What are the responsibilities and job description for the Customer Success Manager (Technical) position at Insycle?
As a Technical Customer Success Manager at Insycle, you’ll own customer outcomes—from thoughtful onboarding to ongoing adoption, renewals, and advocacy. You’ll create clarity from ambiguity, improve processes, and proactively guide customers to value. You’ll collaborate tightly with Product, Support, and Sales to make working with data feel easy, fun, and not scary.
At Insycle, our mission is to make it easy to manage and work with data.
Insycle – a modern platform to organize, cleanse, and manage CRM data – is a beloved SaaS product used by thousands of users from more than 80 countries. Product overview video: https://www.insycle.com/
We’re headquartered in New York City.
Customer Outcomes & Adoption
- Own a book of business: drive time-to-value, ongoing adoption, and measurable outcomes.
- Run QBRs/EBRs and strategic customer meetings; translate insights into action plans.
- Identify areas to add value to customers by uncovering new use cases and championing best practices
Onboarding
- Lead onboarding for new enterprise customers—tailor plans to goals, data complexity, and timelines.
- Implement and provide feedback about onboarding processes (playbooks, templates, checkpoints).
Training, Enablement & Advocacy
- Deliver trainings that feel helpful, positive, and energetic.
- Create concise how-tos, guides, and videos that make complex topics simple.
- Turn successful customers into references and advocates (reviews, case studies).
Insights & Process Improvement
- Spot patterns in questions and friction points; drive process and product improvements.
- Partner with internal teams to help prioritize fixes that unlock customer value.
- Advocate for customer needs
Why This Role Is Exciting
You’ll be on the front lines of a product customers love—and you’ll help them master it. Your ideas will directly shape our processes, product, and customer experience. We’re a small team with a big mission, so your voice will matter and your work will have visible impact.
- $70K - $90K Annual
- 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, based in the U.S., Eastern or Central time zones preferred; Monday–Friday, ~9am–6pm local.
Salary : $70,000 - $90,000