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About the job

Insightly is seeking to hire an experienced Customer Care Tier I associate. You will report to the Sr. Manager of Support and work alongside a team of Customer Care & Success professionals.

The Customer Care team plays a pivotal role within the Customer Loyalty division, dedicated to ensuring our clients' success and striving towards the paramount objective of attaining 100% client retention and enhancing Insightly adoption through both freemium and direct sales avenues. In this role, you will provide an unparalleled customer support experience across multiple channels, fostering ongoing engagement with Insightly CRM software. We are searching for a candidate with an equal passion for customer satisfaction and technological innovation.

Core Responsibilities

  • Be a customer service All-Star with a strong technical background
  • Eager to help our customers get the most out of our software
  • Willingness to go the extra mile to ensure our customers are 100% satisfied
  • Must be able to communicate clearly and effectively
  • Must have a great deal of patience. We are looking for someone who loves to help others
  • Must be able to listen to customers' needs effectively, document in detail, and escalate with urgency
  • Exceptional prioritization, multitasking, and organizational skills
  • Execute against defined processes

Required Skills

  • Familiarity with ticket-based support systems
  • Familiarity with Google Apps for Business
  • Excellent written and communication skills
  • Strong technical troubleshooting skills
  • Experience using cloud-based software and customer management tools
  • Eagerness to work in a startup environment with smart and humble peers
  • Both Mac and Windows environments experience
  • Midshift coverage, 12 noon to 830p Pacific Time

Nice but not needed

  • Basic SQL knowledge
  • Basic understanding of HTML
  • Basic understanding of Java and Javascript

About You

You’re a technology-loving, attentive type of person. You love a challenge. You embrace a “work hard, play hard mentality”. You’re ok with ambiguity. Drive for results is one of your core competencies. You work or have worked in a support role and have experience working in a fast-paced environment. You’re hungry to grow and bring a “Team Player” mentality. Lastly, you like to smile and have fun.

The salary range for this role is $60,000 to $75,000 and final offers are determined using multiple factors, including experience and level of expertise. For all locations, the salary range may vary by geographic market. It will be determined through the selection and assessment process for this role relative to your experience and our job qualifications. Insightly complies with applicable law regarding pay transparency.

What else?

  • Career: Competitive pay, equity for all employees, 401k, and career learning & growth opportunities
  • Work-life balance: Comprehensive employer-sponsored health coverage plans, flexible time off, flexible work arrangements
  • A company that cares! Insightly pivoted to be a 100% remote first company which includes all of the benefits we provide for our employees to best adapt to the challenges and needs of a digital and dispersed workforce.
    • Full IT set up for your home work station (laptop, monitor, keyboard, mouse, monitor stand)
    • $250 one-time Ergonomics Stipend for all employees to set up their home office for success and comfort
    • $50 per month remote work stipend to help you with your remote work needs.
    • Company newsletters, DEIB events, Slack challenges, and more!
    • Virtual team and company events to keep the party going
Our Mission

  • To empower companies to build lasting relationships with their customers.

Core Values

  • We play as a team.
  • We are ambitious and think big.
  • We strive to make customers happy.
  • We build with simplicity not complexity.

Our Story

Customers today are smarter, more social, more discerning, and have more choices than ever before. Only customers can decide if they will be customers for life. At Insightly we believe that to be worthy of such commitment, businesses must go beyond traditional CRM, and fundamentally rethink their customer relationships.Founded in 2009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, SAB Capital, and Sozo Ventures.

Insightly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

When you apply to a job on this site, the personal data contained in your application will be collected by Insightly, Inc. (“Controller”), which is located at 58 West Portal Ave PMB 716 San Francisco, CA 94127 and can be contacted by emailing dpa-submissions@insightly.com . Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.

Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at dpa-submissions@insightly.com .

Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.
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