Full-Time
Customer Success Manager II
Posted on 1/9/2023
Modern insurance infrastructure connecting carriers, agencies, and
Senior, Expert
Denver, CO, USA
- 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
- Additionally, this role is eligible to participate in AgentSync's equity and programs
AgentSync, a Denver-based insurtech company, is recognized for its customer-centric design and seamless APIs that simplify insurance processes, enabling growth and compliance to coexist. The company's solutions have been lauded for their efficiency, with users testifying to the manageability and ease of use, reducing workload significantly. With accolades such as Denver's Best Places to Work, Forbes Magazine Cloud 100 Rising Star, and a ranking in Forbes – America’s 500 Best Startup Employers 2022, AgentSync demonstrates a strong competitive advantage and industry leadership.
Company Stage
Series B
Total Funding
$161.1M
Headquarters
Denver, Colorado
Founded
2018
6 month growth
↓ -4%1 year growth
↓ -8%2 year growth
↑ 34%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