Senior Enterprise CSM - Insurance SaaS, Equity

AgentSync; Denver (CO); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Equity

Medical coverage

Dental coverage

Vision coverage

401(k)

Parental leave

Paid holidays

Job summary

AgentSync is seeking a Senior Enterprise Customer Success Manager to own the end-to-end customer lifecycle for our highest-value accounts. You will orchestrate cross-functional teams, drive measurable adoption and expansion, and lead executive conversations to demonstrate business impact.

The role requires 10+ years in enterprise B2B SaaS, a proven track record with VP+ stakeholders, and hands-on experience with AI tools to accelerate outcomes.

Qualifications

• 10+ years of enterprise B2B SaaS experience in Customer Success.
• 5+ years managing top-tier enterprise/strategic accounts—largest and most complex customers.
• Proven ability to navigate executive-level conversations with VP+ stakeholders.
• Track record of successfully managing escalations and leading difficult conversations.
• Strong ownership mentality—takes full responsibility for outcomes.
• Natural influencer who can drive cross-functional alignment without formal authority.
• Exceptional communicator: simplifies complex solutions for customers and internal stakeholders.
• Problem-solver with high EQ; comfortable with both details and strategic goals.
• Actively using AI tools to improve quality and speed of work.

Responsibilities

• Own and command the full customer lifecycle for ~30 strategic accounts.
• Lead quarterly business reviews and executive conversations linking product adoption to business impact.
• Confidently manage escalations, first point of resolution with minimal management support.
• Drive internal accountability; ensure cross-functional teams deliver on commitments.
• Document and collaborate on customer engagement plans that backbone partnerships.
• Grow insurance/compliance expertise to provide strategic guidance.
• Be the expert on AgentSync’s full product suite and best practices.
• Influence product/engineering/sales/marketing with customer voice insights.
• Contribute to world-class CS foundations with playbooks and tools.
• Travel to meet customers and conduct onsite executive business reviews.

Skills

Enterprise SaaS

Executive communication

Account management

Cross-functional collaboration

AI tools

Salesforce

Tools

Salesforce

Job description

AgentSync is seeking a Senior Enterprise Customer Success Manager to own the end-to-end customer lifecycle for our highest-value accounts. You will orchestrate cross-functional teams, drive measurable adoption and expansion, and lead executive conversations to demonstrate business impact.

The role requires 10+ years in enterprise B2B SaaS, a proven track record with VP+ stakeholders, and hands-on experience with AI tools to accelerate outcomes.