Customer Success Engineer

Summary

Insycle is a SaaS company providing a platform to organize, cleanse, and manage CRM data. The Customer Success Engineer will manage customers across onboarding, adoption, renewal, and expansion, providing hands-on technical guidance, driving data integrity initiatives, and acting as a strategic advisor. The role also involves identifying risks, communicating value, retaining at-risk accounts, and addressing technical and competitive objections.

Responsibilities

• **Drive adoption**: Help customers scale from one-off cleanup to Insycle as the core, governed data layer for their CRM. Drive new use cases (additional workflows, teams, data objects)
• **Optimize usage**: Hands-on guidance for reviewing customer workflows and suggesting improvements. Identify inefficiencies, risks, and better ways to structure data processes
• **Provide expert validation**: Act as a second set of eyes on complex setups. Flag potential issues before they become problems
• **Deliver high-signal insights**: Share patterns and best practices seen across similar customers. Help customers understand what “good” looks like at their scale
• **Support value communication**: Help customers articulate impact and return on invetsment internally (time saved, risk reduced, data quality improvements). Provide clear summaries for renewals and budget justification
• **Engage at key moments**: New use cases, scaling usage, upcoming renewal, upgrades and downgrades, product updates, when usage drops or issues arise
• **Pursue at-risk accounts**: Engage non-renewing customers. Lead outreach efforts and craft targeted offers to re-engage and retain them
• **Inform key stakeholders**: Liaise with all stakeholders to address any gaps and ensure alignment with broader company initiatives
• **Handle objections**: Speak credibly to competitive objections, addressing all concerns with concrete 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 3+ 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 highly 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
• Have experience partnering with RevOps or data teams, acting as a hands-on strategic advisor
• 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
• Full-Time remote, based in the U.S., Eastern or Central time zones preferred; Monday–Friday, 9am–6pm local

Qualifications

Must Haves

• 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 3+ 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 highly 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
• Have experience partnering with RevOps or data teams, acting as a hands-on strategic advisor
• 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
• Full-Time remote, based in the U.S., Eastern or Central time zones preferred; Monday–Friday, 9am–6pm local

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 U.S., Eastern or Central time zones preferred; Monday–Friday, 9am–6pm local.