Insycle

Onboarding Specialist

• 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

Customer Onboarding Specialist, SaaS

Sales

• Inbound Activation & Closing Engage with self-serve trialers who show intent but arent converting Deliver consultative demos and guide them to the right plans or use cases Reduce time-to-close and improve conversion rates through proactive follow-up
• Outbound Prospecting Identify and research mid-market targets that match our ICP Write and send targeted outreach sequences (email, LinkedIn) Drive discovery conversations that highlight product value early
• Reactivation & Expansion Reconnect with closed/lost or inactive trial accounts Identify expansion opportunities within recently converted users Help revive accounts that churned but have reactivated interest
• Contribute to Sales Infrastructure Log activity and pipeline details in HubSpot Help refine sales messaging, outbound cadences, and qualification frameworks Share feedback with product and marketing to improve activation and GTM alignment

Full-Cycle Sales AE

Customer Success Manager

• 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.
• 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.

Customer Onboarding Specialist, SaaS

Full-Cycle Sales AE

Customer Success Manager, Technical