Associate Customer Success Engineer

Insycle is looking for an Associate Customer Success Engineer to own a portfolio of customers across onboarding, active use, renewal, and expansion. This is a hybrid role that requires relationship building, data fluency, and hands-on strategic guidance. You'll need to build genuine trust with customers, understand CRM data integrity, and act as a strategic advisor, guiding customers with a hands-on approach.

This person is expected to actively drive our Data Integrity and agentic-CRM agenda inside their portfolio, moving customers from "using Insycle to clean things up" toward "using Insycle as the governed data layer behind their CRM and AI initiatives." You're expanding how customers understand what the product is for, and in some cases, re-selling to new stakeholders. 

Requirements

You’re a Fit If You…

• 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.

This Role Isn’t for You If…

• You prefer to work strictly from a script or only handle basic questions.
• Ambiguity drains you, or you hesitate to wear different hats in a fast-moving startup.
• You resist change or adopting new processes.
• You wait for direction rather than proactively identifying problems and proposing solutions.
• You're uncomfortable asking customers questions and providing your recommendations.

Tools We Use

• HubSpot (CRM), Salesforce (familiarity a plus)
• Intercom (live chat)
• Zoom (training, onboarding, QBRs)
• Slack (collaboration)
• Loom, docs, and templates for training and documentation
• AI-powered tools (like Claude, ChatGPT) to accelerate quality support and success work

Interview Process:

• Application + Loom
• 30-minute Interview
• Product Exercise
• 2nd Round Interview
• 3rd Round Interview with Roleplay for Mock Kickoff
• Final Interview / Offer
• Reference Checks