Insurance powers almost everything, and yet the systems behind it are still held together with spreadsheets and manual processes. AgentSync is fixing that.
About the role
AgentSync is a leader in driving a modern insurance infrastructure experience. Our insurance compliance software connects the insurance industry to power growth, increase efficiency, and reduce risk. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Own and optimize the GTM tech stack, including Salesforce, HubSpot, Outreach, ZoomInfo, MonetizeNow, and related tools
- Build and maintain workflows for lead routing, enrichment, forecasting, and customer lifecycle automation
- Manage user setup, permissions, and new hir e provisioning across GTM systems
- Support integrations between Salesforce, HubSpot, billing, and internal platforms
- Deliver the yearly planning cycle in Salesforce: quota uploads, territory changes, forecasting setup, and report updates ahead of fiscal year kickoff
- Partner with Sales leadership and Finance on planning inputs, timelines, and handoffs
More about this role
AgentSync is a leader in driving a modern insurance infrastructure experience. Our insurance compliance software connects the insurance industry to power growth, increase efficiency, and reduce risk.
As a RevOps Analyst, you'll be a hands-on builder and operator for the systems, data, and processes behind AgentSync's go-to-market team. You'll turn revenue strategy into working systems, keep our data clean and reliable, and look for every chance to do things faster and better with automation and AI. This is a high-growth role with a clear path to take on more ownership over time.
- Own and optimize the GTM tech stack, including Salesforce, HubSpot, Outreach, ZoomInfo, MonetizeNow, and related tools
- Build and maintain workflows for lead routing, enrichment, forecasting, and customer lifecycle automation
- Manage user setup, permissions, and new hir e provisioning across GTM systems
- Support integrations between Salesforce, HubSpot, billing, and internal platforms
- Deliver the yearly planning cycle in Salesforce: quota uploads, territory changes, forecasting setup, and report updates ahead of fiscal year kickoff
- Partner with Sales leadership and Finance on planning inputs,...
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