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    Managed Services Specialist - Denver, United States - AgentSync

    AgentSync
    AgentSync Denver, United States

    2 weeks ago

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    Description
    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 AgentSyncs 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.

    AgentSyncs Customer Experience team will be our fastest growing team for the foreseeable future and if you want to grow, its a great place to be.

    This role will be in office three days a week, Tuesday thru Thursday, at our Denver office.


    What youll do:


    Wo customers with AgentSync's culture and values - most especially, Customer LoveBuild and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company levelCollaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customersGet hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challengesDeeply understand our customers goals, ambitions, daily problems, business process improvements, and different use casesUse your love of Salesforce and deep understanding of AgentSyncs products to understand customer requests, inquiries, and product feature requirementsCommunicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovationCreate and iterate on foundational best practice processes, tools, measurement, and keep a growth mindsetBe 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 improvementsYour experience:3+ years of customer facing experience in insurance, financial services, compliance, or legal industries3+ years in hands-on product/customer support, technical account management roleExperience 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 plusNatural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tacticsProactive and passionate:independently solving conceptual problems, and delivering results in challenging situationsHigh-energy, team-first attitude:motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing businessAbility to innovate, collaborate and think strategically to improve customer experienceDont 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 doesnt 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.

    Were 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.

    Denver/Boulder Metro$75,000 - $85,000Additionally, this role is eligible to participate in AgentSyncs equity and bonus programs. 100% of medical premiums are covered by AgentSync for employees and dependents.

    Parental leave and return to work childcare care stipendThis role requires 3 days a week onsite in our Denver office.

    Are you located in Denver and willing to work 3 days a week in the office?
    • Will you now, or in the future, require sponsorship for employment visa status? * AgentSync is committed to creating a diverse, inclusive and equitable workplace.
    To help us measure our efforts in this regard, we invite applicants to self-identify their personal demographic information. Completion of this form is voluntary and does not impact your consideration as a candidate.

    Any information provided is maintained confidentially, anonymized, and cannot be viewed by your interview team or hiring manager at any time.

    Voluntary self-identification of gender identityGender NonconformingTransgenderFemaleMaleDo not wish to answerVoluntary self-identification of race/ethnicityNative American or Alaska NativeAsianBlack or African AmericanHispanic or LatinxNative Hawaiian or Other Pacific IslanderWhiteTwo or more racesDo not wish to answerVoluntary self-identification of Veteran statusI am not a U.S.

    VeteranI identify as a U.S. VeteranDo not wish to answerVoluntary self-identification of sexual orientationBisexualHeterosexualHomosexualDo not wish to answerVoluntary self-identification of genderDo not wish to answerFemaleMaleOther#J-18808-Ljbffr
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