Remote CRM Success Engineer

Insycle; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K with company contribution

PTO and holidays

Full-time remote (US health/time zones

Job summary

Insycle is seeking a Customer Success Engineer to own a portfolio of customers across onboarding, active use, renewal, and expansion. This hybrid role emphasizes relationship building, data fluency, and hands-on strategic guidance, helping customers see Insycle as the governed data layer behind their CRM and AI initiatives.

Based in New York, you will work with HubSpot/Salesforce, Intercom, and other tools to drive adoption and renewals, while expanding usage and ensuring data integrity across

Qualifications

• 3+ years in Customer Success, onboarding, solutions consulting, or similar role at a B2B SaaS company.
• Communicate clearly across chat, email, and Zoom with video on; translate complex topics into simple guidance.
• Comfortable with CRMs and data workflows (HubSpot or Salesforce)
• Experience partnering with RevOps or data teams as a hands-on strategic advisor.
• Able to work collaboratively and stay energetic under pressure.

Responsibilities

• Drive adoption: scale customers to the core, governed data layer for their CRM.
• Provide hands-on guidance to review workflows and suggest improvements.
• Validate complex setups and flag issues early.
• Share patterns and best practices across similar customers.
• Support renewals and budget justification with clear summaries.
• Engage at key moments: renewals, upgrades/downgrades, product updates.
• Pursue at-risk accounts with targeted offers to re-engage.
• Inform stakeholders and align with broader company initiatives.
• Handle objections with credible, technical differentiation.

Skills

Self-starter

Bias to action

Clear communication

Technical aptitude

CRM data workflows

Strategic advisory

Cross-functional collaboration

Data integrity

Tools

HubSpot

Salesforce

Intercom

Zoom

Slack

Loom

Docs

AI tools (Claude/ChatGPT)

Job description

Insycle is seeking a Customer Success Engineer to own a portfolio of customers across onboarding, active use, renewal, and expansion. This hybrid role emphasizes relationship building, data fluency, and hands-on strategic guidance, helping customers see Insycle as the governed data layer behind their CRM and AI initiatives.

Based in New York, you will work with HubSpot/Salesforce, Intercom, and other tools to drive adoption and renewals, while expanding usage and ensuring data integrity across