Associate Customer Success Engineer

Insycle•New York, NY

1d•Remote

About The Position

Insycle is seeking an Associate Customer Success Engineer to manage a portfolio of customers throughout onboarding, adoption, renewal, and expansion. This hybrid customer-facing role combines relationship building, CRM data fluency, and hands-on strategic guidance. The role focuses on helping customers expand from one-off data cleanup to using Insycle as a governed data layer for their CRM and AI initiatives, while building trust and engaging new customer stakeholders when appropriate. Insycle provides data integrity tools for CRM platforms such as HubSpot and Salesforce. Its platform includes Blueprints for defining data standards, Data Logic for applying standards, and Observability for tracking data conformity and drift. The role helps customers understand and apply these capabilities, communicate their value internally, and maintain reliable CRM data as people, integrations, workflows, and AI agents interact with it. The position is full-time and remote, based in the United States (Eastern or Central time zones preferred), the United Kingdom, or Canada. The schedule is Monday through Friday, 9 a.m. to 6 p.m. local time. Compensation is listed as $50,000–$70,000 total compensation, plus 0.05%–0.1% equity. Applicants must submit an application through the job board and complete a Loom video questionnaire. The interview process includes an application and Loom video, a 30-minute interview, a product exercise, second- and third-round interviews (including a roleplay for a mock kickoff), a final interview and offer, and reference checks.

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 Zoom, including video-on communication; ability to explain complex topics in simple, friendly terms to varied stakeholders.
Technical aptitude and ability to learn quickly and become a product expert.
Comfort with CRMs and data workflows, such as HubSpot or Salesforce, and ability to troubleshoot technical issues.
Self-starter with a bias to action who takes ownership and proactively makes improvements.
Ability to identify patterns, propose scalable process improvements, and follow through.
Curiosity and intentional problem-solving: asks questions, forms hypotheses, tests quickly, and measures impact.
Collaborative, positive, and energetic under pressure, with a helpful approach in customer interactions.
Comfort asking customers questions and making recommendations.
Alignment with the mission of making working with data easy, fun, and not scary.

Nice To Haves

Familiarity with Salesforce.

Responsibilities

Help customers grow from one-off cleanup toward using Insycle as the governed data layer for their CRM.
Identify opportunities for additional workflows, teams, and data objects, bringing them to customers with support from senior team members.
Review customer workflows and suggest usage improvements, including better ways to structure data processes.
Review customer configurations, flag potential issues early, and escalate complex configurations for a second review.
Capture customer patterns and best practices and share them with customers and the team.
Help customers understand what good data practices look like at their scale.
Help customers communicate impact and return on investment internally, including time saved, risk reduced, and data quality improvements.
Prepare clear summaries for renewals and budget justification.
Engage customers at key moments, including new use cases, scaling usage, renewals, upgrades or downgrades, product updates, drops in usage, and issues.
Help close gaps for customers and keep account stakeholders aligned with broader company initiatives.
Learn Insycle’s competitive positioning and address common objections with clear differentiation and technical explanations.