Strategic Enterprise CSM — Insurance Growth & Impact

AgentSync; Denver (CO); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Dental plan

Vision plan

401(k) plan

HSA

Flexible PTO

Holidays

Job summary

AgentSync is seeking an Enterprise Customer Success Manager to own the post-sales relationship with our most strategic clients. You will coordinate with Product, Professional Service, Sales and Support to drive measurable outcomes and adoption across ~30 accounts, including executive reviews and risk mitigation.

You thrive in high-stakes environments, navigate VP+ discussions, and bring an ownership mindset.

Qualifications

• 10+ years of enterprise B2B SaaS experience in Customer Success.
• 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.
• Track record of successfully managing escalations and leading difficult conversations.
• 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.
• Actively using AI tools to improve the quality and speed of your work, and can speak to specific ways you've integrated them into how you get things done.

Responsibilities

• 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.
• 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.
• 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.

Skills

Enterprise SaaS experience

Executive-level conversations

Ownership mentality

Cross-functional collaboration

Influencing without authority

Exceptional communication

AI tooling usage

Salesforce experience

Tools

Salesforce

Job description

AgentSync is seeking an Enterprise Customer Success Manager to own the post-sales relationship with our most strategic clients. You will coordinate with Product, Professional Service, Sales and Support to drive measurable outcomes and adoption across ~30 accounts, including executive reviews and risk mitigation.

You thrive in high-stakes environments, navigate VP+ discussions, and bring an ownership mindset.