
AgencyBloc
Remote Jobs
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
2 Jobs
Director of Sales
AgencyBlocThe #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
Role Description The Account Executive will be responsible for producing new revenue by identifying, sourcing, and closing prospects in a defined location. You will be a trusted advisor and use your understanding of your prospect’s challenges to recommend the proper solution. The role requires the ability to work under compressed deadlines in a fast-paced dynamic environment that demands flexibility, high quality work, and creativity. As a member of the Account Executive Team you will have the opportunity to gain valuable sales experience with a collaborative approach and support from our Marketing and the broader Sales Teams. Qualifications - 7-10 years in B2B SaaS sales with 3-5 years in a leadership role. - Extensive experience with high-velocity sales processes. - Proven track record of developing and managing managers in a scaling environment. - Deep expertise in funnel optimization and conversion analytics for SMB or Mid-Market. - Strong operational mindset with a focus on data-driven strategies. - Experience leading remote or hybrid teams. - Exceptional communication skills and alignment of cross-functional stakeholders around revenue goals. Requirements - Scale and lead a team of high performing Account Executives and Account Managers in a remote environment. - Drive revenue in our VSB and MM segments through repeatable high velocity sales motions, playbooks and execution frameworks. - Design repeatable and scalable sales processes that are built on delivering value and helping Customers and Prospects solve meaningful Business Problems. - Coach and Develop your sales team so they can perform at their best. - Architect territory designs to maximize market penetration. - Partner with Product teams to influence product roadmap based on market feedback. - Establish KPIs and accountability frameworks linked to company growth. - Ensure close collaboration with Customer Success for account expansion. Company Description
Client Success Manager, Scale
AgencyBlocThe #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
The Client Success Manager, Scale is responsible for driving product adoption, retention, and client satisfaction through scalable, technology-driven engagement strategies within the AgencyBloc suite of products and services. This role leverages automation, data insights, and digital resources to support a broad client base efficiently. The ideal candidate is analytical, tech-savvy, and passionate about optimizing the client experience at scale. Responsibilities: Client Engagement & Adoption Serve as a product and process expert on the AgencyBloc’s suite of products, guiding clients to success through scalable, technology-driven engagement. In collaboration with the Client Experience team, create, maintain, and optimize digital touchpoints; including in-app guidance, knowledge base articles, email campaigns, and webinars; to support product adoption and client education. Support scalable renewal and retention initiatives by ensuring clients understand and realize the value of AgencyBloc’s solutions. Customer Health & Insights: Monitor customer health and product usage trends to identify at-risk accounts and opportunities for proactive engagement. Leverage analytics and reporting tools to track adoption metrics, identify trends, and recommend actions to improve retention and satisfaction. Contribute to the continuous improvement of automation and client lifecycle management tools. Cross-Functional Collaboration: Collaborate with Product, Marketing, and Support teams to deliver coordinated client communications and enhance the customer journey. Act as the voice of the customer, collecting and communicating feedback to inform product enhancements and experience improvements. Participate in internal knowledge sharing to continuously refine tech-touch strategies, tools, and workflows. Perform other duties as assigned to support the success and scalability of the Client Success team and its initiatives. Skills/Education/Experience: 2+ years of experience in SaaS client success, digital engagement, or customer lifecycle management. Familiarity with CRM and client success automation platforms (e.g., Gainsight, HubSpot, or similar). Strong analytical and problem-solving skills with the ability to interpret data and drive action. Excellent written communication and digital content creation skills (e.g., emails, guides, or video scripts). High comfort level with technology and SaaS applications. Strong organizational skills and attention to detail in managing processes across a large client base. Collaborative and adaptable team player who thrives in a fast-paced, evolving environment. Motivated by improving processes and scaling client impact through automation and innovation. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.