Customer Success Lead - Coaching, Growth & Strategy

Activated Insights; Idaho Falls (ID); On-site; USD 55,000 - 75,000; Full time

Job summary

Activated Insights in Idaho Falls seeks an entry-level Customer Success Manager to lead and support our CSR and CSM teams in delivering high-quality customer experiences. You will coach colleagues, improve health and retention, and ensure strong execution across the customer lifecycle.

The role emphasizes data-driven strategy, collaboration with internal teams, and helping clients succeed with SaaS solutions in long-term and post-acute care markets.

Qualifications

• Minimum 2+ years in B2B communications, customer success, or account management.
• Experience with SaaS or healthcare clients preferred.
• Proficiency with CRM tools (Salesforce preferred) and Microsoft Office.

Responsibilities

• Manage a portfolio of assigned customer accounts, serving as primary contact.
• Foster customer success through engagement, training, and relationship-building.
• Conduct check-ins and provide webinars or training to support adoption.
• Monitor customer health scores and NPS, ensuring timely follow-up.
• Meet and exceed expansion and retention goals by aligning solutions with needs.
• Document all engagement activities in CRM (Salesforce).
• Drive product adoption and identify opportunities for account growth.
• Collaborate with Product, Implementation, Sales, and Marketing teams.

Skills

Communication skills

Relationship-building

Analytical/data-driven

Time management

Customer-first mindset

Conflict-resolution

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Salesforce

Microsoft Office Suite

Job description

Activated Insights in Idaho Falls seeks an entry-level Customer Success Manager to lead and support our CSR and CSM teams in delivering high-quality customer experiences. You will coach colleagues, improve health and retention, and ensure strong execution across the customer lifecycle.

The role emphasizes data-driven strategy, collaboration with internal teams, and helping clients succeed with SaaS solutions in long-term and post-acute care markets.