Enterprise Customer Success Manager, AgentSync
$170-200k
OTE
$150-180k
BASE
+ ⚖️ 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
$170-200k
OTE
$150-180k
BASE
+ ⚖️ 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
- 10+ years of enterprise B2B SaaS experience in Customer Success
- 5+ years managing top-tier enterprise/strategic accounts—your company’s largest and most complex customers
- Proven ability to navigate executive-level conversations with VP+ stakeholders in industries like insurance, financial services, compliance, or legal
- Track record of successfully managing escalations and leading difficult conversations with both customers and internal teams
- Strong ownership mentality—you take full responsibility for outcomes and hold customers and internal teams accountable
- Natural influencer who can drive cross-functional alignment without formal authority
- Exceptional communicator: skilled at simplifying complex solutions for customers and articulating customer needs to internal stakeholders
- Problem-solver with high EQ: equally comfortable rolling up your sleeves in the details or zooming out to align on strategic goals
- 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
- Proactive, resourceful, and resilient—able to thrive in ambiguity while consistently delivering results
- Salesforce experience is a plus
What the job involves
- The Enterprise CSM will be an integral part of the Customer Success team, working with some of our highest value and most strategic customers to ensure they meet and exceed their goals with AgentSync. We’re looking for someone who thrives in high-stakes environments, can navigate complex customer dynamics with confidence, and isn’t afraid to step into challenging conversations—whether that’s with a C-suite customer or an internal executive
- Own and command the full customer lifecycle for ~30 of AgentSync’s most strategic accounts, driving measurable value, adoption, and expansion
- Cultivate deep, trusted, and transparent relationships across all levels of the customer’s organization—from end-users and champions to C-suite decision-makers
- Lead quarterly business reviews and executive conversations that tie product adoption to business impact
- Confidently manage escalations, serving as the first point of resolution and diffusing risk with minimal management support
- Drive internal accountability, ensuring cross-functional teams deliver on commitments with urgency and clarity
- Proactive and anticipatory mindset. A 'plan' vs. 'react' approach - takes pride in documenting and collaborating on customer engagement plans that serve as the backbone for our partnerships
- Grow your insurance and compliance expertise to provide credible, strategic guidance on process improvements powered by AgentSync
- Be an expert AgentSync’s full suite of products, advising on best practices and use cases
- Influence product, engineering, sales, and marketing by championing the voice of the customer and identifying opportunities to improve our product and customer experience
- Contribute to the foundations of a world-class Customer Success function by creating and iterating on best practices, tools, and playbooks
- Travel to meet with customers and conduct onsite executive business reviews
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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