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About the Role
Gyde is seeking a technical, hands-on Partner Success Specialist to manage the implementation of the Gyde platform (GydeOS) within newly acquired agencies. This role involves configuring GydeOS by mapping agency business, integrating CRMs, setting up commission logic, and tuning the AI agent, Gia, to specific agency needs. The position requires a proactive approach to problem-solving, including data querying, scripting, and dashboard creation, with a focus on speed-to-value and standardization.
Responsibilities
- Own end-to-end GydeOS stand-up for each newly acquired agency, from kickoff to go-live.
- Integrate GydeOS with the agency's CRM, helping to build a defined connector set and migrating them onto a supported stack.
- Drive book-of-business (BoB) and broker RTS (ready-to-sell) upload, validating, cleaning, and troubleshooting data.
- Configure commissions and contracting modules, including commission and override mapping, carrier/upline hierarchy, and agency-specific incentive structures.
- Work with Engineering to configure Gia to the specific agency and build a playbook for agent behavior.
- Build lightweight BI views and reporting for integration health visibility.
- Identify and resolve integration blockers quickly, escalating when appropriate.
- Train the full downline of agents at each agency on GydeOS.
- Help build and maintain scalable enablement collateral for the Partner Success team.
- Support rollout of new GydeOS/Gia features to existing agencies and drive user adoption.
- Own inbound support requests from agency owners and brokers post-go-live.
- Use AI coding tools for data debugging, scripting, and configuration troubleshooting.
- Escalate genuine product bugs or platform gaps to Engineering.
- Feed recurring issues and patterns back into the playbook and Product roadmap.
- Coordinate with the Partner Growth Director and agency leadership to meet implementation timelines.
- Provide feedback loops to Product, Engineering, and Data organizations.
Requirements
- 4+ years in a technical, field-facing role (solutions engineering, forward deployed specialist, technical implementation, or technical customer success) with end-to-end client-side configuration ownership.
- Comfortable with SQL and Python for data validation, cleanup, and light scripting.
- Experience using AI coding tools (Codex, Claude Code, or similar) daily.
- Experience building BI/analytics views (SQL + a BI tool, or equivalent).
- A bias toward executing a playbook well over improvising a custom solution.
- Sharp troubleshooting instincts and independence in resolving issues.
- Strong client-facing presence.
- Willingness to travel to portfolio agencies during active integrations (~25%).
Skills
- SQL
- Python
- AI coding tools
- BI/Analytics
- Troubleshooting
- Client-facing communication
Location
- Remote
Work Type
- Full-time
- Hybrid
Experience Level
- 4+ years
Benefits
- Flexible (Unlimited) Paid Time Off
- Medical, Dental, and Vision benefits
- Retirement Plan (e.g., 401K)
- Parental Leave
About the Company
- Insurance brokers are underleveraged assets in the healthcare value chain, guiding millions through plan selection and care navigation with outdated tools.
- Gyde is building the first AI-native insurance brokerage platform to automate operations, power intelligent voice and chat, and predict optimal coverage.
- The company acquires traditional brokerages and transforms them into data-driven organizations using its platform.
- Gyde's platform enables agencies to run more efficiently, serve clients personally, and scale faster.
- The founding team has experience from Oscar, Stripe, Vista Equity Partners, and Alpine.
- Gyde has secured $60M in financing led by Lightspeed, with participation from Optum Ventures, Crystal Venture Partners, Virtue, MVP Ventures, and others.