Customer Success Lead, Growth Strategy

2 weeks ago

Denver, Colorado, United States AgentSync Full time
Position Overview:

This role requires in-office presence three days a week, focusing on driving customer success at AgentSync.

AgentSync stands at the forefront of modernizing the insurance infrastructure landscape. Our compliance software seamlessly connects the insurance sector, fostering growth, enhancing efficiency, and mitigating risks. This position offers significant visibility and value, accompanied by a high degree of trust, responsibility, and autonomy from the outset. If you possess a passion for customer satisfaction, exceptional stakeholder management skills, and a knack for problem-solving, we would like to discuss this opportunity with you.

Key Responsibilities:
  • Manage comprehensive customer lifecycle relationships while embodying AgentSync's core values, particularly Customer Love.
  • Establish and nurture deep, trustworthy relationships with clients, consistently exceeding their expectations throughout the customer lifecycle to achieve Net Revenue Retention objectives.
  • Collaborate effectively with clients and internal teams to ensure seamless implementations, onboarding, training, support, and value delivery.
  • Enhance your knowledge of the insurance industry to better understand client goals and recommend process improvements using the AgentSync platform.
  • Gain a thorough understanding of client objectives, challenges, and various use cases.
  • Provide clear and accurate updates to internal teams regarding customer success, new requirements, progress, and product feedback.
  • Develop and refine foundational best practices, tools, and metrics essential for a world-class Customer Success function.
  • Act as a strategic advocate for the customer, collaborating with marketing, sales, delivery, support, product, and engineering teams to identify enhancements for both the AgentSync product and customer experience.
Qualifications:
  • 5+ years of experience in Mid-Market/Enterprise SaaS Customer Success, Account Management, or consulting.
  • 3+ years of experience as a Salesforce platform power user, Salesforce Admin, or possessing moderate configuration skills (preferred but not mandatory).
  • Experience engaging with key stakeholders in insurance, financial services, compliance, or legal sectors.
  • Proven ability to partner with customer stakeholders at all organizational levels, including founders and C-suite executives, to drive mutually beneficial outcomes.
  • Natural problem-solver, comfortable navigating complexity and ambiguity, with the ability to engage in both detailed operational tactics and overarching strategies.
  • Adept at guiding discussions to establish concrete goals and success metrics with clients.
  • Proactive and passionate about independently resolving conceptual challenges and delivering results in demanding situations.
  • High-energy, team-oriented mindset, motivated to collaborate in a dynamic, fast-paced environment to support business growth.
Inclusivity Statement:

At AgentSync, we are committed to fostering a diverse and inclusive workplace. If you are enthusiastic about this role but your experience does not align perfectly with every qualification, we encourage you to apply. You may be the ideal candidate for this or other positions.

About AgentSync:

AgentSync offers a powerful, user-friendly Compliance as a Service solution, integrating regulatory databases with core business systems to automate essential compliance processes. We provide innovative solutions to longstanding industry challenges using smart technology and automation, setting ourselves apart from traditional, inefficient methods.

Compensation:

In alignment with Colorado law, the estimated compensation range for this role in Colorado is $90,000 - $110,000 plus bonuses. This position is also eligible for participation in AgentSync's equity program, along with comprehensive healthcare benefits, financial plans, and generous leave policies.

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