Customer Success Engineer

Insycle

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

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and onboarding within a B2B SaaS environment, focusing on data workflows and CRM systems. Capable of driving customer engagement, adoption, and process improvements while effectively communicating complex topics to diverse stakeholders.

Highest-signal resume keywords

Customer Success ManagementCRM Proficiency (HubSpot, Salesforce)Data Workflow OptimizationTechnical TroubleshootingProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingSolutions ConsultingData Integrity ManagementTechnical GuidanceComplex Problem Solving

Soft Skills

Clear CommunicationCollaborative ApproachSelf-Starter MindsetPositive AttitudeEffective Questioning

Tools & Technologies

LoomZoomCRM Systems

Industry Keywords

B2B SaaSRevOpsData ProcessesStakeholder EngagementCustomer Retention

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

3+ years in Customer Success, onboarding, solutions consulting, or a similar technical, customer-facing role at a B2B SaaS company.
Clear communication across chat, email, and Zoom with video on.
Ability to translate complex topics into simple, friendly guidance.
Highly technical, with the ability to learn quickly and become a product expert.
Comfortable with CRMs and data workflows, especially HubSpot or Salesforce.
Ability to troubleshoot technical issues.
Experience partnering with RevOps or data teams as a hands-on strategic advisor.
Self-starter with a bias to action and ownership mindset.
Process improvement and scalable problem-solving skills.
Ability to ask effective questions, form hypotheses, test quickly, and measure impact.
Comfortable communicating with various stakeholders.
Collaborative, positive, energetic, and helpful approach.
Must be based in the U.S.; Eastern or Central time zones preferred.
Comfortable communicating with customers using Loom and Zoom.

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
Monday–Friday, 9am–6pm local