Customer Success Engineer, Insycle
$80-100k
+ 0.05% - 0.1% Equity
More information about location
Data management services
Be an early applicant
Data management services
1-20 employees
Be an early applicant
$80-100k
+ 0.05% - 0.1% Equity
More information about location
1-20 employees
Company mission
To make it easy to manage and work with data.
Role
Who you are
- 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
What the job involves
- Insycle is looking for a Customer Success Engineer to own a portfolio of customers across onboarding, active use, and renewal, and expansion
- This is a hybrid role that relationship building, data fluency, and hands-on strategic guidance
- You'll need to build genuine trust with customers, understand about 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
- 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
- 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
Application process
- 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
- Application + Loom
- 30-minute Interview
- Product Exercise
- 2nd Round Interview
- 3rd Round Interview with Roleplay for Mock Kickoff
- Final Interview / Offer
- Reference Checks
Our take
As companies start out, it's difficult to see the rationale for investing much time, money or talent into customer relationship management systems. But as they grow, the cleanliness and reliability of this data becomes paramount for business operations, and untangling it becomes a difficult and expensive affair. Enter Insycle, a data management tool that can take the pain and hard work out of cleansing and maintaining company information.
Insycle has found a niche for itself in this space, as the usual solution to this problem is to assign data teams to import data into a single spreadsheet and clean it by hand, or to go through the process of developing an in-house API to handle data cleansing. Insycle's functionality and numerous integrations with marketing tools like Mailchimp and Salesforce have made it popular with its thousands of active customers, as its high rating and glowing reviews on G2 show.
Insycle is continuing to develop its product and increase its marketing reach. Having cornered a unique niche with a well-received product, it seems likely that Insycle could grow to be a significant player in this sector.
Freddie
Company Specialist at Welcome to the Jungle
Company
Company HQ
Tribeca, New York, NY
Leadership
Yonatan Lee
(Founder & CEO)Before founding Insycle, was SVP (Apps Dev Group Manager) at Citigroup and the Director of Software Engineering a Sakonnet Technology.
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