Insycle

Customer Onboarding Specialist, SaaS

Insycle

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
AI Apply
Manual Apply

Salary

💰 $70,000 - $90,000 per year

Job Level

Mid-LevelSenior

About the role

  • Primary guide for new users, ensuring successful integration and initial value realization with Insycle
  • Provide onboarding and strategic guidance; provide technical support as needed
  • Meet customers live on Zoom and collaborate with product and sales teams
  • Lead and support onboarding for new customers, helping them see value early and often
  • Develop and refine onboarding workflows to ensure seamless transition for new users
  • Serve as first line of support via Intercom chat and Zoom video calls
  • Troubleshoot technical issues related to data formatting, automation workflows, bulk record operations
  • Join and contribute to sales demos as a technical expert
  • Improve and extend documentation, templates, and internal processes
  • Advocate for customers internally; suggest new approaches and scalable solutions

Requirements

  • 3+ years of experience in high-quality support, onboarding, solutions consulting, or a similar technical customer-facing role
  • Strong communicator comfortable over chat, email, or Zoom
  • Curious, driven, and problem-solving mindset
  • Ability to troubleshoot and explain technical challenges clearly
  • Confident working with data tools and CRMs like HubSpot or Salesforce
  • Collaborative, enthusiastic, and thrive in a fast-moving, remote team
  • Aligned with Insycle's mission to make working with data fun, easy, and not scary