Ortiz Property Group @ REAL Broker

Sales

• Own and hit the ARR quota roll-up of your team including New Logo Acquisition and Upsells/Cross sell to existing book of business
• Manage a team of 4-5 AEs within the Strategic segment, responsible for the largest insurance organizations in the US
• Be an active member of the Strategic deal teams: overseeing that AEs are acting as the CEO of their territories, lead development, aligning on strategy, persona mapping, use case development, and executive alignment for six and seven figure opportunities.
• Advance and improve existing sales and forecasting processes
• Recruiting and hiring world class sales talent
• Culture champion: culture of consistent high performance through instrumentation and coaching of sales process
• Provide support on highly complex large strategic deals through cross functional collaboration and team selling
• Continue to iterate on the foundation of our high velocity Customer Engagement Process
• Reinforce MEDDIC sales playbook
• Orchestrate enablement and insurance vertical best practices for the entire sales team
• Create momentum through industry contacts to create upper funnel opportunity and executive alignment with prospects
• Partner closely with product and marketing to drive strategy
• Take smart bets: A/B test our sales plays and find opportunities to improve

Director, Sales – Strategic

Product Marketing

• Develop and refine product positioning and messaging that highlights customer pain points, business outcomes, and competitive differentiation.
• Define and maintain target market segments and buyer personas, ensuring all messaging aligns to audience needs and business priorities.
• Extract and articulate value from technical documentation, product demos, and SME input into compelling marketing collateral and sales enablement content.
• Lead go-to-market (GTM) strategies for new product launches and feature enhancements.
• Partner cross-functionally with product management, sales, enablement, and customer success to ensure clear, consistent communication of product value.
• Create storytelling-driven content such as presentations, case studies, and solution briefs that bring our products to life through customer impact and outcomes.
• Conduct competitive analysis to inform positioning, pricing, and packaging strategies.
• Build and manage programs for voice of customer (VOC) insights, gathering feedback to influence product roadmaps and marketing approaches.
• Collaborate with sales enablement to ensure revenue teams are equipped with the right tools, messaging, and materials to drive adoption and deal velocity.
• Analyze market trends, customer behavior, and campaign performance to continually optimize positioning and strategy.

Senior Product Marketing Manager

Director

• Cultivate a high-performing team by developing individual team members and setting clear expectations and definitions of success for the team
• Evaluate, develop, and make recommendations for all of our managed services offerings - including pricing, bundling, and delivery
• Manage the PnL for Autopilot services
• Deliver a thoughtful, long-term roadmap for managed services, aligned with the corporate strategy, to optimize the success of our business overall
• Definition, execution and reporting on the team OKRs
• Create and improve team operations, including processes to optimize collaboration across teams, and documentation
• Investigate, define, and implement automations to drive efficiency and accuracy; own the metrics for the team to get you there; be obsessed with measurement and continuous improvement for both the business and the customer value delivered
• Collaborate closely with the product team to share feedback on pain points and bottlenecks, and to provide guidance on future features and enhancements
• Collaborate closely with the customer success team to ensure value for our shared customers, including handling customer escalations
• Collaborate closely with automation engineers and our analytics team to understand how processes can be optimized or automated
• Collaborate with third party vendors to build partnerships that result in measurable growth or ROI for the business

Director – Autopilot Managed Services

Learning and Development

• Lead high-impact customer training engagements during implementation and beyond, ensuring rapid time-to-value and sustained product adoption.
• Design and evolve outcome-driven learning programs grounded in adult learning principles, creating engaging and effective learning experiences for both customer and internal audiences.
• Deliver interactive live and virtual sessions, including paid training packages, workshops, webinars, and internal product education programs.
• Translate complex product functionality into structured learning journeys tailored to different roles, use cases, and levels of expertise.
• Partner cross-functionally with Implementation, Customer Success, Product, Product Marketing, and Revenue teams to align training with adoption, retention, and revenue goals.
• Analyze feedback, adoption metrics, and performance data to continuously improve curriculum, scalability, and enablement effectiveness.
• Contribute to the development of a scalable customer education strategy, building frameworks and resources that support long-term growth and internal readiness.

Senior Customer Enablement – Training Manager

• Own, manage, and deliver all assigned customer engagements from initial scoping during the sales prospecting phase, through any subsequent onboarding phases, with a handoff to Customer Success and Support.
• Lead Professional Services delivery teams: Project Managers, Technical Solution Engineers, Solutions Consultants and other applicable roles.
• Responsible for all engagement staffing assignments, allocations, time tracking, Project Management adherence to best practices, delivery strategy, customer facing management and escalations.
• Responsible for management of all time, scope, and budget expectations for each engagement
• Partner with Sales to support pre-sales activities, including creating implementation plans, presenting implementation approaches, scoping, pricing and drafting SOWs.
• Lead, and own, key process areas through design and implementation of scalable frameworks, tools, best practices.
• Drive initiatives that advance operational maturity across the delivery organization.
• Lead a cross-functional team by setting clear expectations, building community, and inspiring excellence.
• Drive team culture and performance through coaching, career development, and balancing skills to meet business needs.
• Ensure governance and quality by adhering to best practices and managing portfolio risks.
• Serve as the senior escalation point for complex project challenges, ensuring clear communication, strategic alignment and timely resolution to maintain customer satisfaction.
• Collaborate with cross-functional partners to identify at-risk customers and address implementation needs.

Service Delivery Director

Account Executive

• Exceed annual and quarterly sales targets (ramped quota for first 3 months), including net new revenue, gross retention revenue and professional services fees.
• Take a keen interest in the nuances of the insurance industry, from the ever-changing regulatory environment to the unique challenges facing Life, Health and Annuities vs Property and Casualty markets.
• Utilize acquired industry knowledge and customer stories to lead with a point of view in each and every customer interaction.
• Helping customers with varying footprints, across numerous lines of business, types of companies, etc can be an added challenge selling to a niche market, so recognizing how their business goals align with the value AgentSync delivers is key to your success, AgentSync’s success and ultimately the success of the customer.
• Build and maintain relationships with key contacts within the accounts you close over time and partner with Customer Success to continuously engage customers as appropriate.
• Create territory plans and account plans to strategically penetrate your named accounts
• Take ownership of your own pipeline by setting self-paced prospecting goals each quarter, and developing and executing on a strategy to achieve them.
• Utilize designated pipe-gen days to cover the largest territory on the team and ensure every company in your patch knows AgentSync.
• Operate autonomously as “the CEO of your territory” with the help of support teams such as Pre-Sales Engineering, Marketing, SDRs, Product, Legal, Finance, Delivery and Customer Success.
• Adopt and embrace AgentSync’s Customer Engagement Process (CEP) to execute customer-focused evaluation cycles with the forecasting diligence that enables our business to grow and expand in a responsible way.

Mid-Market Account Executive

General Counsel

• Negotiate and manage transactional and commercial agreement processes and templates.
• Support and/or oversee other legal matters, including general corporate, intellectual property, regulatory, labor/employment, and litigation.
• Stay current with the company’s legal documents and operations.
• Develop and maintain strong relationships with external parties, such as partners, regulators, and external counsel.
• Be versatile and hands-on in this fast-paced, startup environment, ready to take on various roles as needed.