The Customer Success team will be one of AgentSync’s fastest-growing teams for the foreseeable future. That means, rapid upward career trajectory and lateral career mobility opportunities. The CSM is on the frontline, working with our most important and valuable asset - our customers. Our customers have invested their time, resources, and trust in us, and the CSM will own and manage these relationships to be sure our customers are successful, happy, and feel as deeply a part of our product-building journey as we know they are. 

AgentSync is hiring its first Scaled Customer Success Manager. This is not your typical Customer Success Manager role. This is a high visibility, high value-add opportunity with a lot of trust, responsibility, and autonomy built-in. This individual will be responsible for helping customers achieve their desired outcomes at scale by providing automated, programmed communication using a one-to-many approach. The Scaled CSM will bring a unique set of skills and experience to the role including a deep understanding of Customer Success, a strong operational mindset, a passion for data analysis, and experience planning and executing digital marketing campaigns. 

What you’ll do:

• Own the success of a large book of business (75+ accounts) by executing a one to many engagement strategy to retain and grow revenue
• Execute playbooks to support the digital customer journey, drive adoption, mitigate risk, and help customers achieve their desired outcomes
• Develop and deploy targeted, repeatable and scalable comms to support the customer journey (e.g., email campaigns, office hours, webinars, enablement materials, etc)
• Engage with the Customer Enablement team to promote webinars and create digital-first training content to help drive platform adoption with your customers
• Closely collaborate with Marketing to ensure all digital touch points are aligned with the AgentSync brand voice
• Leverage data to monitor changes in customer behavior, continually measuring the effectiveness of these programs, and optimizing them to improve engagement, conversion and/or outcomes
• Lead change management for any customers transitioning from an existing medium-touch model to a low-touch engagement model

Your experience:

• 5+ years of work experience in Saas Customer Success, Account Management, Customer Operations, or Digital Marketing
• Experience working with scaled & targeted digital programs focused on post-sales engagements (i.e., Digital Customer Success, Tech Touch, Scaled CS, Digital Marketing).
• Proven experience engaging with customer executives and leaders
• Experience working with CRM platforms or other Customer Success solutions like Gainsight, Catalyst, or Salesforce
• Familiarity with BI tools such as Mode, Tableau or Looker
• Ability to project manage a high volume of requests and tasks
• Ability to easily digest and synthesize large amounts of data into actionable insights
• Natural and independent problem-solver: comfortable with complexity and ambiguity; able to dive into the operational details, and also engage meaningfully on the overall strategy
• Motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business

Don’t meet every single requirement? 

At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

About us:

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service, AgentSync’s solutions provide data intelligence and streamlined onboarding and compliance management processes that reduce costs, increase efficiency, and get producers ready to sell in hours instead of weeks. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, Colorado, AgentSync has been recognized as one of Denver’s Best Places to Work, a Forbes Magazine Cloud 100 Rising Star, and as an Insurtech Insights Future 50 winner, and was ranked 65th in Forbes – America’s Best Startup Employers 2023. 

Salary:

In accordance with Colorado law, the following represents AgentSync’s reasonable estimate of the range of possible compensation for this role, if hired in Colorado.

Denver/Boulder Metro

$90,000 - $100,000 + Annual Bonus 

Additionally, this role is eligible to participate in AgentSync’s equity program.

100% Company Paid Healthcare Insurance (for you and dependents)

• Medical
• Dental
• Vision
• Parental leave and return to work childcare care stipend

Financial Benefits

• 401(k) retirement savings plan
• Commuter benefits

Other Benefits

• Unlimited PTO
• 11 paid holidays per year
• Continued Education Stipend 
• Coffee, full stocked snack bar, lunches provided

Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).