Insycle

Technical Customer Success

• Own a portfolio of customers across onboarding, active use, renewal, and expansion.
• Build trust with customers and provide hands-on strategic guidance.
• Drive the Data Integrity and agentic-CRM agenda within the customer portfolio.
• Expand customer understanding of Insycle as the governed data layer behind CRM and AI initiatives.
• Re-sell Insycle to new stakeholders where appropriate.
• Drive adoption from one-off cleanup to use of Insycle as the core governed data layer.
• Drive new use cases across additional workflows, teams, and data objects.
• Review customer workflows and suggest improvements.
• Identify inefficiencies, risks, and better ways to structure data processes.
• Validate complex customer setups and flag potential issues proactively.
• Share patterns and best practices across similar customers.
• Help customers understand effective practices at their scale.
• Help customers communicate impact and return on investment internally.
• Provide summaries for renewals and budget justification.
• Engage customers at key moments including new use cases, scaling usage, renewals, upgrades, downgrades, product updates, usage drops, and issues.
• Pursue at-risk and non-renewing accounts through targeted outreach and re-engagement offers.
• Liaise with stakeholders to address gaps and align with broader company initiatives.
• Address competitive objections with technical explanations and product differentiation.

Customer Success Engineer