Enterprise Customer Success Manager at AgentSync

Quinte West, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

175000.0

Posted On

16 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Lifecycle Management, Executive Relationship Building, Business Outcome Driving, Escalation Management, Cross-functional Accountability, Proactive Planning, Insurance Expertise, Compliance Expertise, Product Expertise, Customer Advocacy, SaaS Experience, Strategic Account Management, C-Suite Communication, Problem Solving, Influencing, Communication

Industry

Insurance

Description

Overview 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. This is not your typical Customer Success Manager role. This is a high visibility, high value-add opportunity with a ton of trust, responsibility, and autonomy built-in right away. You will own the customer relationship end-to-end, driving measurable business outcomes while orchestrating internal teams to deliver exceptional value. 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. What You’ll Do 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 What You’ll Bring 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. Salesforce experience is a plus. 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. Location Our ideal candidate will live within 25 miles of our office in Denver. Other states we're able to consider candidates in are CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, NY, OR, PA, TN, TX, UT, VA, and WA. (We are not hiring or able to consider candidates in New York metro, Seattle metro, or the Bay Area) Total Compensation The following represents AgentSync’s reasonable estimate of the range of possible compensation for this role. 💰 $155K-$175K base salary (salary is determined by location, experience, and level) 💲 Annual company bonus program ⚖️ Equity in the form of stock options Health Benefits 🏥 Medical - Cigna plans with 100% employer paid premiums on 2 plan options 🦷 Dental - 100% paid premium plan for you and your dependents 👁️ Vision - 100% paid premium plan for you and your dependents 📔 Employee Assistance Plan Financial Benefits 🏦 401(k) retirement savings plan 🤒 HSA employer contributions Other Benefits 🌴 Flexible PTO 📆 12 paid holidays per year 🍼 12 weeks parental leave w/generous return to work stipend 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!). We are not able to consider candidates who require a work visa now or in the future.

Responsibilities

The Enterprise CSM will own and command the full customer lifecycle for strategic accounts, driving measurable value, adoption, and expansion while cultivating deep, trusted relationships across all organizational levels. This role involves leading executive conversations, confidently managing escalations, driving internal accountability, and contributing to the foundational best practices of the Customer Success function.