Senior Solutions Consultant



Denver, CO, USA
Posted on Tuesday, September 19, 2023

Remote in CA, CO, CT, Washington DC, FL, GA, IL, IA, IN, KS, LA, MA, MD, NC, NJ, NV, NY, OR, TX, UT, VA, VT, WA

AgentSync’s Solutions Consultants are the linchpins of our Delivery team. Their mission? To orchestrate insightful discovery workshops, distill customers' intricate business and technical needs, and blueprint specifications that align with unique business scenarios. We're on the hunt for vibrant minds that thrive on technology and systems, those who aren't just detail-oriented but detail-obsessed, and individuals who are adventurers at heart – unafraid of the unknown and adept at steering through ambiguity. If you possess stellar interpersonal prowess and have a knack for eloquent communication, we invite you to bring your out-of-the-box thinking to our dynamic team.

What you’ll do:

  • Solution Definition: Translate customer requirements into functional specifications, defining solutions that align with both the customer's needs and our product offerings.
  • Documentation: Create implementation documentation including executable requirements, testing & acceptance criteria, supporting flowcharts, integration definitions, data mapping, wireframes, and more.
  • Customer Interaction: Engage directly with clients to understand their challenges, use cases, business processes, and requirements. Work with them to map their strategic aims, value drivers, and business goals to AgentSync capabilities. Demonstrated track record of leading customer workshops.
  • Product Expertise: Maintain deep product knowledge of AgentSync offerings; understanding the features, benefits, and limitations of our product suite.
  • Collaboration: Work closely with product management, engineering, and other internal teams to relay customer feedback and help improve the product.
  • Best Practices: Guide customers, partners, and internal teams on solution capabilities and best practices.
  • Stay Updated: Keep up-to-date with industry trends, competitor products, and emerging technologies.
  • Project Workload: Work within multiple complex projects simultaneously, where some are at different stages of the life cycle.
  • Travel: Approximately 30% travel, to customer sites to drive project kickoff, discovery workshops, product demonstrations, requirements gathering, requirements playback, and scoping.

Your experience:

  • Proven experience in a senior / principal role in a Professional Services / Delivery or Product organization.
  • Strong business systems acumen and clear track record of solving complex systems and/or business process challenges.
  • Experience working within, developing requirements for, and integrating with other key business systems.
  • Excellent communication and presentation skills.
  • Detail oriented and organized: able to make logical and data-driven decisions while working under continual guideline constraints.
  • Ability to work in a collaborative, fast-paced, start-up environment.

Nice to Have

  • Bachelor's degree in relevant field – e.g., IT, Computer Science, Business Administration.
  • Salesforce Administration experience is a huge plus.
  • Salesforce Certifications, including SFDC Admin, App Builder, Business Analyst are a plus.
  • Experience writing test cases, organizing and driving UAT (User Acceptance Testing) cycles.
  • Experience in the insurance space.

Don’t meet every single requirement?

At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

About us:

AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.


In accordance with Colorado law, the following represents AgentSync’s reasonable estimate of the range of possible compensation for this role, if hired in Colorado.

Denver/Boulder Metro

$140,000 - $160,000 + Annual Bonus

Additionally, this role is eligible to participate in AgentSync’s equity program.

100% Company Paid Healthcare Insurance (for you and dependents)

  • Medical
  • Dental
  • Vision

Financial Benefits

  • 401(k) retirement savings plan

Other Benefits

  • Unlimited PTO
  • 11 paid holidays per year
  • 12 weeks 100% paid parental leave and $4,000 return to work childcare stipend

Candidates: AgentSync Recruiting & Talent teams will only communicate with you using email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).