Staff Project Manager, AgentSync

Enterprise Delivery

Salary not provided
Salesforce
Senior and Expert level
Remote in US

More information about location

AgentSync

Compliance-as-a-Service solution for insurance providers

Be an early applicant

AgentSync

Compliance-as-a-Service solution for insurance providers

201-500 employees

FintechB2BComplianceInsuranceSaaS

Be an early applicant

Salary not provided
Salesforce
Senior and Expert level
Remote in US

More information about location

201-500 employees

FintechB2BComplianceInsuranceSaaS

Company mission

AgentSync's mission is to enable scaled innovation in the insurance industry by building the most modern and customer-centric technology that tackles all of the pain points associated with producer management.

Role

Who you are

  • If you have a passion for creating exceptional customer delivery experiences, history with Salesforce, are data and process-driven, and enjoy solving problems in a highly ambiguous environment, we would love to hear from you!
  • Someone who not only knows how to bring together teams to deliver great outcomes to our customers, but who sees technology, process and organizational problems, and is driven to fix them
  • 8+ years of work experience as an active Project Manager with responsibility of managing software development projects, cross-functional teams larger than 10+ and schedules to on-time delivery
  • 5+ years of experience in a customer facing project management role - preferably within a Professional Services organization
  • Experience working directly with business executives: CIO, CTO, PMO in an advisory role
  • Ability to multi-task and create positive outcomes under deadlines
  • Natural problem-solver, comfortable with complexity and ambiguity
  • Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations on time and in scope
  • High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
  • Up to 25% travel

Desirable

  • Experience working with Insurance Carriers, MGA’s, or Brokerages on SaaS Implementation/migration projects
  • Project Management Certification (PMP, CAPM, CPM, CSM, Project+, PPM)
  • 4+ years of work experience in an Enterprise SaaS environment

What the job involves

  • This is not your typical Staff Project Manager role; this is an opportunity with built in trust, responsibility, and autonomy from the start
  • The Staff Project Manager role plays one of the most important parts in AgentSync’s customer experience lifecycle, getting our new customers - who have invested their time, resources, and trust in us - fully onboarded, configured, implemented, and up-and-running in an efficient manner all while delivering the best customer experience
  • AgentSync is growing rapidly, and we’re committed to keeping our customer projects and execution proportionally effective as well as tightly managed - i.e. as painless and efficient for customers as possible
  • In order to do this, we need to have a high bar for our work product, and the Delivery team sits at the center of delivering on those commitments to our customers
  • We’re currently looking for a Staff Project Manager to be a key leader in our business
  • Oversee and guide the delivery of multiple projects from start to finish, ensuring successful outcomes and exceptional customer experiences
  • Coordinate a cross-functional internal team to drive project success, remove roadblocks, and escalate issues as necessary
  • Proactively track and communicate project progress, risks, and schedules with customers and internal AgentSync teams throughout the project lifecycle
  • Manage project budgets and resources to help customers realize the value of AgentSync products through a world-class experience
  • Ensure the customer experience with AgentSync consistently exceeds expectations
  • Build and maintain strong relationships with customers and stakeholders, becoming a trusted partner to client executives (CIO, CTO, PMO) and gaining the confidence of business stakeholders
  • Foster positive team dynamics and relationships with customer stakeholders, addressing issues to maintain healthy and productive customer relations
  • Stay updated on and maintain strong expertise in AgentSync products and roadmap
  • Act as a strategic “voice of the customer” and thought partner for our teams

Application process

  • Please note, if you recently applied to the Contract Staff Project Manager role, your application is still being considered for this role; please do not reapply

Our take

The $1.3 trillion insurance industry is a fragmented one, with thousands of insurance carriers working with millions of sales agents across the country, and each state imposing its own constantly-changing licensing regulations. With so many parties and variables, paperwork can be a time-consuming headache. This is the problem that AgentSync has set out to solve.

Created by two former LinkedIn employees, AgentSync provides a platform that gives carriers and agents an easier way to ensure they are ticking the right boxes to be able to work with each other, reducing paperwork time from days to hours.

AgentSync counts companies in the insurance industry such as Lemonade, Hippo, Rippling, and Openly as its clients. The company has been growing rapidly, and has actually shown impressive activity in areas like as strategic acquisitions. Such growth has made securing funding a breeze for the company, and will undoubtedly lead to an expansion of its teams, customers and product offerings in the nearest future.

Kirsty headshot

Kirsty

Company Specialist

Insights

Led by a woman
Top investors

Few candidates hear
back within 2 weeks

9% employee growth in 12 months

Company

Funding (last 2 of 5 rounds)

Oct 2023

$50m

SERIES B

Dec 2021

$75m

SERIES B

Total funding: $161.1m

Company benefits

  • 100% Company Paid Healthcare Insurance (for you and dependents)
  • Healthcare Related Accounts
  • Short-term disability insurance
  • Long-term disability insurance
  • Voluntary AD&D Insurance
  • 401(k) retirement savings plan
  • Every employee has the opportunity to be an owner in AgentSync and has equity in the company
  • Commuter Benefit (pre-taxed contributions for eligible services)
  • Unlimited PTO
  • 11 paid holidays per year
  • 12 weeks 100% paid parental leave and $4,000 return to work childcare bonus
  • Team events throughout the year
  • Biannual employee gathering in Denver
  • Continuing education stipend for Tech org
  • Opportunities to travel to various InsurTech events
  • Company provided MacBook Pro & WFH kit if you choose
  • Ability to work from home
  • AgentSync swag giveaways
  • Social slack channels to connect with colleagues
  • Shared workspace at select California sites
  • In-Office Benefits
  • Resting & Relation room
  • Employee Assistance Program (EAP)
  • Voluntary Life

Company values

  • Customer Love
  • Inspire Excellence
  • Always Be Curious
  • Act Like An Owner

Company HQ

Ballpark distric, Denver, CO

Leadership

Having studied at Boston University, Jenn worked for almost 3 years as a Borrego Solar Systems Analyst before working for Bluewolf, LinkedIn, Dropbox, and Stripe for a combined 9 years. They co-founded AgentSync in 2018 and have been CTO since May 2020.

Niranjan started their career with 4 years at LinkedIn before spending a further 4 at Zenefits in Sales Strategy. They left this position in Septemeber 2018 to co-found AgentSync.

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