Ortiz Property Group @ REAL Broker

Director

• 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.

Associate General Counsel

Product Manager

• Lead the strategic development of features within the Manage product line, ensuring close collaboration with cross-functional teams such as engineering, QA, design, and GTM to align with business goals and craft effective release and launch strategies.
• Tackle complex challenges and develop strategies that span multiple product areas, ensuring comprehensive and integrated solutions.
• Leverage your deep understanding of our customers' businesses and user behavior to design and implement an intuitive, reliable user experience that addresses key customer needs and delivers measurable value.
• Take ownership of the Manage product roadmap, partnering with the Head of Product to develop, refine, and clearly communicate the product strategy both internally and to external stakeholders.
• Commit to continuous improvement by proactively identifying and pursuing opportunities to enhance both business outcomes and customer satisfaction, driving a culture of innovation and excellence.
• Collaborate with engineering, design, QA, and subject matter experts to align on the optimal approach for delivering the feature roadmap with resilience, timeliness, and a focus on long-term sustainability.
• Act as a product evangelist, advocating for AgentSync's solutions and their value both internally to executive teams and externally to customers, partners, and industry leaders.
• Analyze market trends, competitor offerings, and customer feedback to identify strategic opportunities for innovation and differentiation within AgentSync's products, ensuring a competitive edge.
• Facilitate effective communication and collaboration between technical and non-technical stakeholders, serving as a liaison to ensure mutual understanding and alignment on product objectives and strategic initiatives.
• Mentor and support junior product team members, fostering a collaborative and high-performing environment, and encouraging their professional growth and development.

Staff Product Manager

• Drive the development of features across multiple products, collaborating closely with cross-functional teams including engineering, design, and QA
• Leverage your deep understanding of our customers' businesses and our user behavior to design an intuitive, reliable user experience that addresses key customer needs and delivers measurable value
• Partner with the Head of Product to shape product strategy and ensure it is communicated clearly and consistently across the organization
• Commit to continuous improvement by seeking opportunities to enhance both business outcomes and customer satisfaction
• Collaborate with engineering, design, QA, and subject matter experts to align on the optimal approach for delivering the feature roadmap with resilience and timeliness
• Act as a product evangelist, advocating for AgentSync's solutions and their value both internally to teams and externally to customers and stakeholders
• Analyze market trends and competitor offerings to identify opportunities for innovation and differentiation within AgentSync's products.
• Facilitate effective communication between technical and non-technical stakeholders, serving as a liaison to ensure mutual understanding and alignment on product objectives
• Mentor and support junior product team members, fostering a collaborative environment and encouraging professional growth.

Senior Product Manager

Growth Marketing

• Collaborate with cross-functional partners to bring campaigns to life end-to-end
• Continuously test subject lines, CTAs, segmentation strategies to improve engagement and conversion rates
• Ensure all marketing messages are on-brand, compliant, and optimized for performance
• Create and manage UTM tracking for all campaigns
• Work closely with content creators to transform strategy into distribution-ready campaigns
• Partner with sales to support lead quality and customer communications
• Lead and execute all email marketing programs
• Manage organic social media on LinkedIn

Growth Marketing Manager

• Exceed annual and quarterly sales targets (Ramped quota in first fiscal year)
• Own and manage the full sales cycle (e.g. opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, closed won/lost, etc.) and sales outcomes within AgentSync's culture and values - most especially, Customer Love
• Generate pipeline at high velocity in net new insurance carrier, agency, and MGA accounts.
• Collaborate closely and effectively with customers via a consultative, solution selling, and leveraging our customer engagement process to drive continuity across every phase of the sales cycle
• Receive weekly coaching and feedback from your manager, which you will then implement into your sales processes.
• Manage sales cycles using the MEDDIC sales framework
• Intimately understand our customers’ goals, current business processes and solutions, pain and gain points, budgets, and business outcomes they’re trying to solve for with AgentSync
• Communicate clearly and accurately with internal teams re: your new sales pipeline generation, current sales pipeline/funnel updates, accurate forecasting, new prospective customer requirements, and closed-loop product feature feedback, etc
• Work cross-functionally with technical and implementation teams to deliver comprehensive professional services, leading to exceptional customer outcomes.
• Create and iterate on foundational best practice process, tools, measurement, and the critical foundations of a world-class Sales function

