Managed Service Specialist

Job description

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. Overview: 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...