Note: The job is a remote job and is open to candidates in USA. Insycle builds data integrity infrastructure for CRMs. The Associate Customer Success Engineer owns a customer portfolio across onboarding, adoption, renewal, and expansion, providing hands-on guidance to help customers use Insycle as a governed data layer for their CRM and AI initiatives.
Responsibilities
- Drive adoption: Help customers grow from one-off cleanup toward using Insycle as the governed data layer for their CRM. Spot opportunities for new use cases (additional workflows, teams, data objects) and bring them to customers with support from senior team members
- Optimize usage: Review customer workflows and suggest improvements. Learn to identify inefficiencies, risks, and better ways to structure data processes
- Provide configuration feedback: Review customer setups and flag potential issues early, escalating complex configurations for a second review
- Share customer learnings: Capture patterns and best practices you see across your accounts, and share them with customers and the team. Over time, help customers understand what “good” looks like at their scale
- Support value communication: Help customers articulate impact and return on investment internally (time saved, risk reduced, data quality improvements). Prepare clear summaries for renewals and budget justification
- Engage at key moments: Reach out at new use cases, scaling usage, upcoming renewals, upgrades and downgrades, product updates, and when usage drops or issues arise
- Keep stakeholders aligned: Help to close gaps for customers and keep your accounts aligned with broader company initiatives
- Handle objections: Learn Insycle’s competitive positioning and speak to common objections with clear differentiation and technical explanations
Skills
- Are a self-starter with a bias to action
- You see what's needed, take ownership, and create improvements without being asked
- Are hungry to improve processes and move the company forward; you notice patterns, propose scalable fixes, and follow through
- Are curious but intentional
- You ask great questions, form hypotheses, test quickly, and measure impact
- Have 1-2 years in Customer Success, onboarding, solutions consulting, or a similar technical, customer-facing role at a B2B SaaS company
- Communicate clearly across chat, email, and Zoom with video on; you can translate complex topics into simple, friendly guidance and are comfortable communicating with various stakeholders
- Are technical, with the ability to learn quickly and become a product expert
- Are comfortable with CRMs and data workflows (HubSpot or Salesforce), and you can troubleshoot technical issues
- Enjoy collaborating, stay positive and energetic under pressure, and embody being helpful in every interaction
- Align with our mission: make working with data easy, fun, and not scary
Benefits
- 0.05% - 0.1% Equity
- Medical, dental, and vision insurance.
- 401K with a 4% company contribution.
- PTO, sick and unplanned time off, holidays.
- Full-Time remote, based in the United States (Eastern or Central time zones preferred), United Kingdom, or Canada; Monday–Friday, 9am–6pm local.
Company Overview