Customer Success - Implementation (Salesforce)

About AgentSync

AgentSync is a rapidly growing startup based in Denver - customer love & world-class talent are our top priorities. High demand & hockey stick customer growth have us perpetually hiring top talent to take care of our amazing customers & build amazing products.

AgentSync is a powerful, easy-to-use Compliance as a Service solution built 100% on Salesforce. We directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) w/ core business systems (i.e. Salesforce) so we can automate the critical business processes associated w/ these compliance requirements. We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Our company culture & values below are a direct reflection of who we are and how we operate every day. They drive our business decisions, how we interact with our beloved customers, how we built our ambitious products, the high-ceiling team we hire, how we work together effectively, and our daily operations:

Our Culture - How we work together; our personality.

One Team, One Dream - No ego. No finger-pointing. No politics. In pursuit of one dream, we work as one team everyday. 

Humor - We work hard everyday together, and we love to laugh together along the way.

Speed > Perfection - We hire smart, highly competent people who know their stuff & whose work product we trust. Therefore, we value speed of delivery over absolute perfection.

Inspire Excellence - In order to maximise performance of a system, you need to maximize performance of its sub-system parts. We trust, help, & rely on each other each day, and therefore inspire each other to be excellent everyday - both individually & as a team.

Nerdy - We’re all nerdy, calculated, and data-driven. We’re proud of it. We believe it’s a huge competitive advantage for our customers, our teams, and achieving our mission.

Our Values - How we make business decisions. 

Customer Love - Without our customers, there’s no AgentSync. Every single thing we do, we do for them.

Radical Transparency - We value trust. Trust comes from, among other things, consistent transparency over time. We default to radical transparency with our customers & our teams.

Act like an Owner - Do the right thing. Every decision we make, we make purposefully & carefully. 

Take Intelligent Risks - We take calculated, intelligent risks. Because we hire smart, highly competent people, execution is a strength. In order to achieve our mission & maximize our value delivery for customers, taking intelligent risks followed by excellence in strategy & execution is necessary. Our amazing customers deserve a shot at the upside.

Role

Be part of the early foundational team building AgentSync’s Customer Success function! 

This is not your typical Implementation role. Salesforce-nerd? Data-driven? Process-driven? Organized? Structured thought process? High intellectual horsepower? Natural problem-solver? Business builder? Let's chat.

AgentSync’s Customer Success team will be our fastest growing organization for the foreseeable future. That means, by definition, rapid upward career trajectory & unlimited lateral career mobility opportunities. We know talent is the most sustainable, competitive asset over time for any business, and we know career growth & perpetual learning are highly important to you.

The CS Implementation team plays one of the most important roles in AgentSync’s customer experience lifecycle, getting our new customers - who have invested their time, resources, and trust in us - fully project managed, configured, implemented, & up-and-running. AgentSync is growing rapidly, and we’re committed to keeping our customer projects & execution proportionally effective & tightly managed - i.e. as painless & efficient for customers as possible. In order to do this, we need to have a high bar for our work product, and the CS Implementation team sits at the center of delivering on those commitments to our customers.

Responsibilities: 

• Use your love of Salesforce, your deep understanding of AgentSync’s products, your data-driven & process-driven operational excellence, and your project management skills to own & manage full-lifecycle customer implementation project plans like a boss.
• Partner w/ & guide senior customer stakeholders post-sale in all necessary internal business decisions + data & information gathering requirements for their AgentSync solution. 
• Use your excel weaponry to organize, map, normalize, model, dataload, and test their fully-loaded AgentSync solution.
• Configure AgentSync (built on Salesforce) Objects, Fields, Dashboards, business rules for automation, etc.based on their customer needs & use cases.
• Provide amazing, over-delivering ongoing project management support through project completion.
• Transparently track + clearly & effectively communicate project progress w/ customers & internal AgentSync teams across every step of the process.
• Create & iterate on the best-practice processes, templates & tools, and the bar for excellence that will serve as the foundation for our fast-growing team to thrive.
• Be a critical, strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually ID AgentSync product feature & customer experience improvements.

Basic Qualifications: 

• 2+ years of work experience in SFDC Admin / Implementation / Project Management, Sales Ops, Customer Ops, Biz Ops, Analyst, or PM role
• 2+ years of work experience in Mid-Market/Enterprise SaaS environment
• 2+ years of Salesforce configuration or Salesforce Admin experience
• Exceptional Microsoft Excel skills  

Preferred Qualifications: 

• 3+ years of work experience in Mid-Market/Enterprise SaaS environment
• 3+ Years of Salesforce configuration-heavy or Salesforce Admin experience
• 3+ years of work experience in SFDC Admin / Implementation / Project Management, Sales Ops, Customer Ops, Biz Ops, Analyst, or PM role
• 3+ Years of excel-heavy and/or data-modeling work
• Team Captain mentality
• Natural problem-solver, comfortable with complexity and ambiguity
• Proactive & passionate: independently solving conceptual problems, and delivering results in challenging situations 
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business