Ortiz Property Group @ REAL Broker

Financial Planning and Analysis

• Own the development and execution of AgentSync’s financial strategy in alignment with company goals
• Serve as a core member of the executive team and strategic advisor to the CEO
• Lead long-range planning, scenario modeling and capital efficiency efforts across the business
• Evaluate growth initiatives, pricing strategies, and investment opportunities through a financial lens
• Lead forecasting, budgeting and financial modeling processes to support key strategic decisions
• Deliver clear, actionable financial insights and OKRs to the CEO, board and leadership team
• Evaluate and model the financial impact of new initiatives, product investments and market expansion
• Provide strategic direction to the accounting function; oversee month-end close, revenue recognition and compliance
• Support the Controller in managing day-to-day accounting operations, including payroll, AP/AR, and GL functions
• Ensure timely, accurate, GAAP-compliant financial reporting and support audit readiness
• Implement scalable financial controls, processes and systems to support company growth
• Oversee cash flow management and capital planning
• Lead the development and enhancement of financial systems, tools, and internal control frameworks
• Develop KPIs, dashboards, and reporting tools that translate financial data into actionable insights
• Collaborate cross-functionally to drive margin improvement, cost optimization, and revenue acceleration
• Build and scale a high-performing finance and accounting team
• Foster a culture of ownership, accountability and financial literacy across the company

Vice President, Finance

Customer Success Manager

• Own the customer experience internally and externally acting as a conduit between AgentSync’s Professional Services, Product, and Executive teams and the customer’s organization.
• Build and cultivate deep, trusted, and transparent relationships across all levels of the customer’s organization, exceeding their expectations during every phase of the customer lifecycle.
• Partner with internal teams to execute a consistent delivery motion, while also driving prioritization of customer needs to ensure they are balanced within our strategic product roadmap.
• Communicate clearly and accurately with the customer’s Executive leadership regarding our partnership, their measurable success, and any risks that could impact their business.
• Map the customer’s organization and build a comprehensive account plan that highlights opportunities and key stakeholders who impact how we progress our partnership.

Strategic Customer Success Manager

Revenue Operations

• Build and execute the RevOps strategy to align sales, marketing, and customer success teams around revenue goals.
• Establish scalable processes to drive efficiency and performance.
• Mentor and develop the RevOps team, building a high-performing function that scales with the company’s growth.
• Augment and operationalize our sales motions, territory management and pipeline strategy.
• Develop sales forecasting models and collaborate with sales leadership and business partners on annual operating plans to achieve revenue goals.
• Design and manage competitive sales compensation plans that align with company objectives, analyzing and adjusting based on performance and market trends.
• Collaborate with Product and GTM on pricing strategies to maximize revenue and customer lifetime value; oversee CPQ process and tools helping us operate efficiently.
• Support team in reporting to deliver real-time, actionable insights on sales performance, marketing attribution, and customer success metrics for GTM teams and leadership.
• Identify and resolve bottlenecks in the revenue process, implementing scalable solutions to improve workflows across sales, marketing, and customer success.
• Serve as the liaison between sales, marketing, and customer success, ensuring alignment on revenue goals, KPIs, and action plans.
• Evaluate and enhance our use of technologies and tooling to streamline processes and drive efficiencies as we scale.

Director, Revenue Operations

Product Designer

• Lead the design of intuitive, impactful experiences that solve complex customer problems in the insurance compliance space
• Drive design projects from discovery through delivery with minimal guidance, working effectively in ambiguous and evolving problem spaces
• Apply a systems-thinking mindset to create scalable solutions across interconnected product areas
• Design within the Salesforce Lightning Design System, extending and adapting it where needed to meet user and business needs
• Partner closely with product managers and engineers to influence product strategy and define requirements through the lens of user experience
• Conduct advanced user research and testing to deeply understand user needs and validate design decisions
• Present and defend design decisions to stakeholders and leadership, influencing direction through strong storytelling and user advocacy
• Ensure a high level of quality and polish in the final implementation of your designs
• Interface directly with customers to assess usability and engage in user testing
• Build and iterate on a consistent design system

