RevOps Analyst, AgentSync
$90-110k
+ annual company bonus program and equity in the form of stock options
More information about location
Insurance compliance software
Be an early applicant
Insurance compliance software
101-200 employees
Be an early applicant
$90-110k
+ annual company bonus program and equity in the form of stock options
More information about location
101-200 employees
Company mission
To build the modern insurance infrastructure that connects carriers, agencies, MGAs, and producers.
Role
Who you are
- 5+ years in Revenue Operations, Sales Operations, or Business Systems roles
- Hands-on Salesforce admin experience: Flows, reports, dashboards, and data loads
- Experience with HubSpot or a similar marketing automation platform
- Strong Excel/Google Sheets skills and comfort working with large data sets
- Actively using AI tools to improve the quality and speed of your work, and can speak to specific ways you've integrated them into how you get things done
- Strong ownership mentality and attention to detail, especially with data that drives compensation and forecasting
- Clear communicator who can work across teams and explain technical changes simply
- Proactive, resourceful, and resilient, able to thrive in ambiguity while consistently delivering results
- 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
Desirable
- Salesforce Administrator certification
- SQL experience
- Exposure to commissions, CPQ, or billing tools such as MonetizeNow
- Prior SaaS or startup experience with a scaling revenue team
What the job involves
- This role keeps AgentSync's revenue engine running. You'll own the GTM tech stack, deliver our annual planning cycle, and work directly with Sales, Marketing, Customer Success, and Finance, with the kind of scope that's hard to find outside an early-stage company
- We move fast, we build with intention, and we expect everyone on the team to bring their full capability to the work, including knowing when and how to use AI to do it better
- AgentSync is a leader in driving a modern insurance infrastructure experience. Our insurance compliance software connects the insurance industry to power growth, increase efficiency, and reduce risk
- As a RevOps Analyst, you'll be a hands-on builder and operator for the systems, data, and processes behind AgentSync's go-to-market team. You'll turn revenue strategy into working systems, keep our data clean and reliable, and look for every chance to do things faster and better with automation and AI. This is a high-growth role with a clear path to take on more ownership over time
- Own and optimize the GTM tech stack, including Salesforce, HubSpot, Outreach, ZoomInfo, MonetizeNow, and related tools
- Build and maintain workflows for lead routing, enrichment, forecasting, and customer lifecycle automation
- Manage user setup, permissions, and new hire provisioning across GTM systems
- Support integrations between Salesforce, HubSpot, billing, and internal platforms
- Deliver the yearly planning cycle in Salesforce: quota uploads, territory changes, forecasting setup, and report updates ahead of fiscal year kickoff
- Partner with Sales leadership and Finance on planning inputs, timelines, and handoffs
- Take part in monthly and year-end commission review with Finance
- Keep Closed Won and opportunity data accurate so payouts are right the first time
- Own GTM reporting and dashboards for pipeline, forecast, and performance
- Enforce data governance and validation suited to a compliance-driven business, including month-end data integrity checks
- Lean into AI for process improvement, system enhancements, and speed to delivery
- Spot manual work and replace it with automation
- Improve RevOps processes, including support for Deal Desk and partner order workflows
- Document systems, workflows, and tools, and train GTM teams on new capabilities
Our take
The $1.3 trillion insurance industry is a fragmented one, with thousands of insurance carriers working with millions of sales agents across the country, and each state imposing its own constantly-changing licensing regulations. With so many parties and variables, paperwork can be a time-consuming headache. This is the problem that AgentSync has set out to solve.
Created by two former LinkedIn employees, AgentSync provides a platform that gives carriers and agents an easier way to ensure they are ticking the right boxes to be able to work with each other, reducing paperwork time from days to hours.
AgentSync counts companies in the insurance industry such as Lemonade, Hippo, Rippling, and Openly as its clients. The company has been growing rapidly, and has actually shown impressive activity in areas like strategic acquisitions. Such growth has made securing funding a breeze for AgentSync, and will undoubtedly lead to an expansion of its teams, customers and product offerings in the future.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 5 rounds)
Oct 2023
$50m
SERIES B
Dec 2021
$75m
SERIES B
Total funding: $161.1m
Company benefits
- Company Paid Medical, Dental, Vision Healthcare Insurance options for employees
- Flexible Spending Account (FSA)
- Health Savings Account (HSA) with company contribution
- Short/long-term disability insurance
- Voluntary AD&D Insurance
- 401(k) retirement savings plan
- Every employee has the opportunity to be an owner in AgentSync and has equity in the company
- Commuter Benefit (pre-taxed contributions for eligible services)
- Flexible PTO
- 12 paid holidays per year
- 12 weeks 100% paid parental leave and $4,000 return to work childcare bonus
- Mental health days
- Annual employee gathering in Denver
- Continued Professional Development
- Company provided MacBook Pro
- Hybrid environment with three days in the office (for those in the Greater Denver area)
- Social slack channels to connect with colleagues
- Delicious catered lunches on in-office days
- Coffee - cold brew on tap, professional-grade espresso machine, and drip coffee!
- Fully stocked snack bar
- Parking available for employees in office Tue-Thurs
- $125 stipend for hybrid employees
- Massage chair to relax into
- Cozy nap space for downtime
- Employee Assistance Program (EAP)
- Voluntary Life
Company HQ
River North Art District, Denver, CO
Leadership
Jenn Knight
(Co-Founder & CTO)Having studied at Boston University, Jenn worked for almost 3 years as a Borrego Solar Systems Analyst before working for Bluewolf, LinkedIn, Dropbox, and Stripe for a combined 9 years. They co-founded AgentSync in 2018 and have been CTO since May 2020.
Niranjan Sabharwal
(Co-Founder & CEO)Niranjan began their career with 4 years at LinkedIn before spending a further 4 at Zenefits in Sales Strategy. They left this position in Septemeber 2018 to co-found AgentSync.
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