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Customer Success Engineer

🕒 September 15

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍🔧 Technical Customer Success Manager

Where this job comes from

Posted on Insycle's careers page, not through a job board

First seen by Remote Rocketship September 15

Still open on Insycle's site. Checked 11 hours ago.

Logo of Insycle

Insycle

11 - 50 employees

💼 Consulting

📣 Marketing

📦 Logistics

💰 $50k Pre Seed Round on 2018-08

Consulting • Marketing • Logistics

Insycle is a software development company that specializes in data management solutions. It offers a modern approach to organize, cleanse, and update data across multiple platforms such as Salesforce, Marketo, Intercom, Zendesk, and HubSpot, enabling organizations to streamline their Sales, Marketing, and Revenue operations effectively.

📋 Description

• Own a portfolio of customers across onboarding, active use, renewal, and expansion. • Build trust with customers and provide hands-on strategic guidance. • Drive the Data Integrity and agentic-CRM agenda within the customer portfolio. • Expand customer understanding of Insycle as the governed data layer behind CRM and AI initiatives. • Re-sell Insycle to new stakeholders where appropriate. • Drive adoption from one-off cleanup to use of Insycle as the core governed data layer. • Drive new use cases across additional workflows, teams, and data objects. • Review customer workflows and suggest improvements. • Identify inefficiencies, risks, and better ways to structure data processes. • Validate complex customer setups and flag potential issues proactively. • Share patterns and best practices across similar customers. • Help customers understand effective practices at their scale. • Help customers communicate impact and return on investment internally. • Provide summaries for renewals and budget justification. • Engage customers at key moments including new use cases, scaling usage, renewals, upgrades, downgrades, product updates, usage drops, and issues. • Pursue at-risk and non-renewing accounts through targeted outreach and re-engagement offers. • Liaise with stakeholders to address gaps and align with broader company initiatives. • Address competitive objections with technical explanations and product differentiation.

🎯 Requirements

• 3+ years in Customer Success, onboarding, solutions consulting, or a similar technical, customer-facing role at a B2B SaaS company. • Clear communication across chat, email, and Zoom with video on. • Ability to translate complex topics into simple, friendly guidance. • Highly technical, with the ability to learn quickly and become a product expert. • Comfortable with CRMs and data workflows, especially HubSpot or Salesforce. • Ability to troubleshoot technical issues. • Experience partnering with RevOps or data teams as a hands-on strategic advisor. • Self-starter with a bias to action and ownership mindset. • Process improvement and scalable problem-solving skills. • Ability to ask effective questions, form hypotheses, test quickly, and measure impact. • Comfortable communicating with various stakeholders. • Collaborative, positive, energetic, and helpful approach. • Must be based in the U.S.; Eastern or Central time zones preferred. • Comfortable communicating with customers using Loom and Zoom.

🏖️ 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 work • Monday–Friday, 9am–6pm local

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