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.

DON’T MEET EVERY SINGLE REQUIREMENT?

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. You may be just the right candidate for this or other roles.

KEY RESPONSIBILITIES

Solution Definition: Translate customer requirements into functional specifications, defining solutions that align with both the customer’s needs and our product offerings.
Documentation: Create implementation documentation including executable requirements, testing & acceptance criteria, supporting flowcharts, integration definitions, data mapping, wireframes, and more.
Customer Interaction: Engage directly with clients to understand their challenges, use cases, business processes, and requirements. Work with them to map their strategic aims, value drivers, and business goals to AgentSync capabilities. Demonstrated track record of leading customer workshops.
Product Expertise: Maintain deep product knowledge of AgentSync offerings; understanding the features, benefits, and limitations of our product suite.
Collaboration: Work closely with product management, engineering, and other internal teams to relay customer feedback and help improve the product.
Best Practices: Guide customers, partners, and internal teams on solution capabilities and best practices.
Stay Updated: Keep up-to-date with industry trends, competitor products, and emerging technologies.
Project Workload: Work within multiple complex projects simultaneously, where some are at different stages of the life cycle.
Travel: Approximately 30% travel, to customer sites to drive project kickoff, discovery workshops, product demonstrations, requirements gathering, requirements playback, and scoping.

REQUIREMENTS FOR THE ROLE

• Must have experience in a senior / principal role in a Professional Services / Delivery or Product organization.
• Strong business systems acumen and clear track record of solving complex systems and/or business process challenges.
• Experience working within, developing requirements for, and integrating with other key business systems.
• Excellent communication and presentation skills.
• Detail oriented and organized: able to make logical and data-driven decisions while working under continual guideline constraints.
• Ability to work in a collaborative, fast-paced, start-up environment.