Associate Customer Success Engineer

This is a fully remote position, open to applicants in United States, +3 more locations.

📋 Description

• Manage a portfolio of clients throughout the onboarding, active usage, renewal, and expansion phases.

• Establish authentic trust with clients and serve as a strategic advisor by providing hands-on guidance.

• Promote the transition from one-time cleanup to utilizing Insycle as the governed data layer for CRM and AI projects.

• Discover opportunities for additional workflows, teams, and data objects, presenting them to clients with support from senior team members.

• Assess customer workflows and recommend enhancements to maximize efficiency.

• Evaluate customer configurations, highlight potential issues, and escalate complex setups for further review.

• Document and share customer patterns and best practices.

• Assist clients in communicating the impact and ROI for renewals and budget justification.

• Engage with clients on new use cases, scaling usage, renewals, upgrades, downgrades, product updates, usage declines, and other issues.

• Ensure alignment between stakeholders and customer needs as well as company objectives.

• Address objections using competitive positioning and technical explanations.

• Interact with clients using tools such as Loom and Zoom.

⛳️ Requirements

• 1-2 years of experience in Customer Success, onboarding, solutions consulting, or a related technical, customer-facing role within a B2B SaaS environment.

• Ability to communicate clearly through chat, email, and Zoom with video; simplify complex topics into friendly guidance for diverse stakeholders.

• Technical aptitude and a quick learning ability to become a product expert.

• Proficient with CRMs and data workflows (HubSpot or Salesforce) and capable of troubleshooting technical issues.

• Self-motivated with a proactive approach.

• Eager to enhance processes and drive the company forward.

• Inquisitive yet purposeful; able to ask questions, form hypotheses, test quickly, and evaluate outcomes.

• Enjoy teamwork, maintain a positive and energetic demeanor under pressure, and consistently aim to be helpful in all interactions.

• Align with the mission of making data management easy, enjoyable, and approachable.

• Must reside in the United States, United Kingdom, or Canada.

• Available Monday to Friday, 9 AM to 6 PM local time.

• Comfortable communicating with clients via Loom and Zoom.

• Familiarity with Salesforce is a plus.

🏝️ Benefits

• 0.05% - 0.1% Equity

• Medical, dental, and vision insurance.

• 401K with a 4% company contribution.

• PTO, sick leave, unplanned time off, and holidays.

• Full-time remote work.