Technical Customer Support Specialist, AgentSync

Salesforce

$65-80k

+ Equity

Salesforce
Mid level
Denver
AgentSync

Compliance-as-a-Service solution for insurance providers

Job no longer available

AgentSync

Compliance-as-a-Service solution for insurance providers

201-500 employees

FintechB2BComplianceInsuranceSaaS

Job no longer available

$65-80k

+ Equity

Salesforce
Mid level
Denver

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

  • 3+ years of work experience in Mid-Market/Enterprise SaaS environment
  • Experience with Salesforce configuration, administration or power user; ie reports and dashboards, list views, data loading, field and object customization. Hands on experience in Salesforce Trailhead or progress towards a Salesforce Admin Certification a plus!
  • 3+ years in hands-on product/customer support, customer success, technical account management role
  • Natural problem-solver, comfortable with complexity and ambiguity
  • High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business

What the job involves

  • The Customer Support team is on the frontline working with our most valuable asset – our beloved customers. Our customers have invested their time, resources, and trust in us, and our Customer Support team gets hands-on with customers to be sure they are successful, happy, and feel as deeply a part of our product building journey as we know they are
  • Provide hands-on product/customer support for our customers within AgentSync’s culture and values – most especially Customer Love
  • Build and cultivate trusted, transparent relationships with our beloved customers and exceed their expectations during every phase of the customer and product support lifecycle
  • Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
  • Use your Agile skills to be the insightful, accurate ‘voice of customer’ for our product, engineering, customer success, sales, and marketing teams
  • Accurately and transparently document, track and effectively communicate customer/product support requests, resolutions, product bugs, and feature enhancements with customers and internal AgentSync teams
  • Create and iterate on the foundational customer/product support and product feedback loop best-practices processes, tools, and systems for our fast growing CS teams to thrive and succeed

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

Some 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

Founders

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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