Customer Success Engineer

Description

Insycle is looking for a 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.

How to Apply:

Two Steps are Required:

• Submit the application using the job board.
• Complete the Loom video in the Application Questionnaire. The reason that we ask for a Loom video is to see how you communicate via video, because this is a key part of this role. We often communicate with customers using tools like Loom and Zoom, so it's important that you're comfortable communicating this way.

Link to Questionnaire: https://forms.gle/89NRaL8GfM32q5af8

Company Overview

Insycle builds data integrity infrastructure for the agentic CRM. More than 700 customers trust our tools to resolve duplicates, standardize data, manage imports, and connect related records in platforms such as HubSpot and Salesforce.

Those tools fix what’s wrong today. But clean data is a moment. Data integrity is a system.

Our platform helps businesses define what right looks like in Blueprints, continuously apply those standards through Data Logic, and use Observability to understand where data conforms, where it drifts, and whether it stays aligned over time.

As AI agents increasingly use CRM data to make decisions and write changes back, that foundation becomes essential. Businesses need reliable inputs and a system that detects when people, integrations, workflows, or agents move data away from their standards.

We’re a B2B SaaS company with an established customer base and a much larger ambition: to make data integrity foundational to how businesses operate with AI.

What you’ll do

• 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

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 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.

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 strategic guidance.

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

Compensation and benefits

• $80K - $100K Total Compensation
• 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.

How to apply

Two Steps are Required:

• Submit the application using the job board.
• Complete the Loom video in the Application Questionnaire. The reason that we ask for a Loom video is to see how you communicate via video, because this is a key part of this role. We often communicate with customers using tools like Loom and Zoom, so it's important that you're comfortable communicating this way.

Link to Questionnaire: https://forms.gle/89NRaL8GfM32q5af8

Interview Process:

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

Qualities We're Looking For

Why This Role Is Exciting

You’ll be on the front lines of a product customers love, and you’ll help them master it. Your ideas will directly shape our processes, product, and customer experience. We’re a small team with a big mission, so your voice will matter and your work will have visible impact.