Teams at AgentSync

Own and optimize AgentSync’s go-to-market technology stack, including Salesforce and HubSpot; manage workflows, integrations, permissions, planning, commissions, reporting, and data governance. Build dashboards, maintain data integrity, support deal desk and partner workflows, automate manual processes with AI, document systems, and train GTM teams. Partner with Sales, Marketing, Customer Success, and Finance on forecasting, quotas, territories, and compensation processes.

Own the post-sale lifecycle for approximately 30 strategic enterprise accounts, driving adoption, measurable business outcomes, retention, and expansion. Build executive relationships, lead business reviews, manage escalations, coordinate cross-functional teams, and advocate for customer needs across Product, Engineering, Sales, and Marketing. Develop customer engagement plans, playbooks, and best practices while providing insurance compliance guidance. Travel for customer meetings and onsite executive reviews.

Own the full sales cycle for mid-market B2B SaaS customers, from pipeline generation and qualification through demonstrations, negotiation, forecasting, and close. Generate greenfield pipeline across the insurance industry, use MEDDIC and consultative selling methodologies, understand customer business outcomes, collaborate with internal teams, and help establish scalable sales processes and best practices.