Customer Success Manager, AgentSync
Growth
$90-110k
+ Bonus and eligibility to participate in AgentSync’s equity program
More information about location
3 days a week in office
Compliance-as-a-Service solution for insurance providers
Open for applications
Compliance-as-a-Service solution for insurance providers
201-500 employees
Open for applications
$90-110k
+ Bonus and eligibility to participate in AgentSync’s equity program
More information about location
3 days a week in office
201-500 employees
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
- 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
What the job involves
- 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
- 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
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
Company Specialist
Insights
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
Articles
Leadership
Jenn Knight
(CTO)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 Sabharwal
(CEO)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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