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.

Overview

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. You will own the customer relationship end-to-end, driving measurable business outcomes while orchestrating internal teams to deliver exceptional value.

The Strategic CSM will be an integral part of the Customer Success team, working with our highest value and most strategic customers to ensure they meet and exceed their goals with AgentSync. We’re looking for someone who thrives in high-stakes environments, can navigate complex customer dynamics with confidence, and isn’t afraid to step into challenging conversations—whether that’s with a C-suite customer or an internal executive.

What You’ll Do

• Own the customer experience internally and externally acting as a conduit between AgentSync’s Professional Services, Product, and Executive teams and the customer’s organization.
• Build and cultivate deep, trusted, and transparent relationships across all levels of the customer’s organization, exceeding their expectations during every phase of the customer lifecycle.
• Partner with internal teams to execute a consistent delivery motion, while also driving prioritization of customer needs to ensure they are balanced within our strategic product roadmap.
• Communicate clearly and accurately with the customer’s Executive leadership regarding our partnership, their measurable success, and any risks that could impact their business.
• Map the customer’s organization and build a comprehensive account plan that highlights opportunities and key stakeholders who impact how we progress our partnership.

What You’ll Bring

• 10+ years of Enterprise B2B SaaS Customer Success experience owning a book of business made up of large Enterprise & Strategic-level customers, preferably in a dedicated structure with fewer than five customers in your portfolio.
• 5+ 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 and 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.

Preferred Qualifications

• Deep understanding of Salesforce and the broader Salesforce ecosystem
• Domain Knowledge: experience in Insurtech, financial services, or other relevant industries.
• Prior experience supporting singular customers in an embedded capacity for large, matrixed organizations

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.

Location

Our ideal candidate will live within 25 miles of our office in Denver. Other states we're able to consider candidates in are CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, NY, OR, PA,TX, UT, VA, and WA. (We are not hiring or able to consider candidates in New York metro, Seattle metro, or the Bay Area)

Total Compensation

The following represents AgentSync’s reasonable estimate of the range of possible compensation for this role.

💰 $175K-200K base salary (salary is determined by location, experience, and level)

💲 Variable paid quarterly based on NRR achievement

⚖️ Equity in the form of stock options

Health Benefits

🏥 Medical

🦷 Dental

👁️ Vision

📔 Employee Assistance Plan

Financial Benefits

🏦 401(k) retirement savings plan

🤒 HSA employer contributions

Other Benefits

🌴 Flexible PTO

📆 12 paid holidays per year

🍼 12 weeks parental leave w/generous return to work 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!).

We are not able to consider candidates who require a work visa now or in the future.