Associate Customer Success Engineer

Insycle

. Own a portfolio of customers across onboarding, active use, renewal, and expansion.

Posted 10/20/2026full-timeRemote • New York • United States, United Kingdom, CanadaJuniorMid-Level💰 $50,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and onboarding within a B2B SaaS environment, with a strong focus on optimizing customer workflows and driving product adoption. Possesses technical aptitude for troubleshooting CRM and data workflows, while effectively communicating with diverse stakeholders.

Highest-signal resume keywords

Customer Success ExperienceCRM Proficiency (HubSpot, Salesforce)Technical AptitudeEffective Communication SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingSolutions ConsultingData WorkflowsTroubleshootingWorkflow Optimization

Soft Skills

CollaborationCuriosityPositive AttitudeSelf-StarterCustomer Engagement

Tools & Technologies

LoomZoom

Industry Keywords

B2B SaaSCustomer EngagementData ManagementROI CommunicationStakeholder Alignment

About the role

Key responsibilities & impact

Own a portfolio of customers across onboarding, active use, renewal, and expansion.
Build genuine trust with customers and act as a strategic advisor through hands-on guidance.
Drive adoption from one-off cleanup toward using Insycle as the governed data layer for CRM and AI initiatives.
Identify opportunities for additional workflows, teams, and data objects, bringing them to customers with senior team support.
Review customer workflows and suggest improvements to optimize usage.
Review customer configurations, flag potential issues, and escalate complex configurations for second review.
Capture and share customer patterns and best practices.
Help customers communicate impact and ROI for renewals and budget justification.
Engage customers around new use cases, scaling usage, renewals, upgrades, downgrades, product updates, usage drops, and issues.
Keep stakeholders aligned with customer needs and company initiatives.
Handle objections using competitive positioning and technical explanations.
Communicate with customers using tools such as Loom and Zoom.

Requirements

What you’ll need

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; translate complex topics into simple, friendly guidance and communicate with various stakeholders.
Technical aptitude and ability to learn quickly and become a product expert.
Comfortable with CRMs and data workflows (HubSpot or Salesforce) and able to troubleshoot technical issues.
Self-starter with a bias to action.
Hungry to improve processes and move the company forward.
Curious but intentional; able to ask questions, form hypotheses, test quickly, and measure impact.
Enjoy collaborating, stay positive and energetic under pressure, and embody being helpful in every interaction.
Align with the mission to make working with data easy, fun, and not scary.
Must be based in the United States, United Kingdom, or Canada.
Available Monday–Friday, 9am–6pm local.
Comfortable communicating with customers via Loom and Zoom.
Familiarity with Salesforce is a plus.

Benefits

Comp & perks

0.05% - 0.1% Equity
Medical, dental, and vision insurance.
401K with a 4% company contribution.
PTO, sick and unplanned time off, holidays.
Full-Time remote work