Associate Customer Success Engineer, Insycle
$50-70k
Plus 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
$50-70k
Plus 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 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
What the job involves
- 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
- 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
- Drive adoption: Help customers grow from one-off cleanup toward using Insycle as the governed data layer for their CRM. Spot opportunities for new use cases (additional workflows, teams, data objects) and bring them to customers with support from senior team members
- Optimize usage: Review customer workflows and suggest improvements. Learn to identify inefficiencies, risks, and better ways to structure data processes
- Provide configuration feedback: Review customer setups and flag potential issues early, escalating complex configurations for a second review
- Share customer learnings: Capture patterns and best practices you see across your accounts, and share them with customers and the team. Over time, help customers understand what “good” looks like at their scale
- Support value communication: Help customers articulate impact and return on investment internally (time saved, risk reduced, data quality improvements). Prepare clear summaries for renewals and budget justification
- Engage at key moments: Reach out at new use cases, scaling usage, upcoming renewals, upgrades and downgrades, product updates, and when usage drops or issues arise
- Keep stakeholders aligned: Help to close gaps for customers and keep your accounts aligned with broader company initiatives
- Handle objections: Learn Insycle’s competitive positioning and speak to common objections with clear differentiation and technical explanations
- 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
- Monday–Friday, 9am–6pm local
- 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
- 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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