AgentSync · 3 days ago
Strategic Customer Success Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$175K/yr - $200K/yr
10+ years expAgentSync is a powerful Compliance as a Service solution that integrates regulatory databases with core business systems. The Strategic Customer Success Manager will own the customer relationship for high-value accounts, driving measurable business outcomes and ensuring customer satisfaction through effective collaboration and communication.
ComplianceInformation TechnologyInsuranceInsurTechSoftware
No H1B
Responsibilities
Own and command the full customer lifecycle for 3-5 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
Qualification
Required
10+ years of enterprise B2B SaaS experience in Customer Success, Account Management, Sales, or Consulting
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
Proactive, resourceful, and resilient—able to thrive in ambiguity while consistently delivering results
Preferred
Salesforce experience is a plus
Benefits
Annual company bonus program
Equity in the form of stock options
Medical - Cigna plans with 100% employer paid premiums on 2 plan options
Dental - 100% paid premium plan for you and your dependants
Vision - 100% paid premium plan for you and your dependants
Employee Assistance Plan
401(k) retirement savings plan
HSA employer contributions
Flexible PTO
12 paid holidays per year
12 weeks parental leave w/generous return to work stipend
Company
AgentSync
AgentSync builds insurance infrastructure that connects carriers, agencies, MGAs, and producers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$161.1MKey Investors
Valor Equity PartnersCraft Ventures
2023-10-26Series B· $50M
2021-12-07Series B· $75M
2021-03-08Series A· $25M
Leadership Team
David Samuels
Chief Executive Officer
Jenn Knight
Co-Founder, CTO
Recent News
GlobalFinTechSeries
2025-05-03
Company data provided by crunchbase