This is not your typical Customer Centric role. Salesforce-nerd? Customer-obsessed heart with a Product-obsessed mindset? Agile-savvy? Natural problem-solver? High EQ? This is a high visibility, high value-add opportunity with a ton of trust and responsibility. Do you have experience in insurance, compliance, and licensing? Excellent customer stakeholder management? Natural problem-solver? Let's chat.
The Managed Services team is on the frontline, working with our most important and valuable asset - our beloved customers. You will be the AgentSync end user for our Managed Services, Autopilot, customers. Our customers have invested their time, resources, and trust in us, and the Managed Services, Autopilot team will manage compliance and regulatory solutions for them. Through AgentSync’s collective knowledge and first-hand experience solving the same problems as our customers, our Managed Services team will deliver value and expertise through a scalable, eloquent product and services offering. AgentSync’s Customer Experience team will be our fastest growing team for the foreseeable future and if you want to grow, it’s a great place to be.
What you’ll do:
- Wow customers with AgentSync's culture and values - most especially, Customer Love
- Build and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company level
- Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
- Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
- Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
- Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
- Communicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovation
- Create and iterate on foundational best practice processes, tools, measurement, and keep a growth mindset
- Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements
Your experience:
- 3+ years of customer facing experience in insurance, financial services, compliance, or legal industries
- 3+ years in hands-on product/customer support, technical account management role
- Experience with Salesforce configuration, administration or power user; ie reports and dashboards, list views, data loading, field and object customization. Hands on experience in Salesforce and progress towards a Salesforce Admin Certification a plus!
- Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics
- Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations
- High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
- Ability to innovate, collaborate and think strategically to improve customer experience
Don’t meet all of these requirements? No worries. We are committed to building a team that embraces a variety of backgrounds, experiences, perspectives, and skills. We believe that the more inclusive we are, the better our work will be. Even if your previous experience doesn’t perfectly match with the job qualifications listed, we encourage you to apply.
About us:
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Compensation:
$29-$45 per hour
This is a contract role and is not eligible for PTO or benefits
