Full-Time

Managed Services Specialist

Posted on 5/8/2024

AgentSync

AgentSync

201-500 employees

Insurance compliance software for streamlined onboarding

Data & Analytics
Fintech

Senior

Denver, CO, USA

Required Skills
Salesforce
Requirements
  • 3+ years of customer facing experience in insurance, financial services, compliance, or legal industries
  • 3+ years in hands-on product/customer support, technical account management role
  • Experience with Salesforce configuration, administration or power user
  • Natural problem-solver
  • Proactive and passionate
  • High-energy, team-first attitude
  • Ability to innovate, collaborate, and think strategically
Responsibilities
  • Wow customers with AgentSync's culture and values
  • Build and cultivate deep, trusted, and transparent relationships with customers
  • Collaborate with customers and internal teams to ensure delivery of services
  • Support customers using AgentSync products to solve challenges
  • Understand customers' goals, business process improvements, and use cases
  • Communicate with internal teams regarding customer updates and feedback
  • Create and iterate on best practice processes and tools
  • Be a strategic thought-partner for marketing, sales, and engineering teams

AgentSync offers insurance compliance software that streamlines onboarding, licensing, and appointing processes for insurance industry stakeholders. The platform leverages seamless APIs, automation, and customer-centric design to ensure growth and compliance, providing quick onboarding, user-friendly automations, and cloud-native data accessibility.

Company Stage

Series B

Total Funding

$161.1M

Headquarters

Denver, Colorado

Founded

2018

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-16%

2 year growth

17%

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