Customer Success Engineer
Core
Own a portfolio of customers across onboarding, active use, renewal, and expansion, acting as a strategic advisor to guide them from basic data cleaning to using the product as a governed data layer for CRM and AI initiatives.
Role type
Customer Success Engineer (Strategic Advisor)
Builds
Customer adoption of Insycle as a core data layer, optimized workflows, and retention strategies.
Domain
B2B SaaS / CRM Data Management
Deliverable
product features
Required skills
Customer success management, data fluency, CRM troubleshooting, strategic advisory, stakeholder management, technical learning agility, workflow optimization, account retention, ROI communication, objection handling
Preferred skills
Salesforce familiarity, RevOps partnership experience, video communication comfort
Technologies
HubSpot, Salesforce, Intercom, Zoom, Slack, Loom, AI tools (Claude, ChatGPT)
Responsibilities
Drive adoption by expanding use cases and positioning the product as a governed data layer; Optimize usage by reviewing workflows and suggesting improvements; Provide expert validation on complex customer setups; Deliver high-signal insights and best practices; Support value communication for renewals and budget justification; Engage at key moments including renewals, upgrades, and usage drops; Pursue at-risk accounts to re-engage and retain; Inform key stakeholders to ensure alignment; Handle objections with technical explanations.
Seniority
Mid-level, hands-on IC