Associate Customer Success Engineer

Insycle•New York, NY

2d•$50,000 - $70,000•Remote

About The Position

Insycle is seeking an Associate Customer Success Engineer to own a portfolio of customers throughout onboarding, active use, renewal, and expansion. This hybrid customer-facing and technical role involves building trusted relationships, understanding CRM data integrity, and providing hands-on strategic guidance. The successful candidate will help customers move from using Insycle for occasional cleanup to using it as a governed data layer for CRM and AI initiatives, including engaging new stakeholders where appropriate. The role focuses on driving adoption, improving customer workflows, reviewing configurations, sharing best practices, helping customers communicate business value, engaging at important points in the customer lifecycle, aligning stakeholders, and addressing objections. The Associate Customer Success Engineer will also share customer patterns and feedback with the team and escalate complex configuration questions for review. Insycle is a B2B SaaS company providing data integrity infrastructure for agentic CRM. Its tools support customers using platforms such as HubSpot and Salesforce to resolve duplicates, standardize data, manage imports, and connect related records. The company describes its broader platform as helping businesses define data standards, apply them continuously, and monitor whether data remains aligned over time. This is a full-time remote role for candidates based in the United States, United Kingdom, or Canada. Eastern or Central time zones are preferred. The stated schedule is Monday through Friday, 9 a.m. to 6 p.m. local time. Total compensation is $50,000–$70,000, with 0.05%–0.1% equity.

Requirements

1–2 years of experience in Customer Success, onboarding, solutions consulting, or a similar technical, customer-facing role at a B2B SaaS company.
Clear communication across chat, email, and video calls, with the ability to explain complex topics in simple, friendly terms and communicate with varied stakeholders.
Technical aptitude and the ability to learn quickly and become a product expert.
Comfort with CRMs and data workflows, and the ability to troubleshoot technical issues.
Self-starter with a bias to action who takes ownership and makes improvements proactively.
Interest in improving processes, recognizing patterns, proposing scalable fixes, and following through.
Curiosity and intentional problem-solving, including asking questions, forming hypotheses, testing, and measuring impact.
Collaborative, positive, and energetic under pressure, with a helpful approach to customer interactions.
Alignment with the company’s mission to make working with data easy, fun, and not scary.
Comfort asking customers questions and offering recommendations.

Nice To Haves

Familiarity with Salesforce; HubSpot is also listed among the CRM tools used.
Experience or comfort communicating with customers via video tools such as Loom and Zoom.
Interest in using AI-powered tools such as Claude or ChatGPT to support customer success work.

Responsibilities

Own a portfolio of customers across onboarding, active use, renewal, and expansion.
Help customers expand from one-off cleanup to using Insycle as a governed data layer for their CRM, identifying new use cases across workflows, teams, and data objects.
Review customer workflows and recommend improvements to data processes, including identifying inefficiencies and risks.
Review customer configurations, flag potential issues, and escalate complex configurations for a second review.
Capture customer patterns and best practices and share them with customers and the team.
Help customers articulate business impact and return on investment, and prepare summaries for renewals and budget justification.
Engage customers around new use cases, increased usage, renewals, upgrades or downgrades, product updates, declining usage, and emerging issues.
Help close gaps and keep customer stakeholders aligned with broader company initiatives.
Learn Insycle’s competitive positioning and address common objections with clear differentiation and technical explanations.
Build trust with customers and provide hands-on strategic guidance on CRM data integrity.
Communicate with customers using video and other channels, including tools such as Loom and Zoom.