Teams at AgencyBloc

Lead SaaS onboarding engagements from contract signature through go-live. Serve as the primary client contact, assess business needs, develop tailored onboarding plans, manage timelines and risks, configure software, advise on data migration and workflows, resolve complex implementation issues, train users, evaluate go-live readiness, and coordinate handoffs to Customer Success. The role also contributes to process improvements, documentation, and post-implementation reviews.

Build and maintain AgencyBloc’s revenue data platform in Databricks, including pipelines, automated reporting, dashboards, data models, quality checks, and reconciliation across GTM systems. Support forecasting, commissions, and predictive analytics while documenting metric definitions and governance standards. Partner with sales, client success, finance, and executives to explain findings, align revenue metrics, and deliver a governed source of truth.

Provides frontline support for AgencyBloc’s software products through phone, email, video, and live chat. Troubleshoots client issues, conducts brief training, answers product questions, promotes adoption, and collaborates with internal teams. The role requires insurance or software-support experience, strong communication and problem-solving abilities, proficiency with Google Suite and Microsoft Office, and the ability to manage multiple priorities while meeting customer satisfaction and efficiency goals.