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Head of Customer Success
Confirmed live in the last 24 hours
Denver, CO, USA
Experience Level
Desired Skills
  • 10+ years of Customer Success experience in an Enterprise/Strategic SaaS environment
  • 7+ years of leadership experience
  • 7+ years Salesforce platform power user or Salesforce Admin
  • Experience working with key stakeholders in insurance, financial services, compliance, or legal industries
  • Track record of delivering results through cross functional collaboration - an ability to create and maintain a culture of collaboration which produces results
  • Structured and well-organized work cadence with comfort tackling complexity and ambiguity
  • A strong track record of problem solving and a “roll up your sleeves” mentality
  • Directly manage 2 senior managers, and 2 senior ICs - a current organization of 12 people
  • Drive cross-functional focus on customer outcomes, value, and experiences
  • Champion cross-functional initiatives to maximize Gross Revenue Retention (GRR) and Net Revenue Retention (NRR)
  • Project manage operational improvements by introducing more rigor into measuring success
  • Recruit, motivate, and retain a higher-performing CCO organization, driving employee engagement, satisfaction, and morale
  • Create proactive, repeatable processes and playbooks to drive consistently strong customer experiences
  • Build strong alignment with peers in Sales, Product, Marketing, Finance, and other areas
  • Partner with the Sales leader to maximize Net Revenue Retention
  • Partner with the Product leader to drive product adoption
  • Define a model for scaling functions cost-effectively
  • Engage directly with high-value clients
  • Develop and implement metrics to measure and track customer satisfaction and success
  • Stay up-to-date on insurtech trends and best practices in customer success, and continuously seek out new ways to improve the customer experience

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