Customer Success Representative

Activated Insights • Idaho Falls, ID

1d • Onsite

About The Position

Activated Insights, a Software-as-a-Service (“SaaS”) leader in long-term and post-acute care, is seeking a Customer Success Manager to support our growing Customer Success organization. Founded in 2008, Activated Insights serves North America’s fastest-growing labor market—long-term and post-acute senior care. With over 250 team members and 7,000+ customers across 23,000+ sites of care, our solutions focus on employee engagement, ongoing education, patient satisfaction, and reputation management.
The Customer Success Representative plays a critical role in leading and supporting our CSR and CSM teams to deliver consistent, high-quality customer experience. This role focuses on coaching team members, improving customer health and retention outcomes, and ensuring strong execution across the customer lifecycle. This position is ideal for someone who thrives in a leadership role, enjoys developing others, and is passionate about driving customer success through data, strategy, and collaboration.

Requirements

• High school diploma or equivalent (bachelor’s degree preferred).
• 2+ years of professional experience in B2B communications, customer success, or account management.
• Proficiency with CRM tools (Salesforce preferred) and Microsoft Office Suite.
• Proven ability to manage multiple projects and priorities effectively.

Nice To Haves

• Experience working with SaaS or healthcare clients preferred.

Responsibilities

• Manage a portfolio of assigned customer accounts, serving as the primary point of contact.
• Proactively foster customer success through engagement, training, and relationship-building.
• Conduct customer check-ins and provide webinars or individual training to support adoption.
• Monitor customer health scores and Net Promoter Scores, ensuring timely follow-up.
• Meet and exceed expansion and retention goals by aligning solutions with customer needs.
• Accurately document all engagement activities in CRM (Salesforce).
• Drive continuous product adoption and identify opportunities for account growth.
• Partner with internal teams (Product, Implementation, Sales, Marketing) to ensure a seamless customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level