Opportunities at Craft portfolio companies


Customer Success Manager, Growth



Customer Service, Sales & Business Development
Denver, CO, USA
Posted on Saturday, June 1, 2024

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 a high visibility, high value-add opportunity with a ton of trust, responsibility, and autonomy built-in right away. Salesforce-nerd? Customer-obsessed? Excellent customer stakeholder management? Natural problem-solver? High EQ & IQ? Team Captain mentality? Let's chat.

AgentSync’s Customer Success team is one of our fastest-growing teams for the foreseeable future. That means, by definition, rapid upward career trajectory and unlimited lateral career mobility opportunities. The CSM is on the frontline, working with our most important and valuable asset - our beloved customers. Our customers have invested their time, resources, and trust in us, and the CSM will own and manage these relationships to be sure our customers are successful and achieving their goals. Through AgentSync’s collective knowledge and first-hand experience solving the same problems as our customers, our CSM team delivers that unique value and trusted expertise in a beautiful package for our customers.

This role will be in office three days a week, Tuesday thru Thursday, at our Denver office.

What you’ll do:

  • Own full customer lifecycle relationships 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 in order to achieve Net Revenue Retention goals
  • Collaborate closely and effectively with customers and AgentSync teams to ensure smooth customer implementations, onboarding, training, support, and value delivery
  • Grow your insurance industry knowledge and leverage it to deeply understand our customers’ goals in order to recommend business process improvements through the AgentSync product
  • Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
  • 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, delivery, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements

Your experience:

  • 5+ years of Mid-Market/Enterprise SaaS platform Customer Success, Account Management, or consulting experience
  • 3+ years Salesforce platform power user, Salesforce Admin, or moderate configuration skills (preferred, not required)
  • Experience working with key stakeholders in insurance, financial services, compliance, or legal industries
  • Experience partnering with customer stakeholders at all levels of an organization i.e. founders, C-Suite and VP level roles, to help drive mutually beneficial outcomes
  • 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
  • Able to extract or guide conversations to outline concrete goals/success metrics with customers
  • Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
  • High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business

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.

About us:

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.


In accordance with Colorado law, the following represents AgentSync’s reasonable estimate of the range of possible compensation for this role, if hired in Colorado.

Denver/Boulder Metro

$90,000 - $110,000 + bonus

Additionally, this role is eligible to participate in AgentSync’s equity programs.

100% Company Paid Healthcare Insurance (for you and any dependents)

  • Medical
  • Dental
  • Vision
  • Parental leave and return to work childcare stipend

Financial Benefits

  • 401(k) retirement savings plan

Other Benefits

  • Unlimited PTO
  • 12 paid holidays per year
  • Continued Education Stipend

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!).