Senior Product Designer

• Own and command the full customer lifecycle for 10–15 enterprise accounts, driving measurable value, adoption, and expansion
• Cultivate deep, trusted, and transparent relationships across all levels of the customer’s organization—from end-users and champions to C-suite decision-makers
• Lead quarterly business reviews and executive conversations that tie product adoption to business impact
• Confidently manage escalations, serving as the first point of resolution and diffusing risk with minimal management support
• Drive internal accountability, ensuring cross-functional teams deliver on commitments with urgency and clarity
• Proactively identify risks and opportunities, crafting and owning recommendations to keep customers on a path to green
• Grow insurance and compliance expertise to provide credible, strategic guidance on process improvements powered by AgentSync
• Influence product, engineering, sales, and marketing by championing the voice of the customer and identifying opportunities to improve our product and customer experience
• Contribute to the foundations of a world-class Customer Success function by creating and iterating on best practices, tools, and playbooks

Enterprise Customer Success Manager

Salesforce Developer

• Develop and document technical solutions that align with AgentSync product capabilities and customer requirements, ensuring seamless integration and optimal performance
• Design complex solutions that integrate AgentSync's Salesforce app into customers' existing business system workflows
• Engage with customers to understand business challenges and translate them into effective technical solutions
• Work with technologies including Salesforce and MuleSoft to deliver solutions for the insurance industry
• Serve as technical leader and architect: perform code reviews and read/write Apex at high proficiency
• Balance customer requirements with technical limitations, collaborate with stakeholders, and drive product improvements
• Assist in deployment of technical solutions, including hands-on development and overseeing/supporting engineers on projects
• Create comprehensive technical documentation for solutions
• Communicate technical concepts to both technical and non-technical stakeholders
• Own solution quality, cost-effectiveness, minimize total cost of ownership, and resolve post-launch issues efficiently

Salesforce Solutions Architect, Technical Solutions Engineer

Solutions Engineer

• Orchestrate and lead discovery workshops to capture customer business and technical needs.
• Translate customer requirements into functional specifications and solution definitions aligned with AgentSync product offerings.
• Create implementation documentation: executable requirements, testing & acceptance criteria, flowcharts, integration definitions, data mapping, wireframes, etc.
• Engage directly with clients to map challenges, use cases, business processes, strategic aims, value drivers, and business goals to AgentSync capabilities.
• Maintain deep product knowledge of AgentSync offerings and communicate features, benefits, and limitations.
• Collaborate closely with product management, engineering, and internal teams to relay customer feedback and improve product.
• Guide customers, partners, and internal teams on solution capabilities and best practices.
• Manage multiple complex projects simultaneously across different life-cycle stages.
• Travel approximately 30% to customer sites for kickoffs, discovery workshops, demonstrations, requirements gathering/playback, and scoping.

Senior Solutions Consultant, Salesforce

Project Manager

• Manage and guide delivery of multiple projects through all phases to ensure successful delivery of exceptional outcomes and customer experience
• Ensure the experience of working with AgentSync exceeds client expectations
• Become a trusted and valued partner of the client executives: CIO, CTO, PMO and gain the confidence of the client's business stakeholders
• Capture innovations, lessons learned and successes on projects and share them with the wider organization
• Build positive team dynamics and relationships with customer stakeholders; remedying issues to maintain healthy and productive communities at the Client
• Maintaining strong expertise and knowledge of AgentSync products and roadmap
• Proactively track and effectively communicate project progress, risks and schedules with customers and internal AgentSync teams throughout the project lifecycle
• Be a critical, strategic “voice of the customer” and thought-partner for our teams to perpetually identify AgentSync product feature and customer experience improvements

Senior Project Manager, Service Delivery

Director

AgentSync is a Compliance as a Service solution integrating regulatory database sources with core business systems
Architect the partnership strategy that drives sustainable revenue growth through ISV and technical alliances
Own end-to-end alliance pipeline generation and opportunity development, with full accountability for partnership-sourced revenue
Build, evaluate, and manage high-impact SI Alliance relationships
Develop and execute partner-focused sales cycles targeting new business and expansion
Serve as industry expert in internal trainings, external webinars, and industry events
Educate partner sales teams and field organizations on joint value propositions and co-selling methodologies
Create comprehensive enablement artifacts and training programs
Lead customer-facing and partner-facing events that drive measurable joint pipeline
Work closely with Marketing, Sales, Product, and Customer Success teams to execute integrated sales plays
Drive field alignment including enablement programs and demand generation campaigns
Develop alliance-focused marketing campaigns
Communicate execution strategies to partner field sales and internal teams
Lead alliance team strategy and day-to-day partner field relationships
Establish individual and team goals with clear processes, visibility, and accountability
Travel to partner locations, customer sites, and joint trade show venues as necessary (up to 25%)