overall strategy.
- Exceptional communication and interpersonal skills, including the ability to clearly articulate complex technical concepts to non-technical audiences.
- Salesforce experience is preferred.
Don’t meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Salary:
Denver/Boulder Metro
$150,000 - $180,000 + Annual Bonus
Additionally, this role is eligible to participate in AgentSync’s equity and bonus programs.
Healthcare Insurance
- Medical
- Dental
- Vision
- Parental leave and return to work childcare care stipend
Financial Benefits
- 401(k) retirement savings plan
Other Benefits
- Flexible PTO
- 11 paid holidays per year
Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
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