{"id":2501907,"url":"https://alion.io/job/insycle-customer-success-engineer-2","title":"Customer Success Engineer","company":{"id":2873461,"name":"Insycle","domain":"insycle.com","url":"https://alion.io/company/insycle","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Comeet","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"AI Agents","optional":false},{"name":"HubSpot","optional":false},{"name":"Salesforce","optional":false},{"name":"ChatGPT","optional":true},{"name":"Claude","optional":true},{"name":"Intercom","optional":true},{"name":"Slack","optional":true}],"status":"live","first_seen_at":"2026-10-08T02:31:53Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-04T01:10:38Z","board_verified":true,"closed_at":null,"days_open":27,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":27},"description":"Description\nInsycle 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.\nThis 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.\nHow to Apply:\nTwo Steps are Required:\nSubmit the application using the job board.\nComplete 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.\nLink to Questionnaire: https://forms.gle/89NRaL8GfM32q5af8\nCompany Overview\nInsycle 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.\nThose tools fix what’s wrong today. But clean data is a moment. Data integrity is a system.\nOur 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.\nAs 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.\nWe’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.\nWhat you’ll do\n 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). \nOptimize usage: Hands-on guidance for reviewing customer workflows and suggesting improvements. Identify inefficiencies, risks, and better ways to structure data processes.\nProvide expert validation: Act as a second set of eyes on complex setups. Flag potential issues before they become problems. \nDeliver high-signal insights: Share patterns and best practices seen across similar customers. Help customers understand what “good” looks like at their scale.\n 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. \nEngage at key moments: New use cases, scaling usage, upcoming renewal, upgrades and downgrades, product updates, when usage drops or issues arise\nPursue at-risk accounts: Engage non-renewing customers. Lead outreach efforts and craft targeted offers to re-engage and retain them.\nInform key stakeholders: Liaise with all stakeholders to address any gaps and ensure alignment with broader company initiatives.\n Handle objections: Speak credibly to competitive objections, addressing all concerns with concrete differentiation and technical explanations\nRequirements\nYou’re a Fit If You…\nAre a self-starter with a bias to action. You see what’s needed, take ownership, and create improvements without being asked.\nAre hungry to improve processes and move the company forward; you notice patterns, propose scalable fixes, and follow through.\nAre curious but intentional. You ask great questions, form hypotheses, test quickly, and measure impact.\nHave 3+ years in Customer Success, onboarding, solutions consulting, or a similar technical, customer-facing role at a B2B SaaS company.\nCommunicate 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.\nAre highly technical, with the ability to learn quickly and become a product expert.\nAre comfortable with CRMs and data workflows (HubSpot or Salesforce), and you can troubleshoot technical issues.\nHave experience partnering with RevOps or data teams, acting as a hands-on strategic advisor.\nEnjoy collaborating, stay positive and energetic under pressure, and embody being helpful in every interaction.\nAlign with our mission: make working with data easy, fun, and not scary.\nThis Role Isn’t for You If…\nYou prefer to work strictly from a script or only handle basic questions.\nAmbiguity drains you, or you hesitate to wear different hats in a fast-moving startup.\nYou resist change or adopting new processes.\nYou wait for direction rather than proactively identifying problems and proposing solutions.\nYou're uncomfortable asking customers questions and providing strategic guidance.\nTools We Use\n HubSpot (CRM), Salesforce (familiarity a plus)\n Intercom (live chat)\n Zoom (training, onboarding, QBRs)\n Slack (collaboration)\nLoom, docs, and templates for training and documentation\n AI-powered tools (like Claude, ChatGPT) to accelerate quality support and success work\nInterview Process:\nApplication + Loom\n30-minute Interview\nProduct Exercise\n2nd Round Interview\n3rd Round Interview with Roleplay for Mock Kickoff\nFinal Interview / Offer\nReference Checks\nCompensation and benefits\n$80K - $100K Total Compensation\n0.05% - 0.1% Equity\nMedical, dental, and vision insurance.\n401K with a 4% company contribution.\nPTO, sick and unplanned time off, holidays.\nFull-Time remote, based in the U.S., Eastern or Central time zones preferred; Monday-Friday, 9am-6pm local.\nHow to apply\nTwo Steps are Required:\nSubmit the application using the job board.\nComplete 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.\nLink to Questionnaire: https://forms.gle/89NRaL8GfM32q5af8\nInterview Process:\nApplication + Loom\n30-minute Interview\nProduct Exercise\n2nd Round Interview\n3rd Round Interview with Roleplay\nFinal Interview / Offer\nReference Checks\nQualities We're Looking For\nWhy This Role Is Exciting\nYou’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.","description_format":"text","description_chars":7007,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["CRM Software","AI Agents"],"lifecycle":[{"event":"open","at":"2026-10-14T06:12:18Z"}],"visa":[],"liveness":{"score":39,"band":"fade","label":"Fading","p_open":1,"p_active":0.706,"p_room":0.55,"age_days":26,"expected_fill_days":24,"reasons":["conf:0","win:tail"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":true},"html_url":"https://alion.io/job/insycle-customer-success-engineer-2","json_url":"https://alion.io/job/insycle-customer-success-engineer-2.json","meta":{"generated_at":"2026-11-04T05:17:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8229,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2873461},"rest":"https://alion.io/mcp/rest/get_company?id=2873461"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Finsycle-customer-success-engineer-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Finsycle-customer-success-engineer-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Finsycle-customer-success-engineer-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/insycle-customer-success-engineer-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Finsycle-customer-success-engineer-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2501907}},{"tool":"search_jobs","arguments":{"company":"insycle.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2501907},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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