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Customer Success Lead, Growth
2 months ago
This role requires in-office presence three days a week, specifically from Tuesday to Thursday.
AgentSync stands at the forefront of modernizing the insurance infrastructure landscape. Our compliance software for the insurance sector connects various industry players to enhance growth, boost efficiency, and mitigate 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, excel in stakeholder management, and are a natural problem-solver with high emotional and intellectual intelligence, we would like to hear from you.
Key Responsibilities:
- Manage comprehensive customer lifecycle relationships in alignment with AgentSync's core values, particularly emphasizing Customer Love.
- Establish and nurture deep, trustworthy relationships with clients, consistently exceeding their expectations throughout the customer lifecycle to achieve Net Revenue Retention objectives.
- Work collaboratively with clients and internal teams to ensure seamless implementations, onboarding, training, support, and value delivery.
- Enhance your knowledge of the insurance industry and utilize it to understand client goals, recommending improvements to business processes through 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, metrics, and essential elements of 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 opportunities for product and customer experience enhancements.
- 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 with moderate configuration skills (preferred but not mandatory).
- Experience collaborating 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, capable of addressing both detailed operational tactics and overarching strategic goals.
- Adept at guiding discussions to outline concrete goals and success metrics with clients.
- Proactive and passionate about independently solving conceptual challenges and delivering results in demanding situations.
- High-energy, team-oriented mindset, motivated to collaborate in a dynamic, fast-paced environment to support our growing business.
AgentSync provides a robust, user-friendly Compliance as a Service solution, integrating regulatory databases with core business systems to automate essential compliance-related processes. We are a modern solution addressing a longstanding industry challenge with innovative technology and automation, moving away from inefficient, high-cost alternatives such as spreadsheets and manual processes.
Compensation:
In accordance with local regulations, the estimated compensation range for this role is $90,000 - $110,000 plus bonuses. This position also includes eligibility for AgentSync's equity program and comprehensive healthcare benefits, including medical, dental, and vision coverage for you and your dependents. Additional benefits include a 401(k) retirement savings plan, unlimited PTO, 11 paid holidays annually, and 12 weeks of fully paid parental leave, along with a childcare stipend.
