Full-Time

Revenue Operations Director

Posted on 9/20/2024

AgentSync

AgentSync

201-500 employees

Insurance compliance software for licensing automation

Enterprise Software
Financial Services

Compensation Overview

$160k - $190kAnnually

+ 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. The software streamlines the onboarding, licensing, and appointment processes, allowing clients to save time and minimize 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 competitors, AgentSync emphasizes creating a seamless experience for all parties in the insurance process. The company's goal is to build modern insurance infrastructure that connects various players in the industry while ensuring compliance and efficiency.

Company Stage

Series B

Total Funding

$156.7M

Headquarters

Denver, Colorado

Founded

2018

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

-11%
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

INACTIVE