Associate Product Onboarding Specialist, Insycle
£40-50k
+ 0.05% - 0.1% Equity
More information about location
Data management services
Job no longer available
Data management services
1-20 employees
Job no longer available
£40-50k
+ 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
- This role is ideal for someone early in their career who enjoys helping others, loves helping customers succeed, and wants to grow into a product-savvy customer expert
- Have 0-3 years of experience in B2B SaaS customer-facing role (support, onboarding, training, or similar)
- Are a strong communicator who’s equally comfortable over chat, email, or Zoom
- Are naturally curious, driven, and persistent when solving customer problems
- Enjoy troubleshooting and explaining technical challenges in simple, clear language
- Are eager to work with data tools and CRMs like HubSpot or Salesforce, and have a willingness to learn
- Enjoy collaborating with a small, enthusiastic team in a fast-moving remote environment
- Are aligned with our mission: make it fun, easy, and not scary to work with data
What the job involves
- The Associate Product Onboarding Specialist is a role that combines onboarding and support, that helps new and existing customers succeed with Insycle
- This person will serve as the first point of contact for customers who need help with the software, whether via chat, email, or Zoom
- You’ll guide customers through setup, lead live training sessions and demos, and provide responsive, friendly support through email, chat, and video
- Tools We Use:
- HubSpot (CRM)
- Intercom (live chat)
- Zoom (customer training, demos, onboarding)
- Slack (team collaboration)
- ChatGPT and AI-powered tools (within Intercom, HubSpot, etc.)
- Customer Interaction
- Assist customers in solving basic to moderately complex use cases, bringing curiosity and patience to every interaction
- Handle common use cases and guide customers through standard workflows, product features, and functionalities
- Lead onboarding activities for new customers, including setup guidance, workflow walkthroughs, and early success milestones
- Track onboarding progress and help new customers achieve time-to-value quickly and confidently
- Deliver live trainings and demos (1:1 or group sessions), tailoring content to the customer’s use case
- Team Collaboration
- Partner with sales and customer success teams to ensure smooth handoffs and consistent customer experience
- Create and maintain helpful resources—knowledge base articles, training guides, video walkthroughs, templates
- Become an expert in the Insycle platform and a trusted resource for customers
- Identify trends in customer questions or challenges and provide feedback to product, documentation, and leadership
- Growth and Learning
- Take ownership of your learning—continuously improve your product knowledge, customer handling skills, and technical abilities
- Engage in feedback loops with the team to suggest better solutions for our users
- Contribute to the Customer Service Team
- Specialists are typically provided mentorship and ongoing training from senior staff. As you gain more experience, you will begin handling more complex issues, but initially, you are supported in your learning process
- You’ll improve your onboarding, troubleshooting, customer service, and product knowledge skills, helping you grow in both your role and career
- Think critically, suggest new approaches, identify patterns, and help build scalable solutions
- Be an internal advocate for our customers—what they need, what’s confusing, what’s working, and bring ideas to the team
- You’ll be part of a small, agile team where you can grow quickly, learn from more experienced teammates, and make a significant impact on our customer experience while growing your career
- You’ll be at the heart of customer interactions, helping to guide users through challenges, while building your technical and support skill set
- Your input will help shape the future of our support processes and ensure customers are continuously getting value from the product
Application process
- Submit the application using the job board
- Complete the Application Questionnaire
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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