Enterprise Account Executive

• Architect the partnership strategy that drives sustainable revenue growth through our most strategic 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 that create competitive differentiation in the insurance technology space
• Develop and execute partner-focused sales cycles targeting both new business acquisition and expansion within existing customer accounts
• Serve as the definitive industry expert in internal trainings, external webinars, and industry events, establishing thought leadership in Salesforce ecosystem selling within insurance
• Educate partner sales teams and field organizations on joint value propositions and co-selling methodologies
• Create comprehensive enablement artifacts and training programs that accelerate partner-driven pipeline generation
• Lead customer-facing and partner-facing events that drive measurable joint pipeline creation and sales acceleration
• Work closely with Marketing, Sales, Product, and Customer Success teams to execute integrated sales plays with top-tier partners
• Drive field alignment efforts including enablement programs, demand generation campaigns, and strategic prospecting initiatives
• Develop alliance-focused marketing campaigns that create sustainable opportunity flow and long-term revenue growth
• Communicate execution strategies effectively to both partner field sales and internal sales teams
• Lead alliance team strategy and day-to-day partner field relationships
• Establish individual and team goals with clear processes, visibility, and accountability mechanisms that drive consistent results
• Travel to partner locations, customer sites, and joint trade show venues as necessary (up to 25%)

Partner Alliance Director

Sales Development Rep

• Generate new opportunities and sales pipeline through outbound sales tactics
• Build account plans in collaboration with your Account Executive to drive further understand of our Target Accounts
• Partner with Demand Generation to execute on cross-functional sales plays and events
• Help AgentSync get a foot in the door at the biggest insurance companies in the world
• Become a master of prospecting tools: Outreach, LinkedIn, Salesforce, Loom, Sales Navigator and more
• Go through AgentSync sales bootcamp (AgentCafes) and receive ongoing sales training monthly
• Showcase mastery around research analysis for your named accounts
• Receive broad exposure across departments to grow your internal brand
• Call! Cold calling is large part of this role

Sales Development Representative

• Manage the complete sales cycle for strategic accounts across multiple insurance distribution channels, including new business acquisition, renewals, and upsell/cross-sell opportunities.
• Develop a robust pipeline through comprehensive knowledge of your assigned 20-25 key accounts' current states and needs.
• Develop deep understanding of customer objectives, existing business processes, challenges, opportunities, budget constraints, and desired business outcomes in relation to AgentSync solutions.
• Employ consultative solution selling techniques and follow our customer engagement process (CEP) to ensure consistency throughout all phases of the sales cycle.
• Participate in weekly coaching sessions with your manager and integrate feedback into your sales approach and methodologies.
• Provide clear, accurate updates to internal teams regarding pipeline development, sales funnel status, forecasting, prospect requirements, and product feedback.
• Collaborate with technical and implementation teams to ensure comprehensive service delivery that achieves exceptional customer outcomes.
• Contribute to the development and refinement of best practices, processes, tools, and metrics that build the foundation of our world-class Sales function.

Strategic Account Executive

Administration

• Wow customers with AgentSync's culture and values - most especially, Customer Love
• Build and cultivate deep, trusted, and transparent relationships with our customers, your clients, while doing the same on a team and company level
• Collaborate closely and effectively with customers and AgentSync teams to ensure delivery of agreed upon services and solutions for our customers
• Get hands-on supporting customers, using the AgentSync products firsthand, to quickly, accurately, and efficiently solve their challenges
• Deeply understand our customers’ goals, ambitions, daily problems, business process improvements, and different use cases
• Use your love of Salesforce and deep understanding of AgentSync’s products to understand customer requests, inquiries, and product feature requirements
• Communicate clearly and accurately with internal teams regarding customer updates, new customer requirements, progress updates, and closed-loop product feedback for service and product innovation
• Create and iterate on foundational best practice processes, tools, measurement, and keep a growth mindset
• Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements