This is not your typical Customer Success role. This is a high visibility, high value-add opportunity with a ton of trust, responsibility, and autonomy built-in on a Day 1. Do you have experience in insurance, compliance, licensing, underwriting, etc? Do you want to work with an amazing product that makes those tasks easier and more efficient? Are you interested in partnering directly with our customers, managing their compliance processes on their behalf, all while partnering with our Product team to increase efficiencies through automation? If so, let’s chat!

AgentSync’s Customer Success team will be our fastest growing team for the foreseeable future. That means, by definition, rapid upward career trajectory and unlimited lateral career mobility opportunities. The CSMS 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 CSMS will own and manage these relationships, while partnering with end-users, to deliver compliance and regulatory solutions for them through a “do it for me” approach. Through AgentSync’s collective knowledge and first-hand experience solving the same problems as our customers, our CSMS team will deliver value and expertise through a scalable, eloquent product and services offering.

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
  • Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
  • Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
  • 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 for service and product innovation
  • 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, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements

Your experience:

  • 3+ years of experience in insurance, financial services, compliance, or legal industries
  • 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 
  • 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
  • Ability to innovate, collaborate and think strategically to improve a high-growth, early-stage services offering

Nice to have:

  • Experience with the Salesforce platform, moderate configuration/admin skills a plus
  • Experience in Mid-Market/Enterprise SaaS environment, specifically in Customer Success, Account Management, consulting or professional services

Salary:

Denver/Boulder Metro

$70,000 - $120,000 

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

Healthcare Insurance

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

Financial Benefits

  • 401(k) retirement savings plan

Other Benefits

  • Unlimited PTO
  • 12 paid holidays per year

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