Full-Time

Revenue Operations Director

Posted on 9/20/2024

AgentSync

AgentSync

201-500 employees

Insurance compliance software for licensing automation

Compensation Overview

$160k - $190k/yr

+ Bonus + Equity

Senior, Expert

Denver, CO, USA

Requires 3 days in-office at the RiNo location in Denver.

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Hubspot
Tableau
Salesforce
Looker
Requirements
  • 7+ years of experience in Revenue Operations, Sales Operations, or a similar role within an enterprise SaaS environment.
  • People management experience with demonstrated ability to lead and coach a team while also being comfortable with hands-on execution.
  • Proven experience as a Salesforce superuser, with deep knowledge of Salesforce configuration, reporting, and dashboards. Salesforce Admin certification is a plus.
  • Strong background in sales operations, including territory management, quota setting, forecasting, and pipeline management.
  • Exceptional analytical skills with the ability to synthesize data and present insights in a clear, actionable manner.
  • Experience with other key tools such as HubSpot, Marketo, Looker/Tableau, Outreach/SalesLoft is highly desirable.
  • Strong communicator and collaborator, able to work across teams to drive revenue alignment and improve operational efficiency.
  • Experience working in a fast-paced performance-driven startup environment.
Responsibilities
  • Lead the Revenue Operations Strategy: Build and execute the RevOps strategy to align sales, marketing, and customer success teams around revenue goals. Establish scalable processes to drive efficiency and performance.
  • Mentorship and Team Development: Mentor and develop the RevOps team, building a high-performing function that scales with the company’s growth.
  • Sales Strategy and Forecasting: Augment and operationalize our sales motions, territory management and pipeline strategy. Develop sales forecasting models and collaborate with sales leadership and business partners on annual operating plans to achieve revenue goals.
  • Compensation and Incentive Planning: Design and manage competitive sales compensation plans that align with company objectives, analyzing and adjusting based on performance and market trends.
  • CPQ & Pricing Strategy Execution: Collaborate with Product and GTM on pricing strategies to maximize revenue and customer lifetime value; oversee CPQ process and tools helping us operate efficiently.
  • Data-Driven Insights: Support team in reporting to deliver real-time, actionable insights on sales performance, marketing attribution, and customer success metrics for GTM teams and leadership.
  • Process Optimization and Scalability: Identify and resolve bottlenecks in the revenue process, implementing scalable solutions to improve workflows across sales, marketing, and customer success.
  • Cross-Functional Alignment: Serve as the liaison between sales, marketing, and customer success, ensuring alignment on revenue goals, KPIs, and action plans.
  • Own the GTM tech stack: Evaluate and enhance our use of technologies and tooling to streamline processes and drive efficiencies as we scale.

AgentSync provides software solutions focused on insurance compliance, specifically automating the enforcement of state producer licensing and appointment regulatory requirements. Their platform helps insurance companies, including carriers, agencies, Managing General Agents (MGAs), and producers, ensure that their agents are properly licensed and compliant with regulations. By streamlining the onboarding, licensing, and appointing processes, AgentSync saves clients time and reduces the risk of non-compliance. Key features include in-system background checks and tools for managing producer and broker information, which enhance operational visibility and control. Unlike many competitors, AgentSync emphasizes a seamless user experience for all parties involved in the insurance process. The company's goal is to build a modern insurance infrastructure that connects various players in the industry while ensuring compliance and efficiency.

Company Size

201-500

Company Stage

Series B

Total Funding

$161.1M

Headquarters

Denver, Colorado

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • AgentSync's partnerships with Canidium and Mphasis Silverline expand its market reach.
  • The launch of ProducerSync API aligns with growing demand for API-driven solutions.
  • AgentSync's solutions capitalize on the rising importance of data intelligence.

What critics are saying

  • Increased competition from global insurtech events like Guidewire's Insurtech Vanguards Pitch Days.
  • Potential conflicts of interest with Guidewire CEO on AgentSync's Board.
  • Reliance on strategic partnerships may pose risks if synergies are not realized.

What makes AgentSync unique

  • AgentSync automates state producer licensing and appointment regulatory requirements.
  • The company offers seamless APIs for integration with existing systems.
  • AgentSync provides in-system background checks for streamlined onboarding.

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Benefits

Health, dental & vision insurance

401(k)

Commuter benefits

Unlimited PTO

12 paid holidays per year

Team events throughout the year

Company provided MacBook Pro & WFH kit if you choose

Ability to work from home

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

0%
AgentSync
Oct 3rd, 2024
Canidium and AgentSync Announce Strategic Partnership

Fort Collins, CO, October 03, 2024 -(PR.com)- Canidium, a key player in implementation services within the insurance producer management ecosystem, is thrilled to announce its strategic partnership with AgentSync, a distribution channel management technology provider.

II Reporter
Sep 11th, 2024
Mphasis Silverline Partners with AgentSync for Insurance Compliance Solutions

Mphasis Silverline (an Mphasis business unit created with Mphasis' acquisition of Silverline in Dec. 2023) has announced a partnership with AgentSync to bring its producer and compliance management solution to Mphasis Silverline's insurance clients.

Business Wire
Apr 30th, 2024
Guidewire Expands Insurtech Vanguards Pitch Days, Taking Event Global

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it is taking its popular Insurtech Vanguards Pitch Day worldwide with pitch day events planned in Sydney, Australia on May 23, 2024 and Dublin, Ireland on June 13, 2024. In addition, Guidewire’s flagship Insurtech Vanguards Pitch Day will also be taking place during ITC Vegas in October 2024 for the third consecutive year. Each of the 2024 Insurtech Vanguards Pitch Days, sponsored by Guidewire PartnerConnect Consulting partner PwC, will feature five members of Guidewire’s Insurtech Vanguards program, whose short video submissions receive the most votes online from the industry, Guidewire, and PwC prior to the event. The finalists will pitch their value propositions to a live audience for a chance to showcase their solution at Connections, Guidewire’s annual user conference and the largest PC focused event attended by 3,000 attendees including top industry executives, investors, press, and analysts. “The Insurtech Vanguards program has been global in nature from its inception with participants from around the world, and we are thrilled to be investing in key entrepreneurial communities across the globe to expand the reach of the program,” said Laura Drabik, chief evangelist, Guidewire. “Guidewire is committed to searching far and wide for the most relevant and impactful insurtech value propositions

Google News
Jan 24th, 2024
AgentSync Appoints Guidewire CEO Mike Rosenbaum to Board of Directors

AgentSync appoints Guidewire CEO Mike Rosenbaum to Board of Directors.

PR Newswire
Jan 23rd, 2024
AgentSync Launches API to Streamline Insurance Producer Onboarding and Compliance

DENVER, Jan. 23, 2024 /PRNewswire/ - AgentSync today announced the launch of its first commercially available ProducerSync API for carriers, MGAs, and agencies to manage producer and adjuster licensing and appointment validation without the paperwork.

INACTIVE