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Customer Success Manager
Updated on 1/31/2023
Denver, CO, USA
Experience Level
Desired Skills
  • 5+ years Salesforce platform power user, Salesforce Admin, or moderate configuration skills
  • 5+ years of Mid-Market/Enterprise SaaS platform Customer Success, Account Management, or consulting experience
  • 5+ years of work experience in Mid-Market/Enterprise SaaS environmentExperience 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 product strategy and usage
  • 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
  • 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 smooth customer implementations, onboarding, training, support, quarterly and annual check-in's, etc
  • Get hands-on supporting customers in the AgentSync products to help them quickly, accurately, and scalably 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
  • 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

201-500 employees

Insurance infrastructure & management software
Company Overview
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. The company's solutions create onboarding, licensing, and appointing processes insurers, producers, and agents love while ensuring growth and compliance never compete.
  • 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
Company Core Values
  • Customer love
  • Inspire excellence
  • Always be curious
  • Act like an owner