Skip to content
Coalition SecurityCoalition SecurityProvo, UT

Customer Success Associate

Provides high-quality support to prospective and current customers through chat, email, and phone while coordinating with internal teams and handling insurance-related workflows. The role requires at least three years of customer-facing experience, strong communication, issue-resolution, and peer coaching skills.

40k – 50k/yr
Remote3+ YOECustomer Success

About the role

Responsibilities

  • Respond to inbound questions and requests from prospective and current customers via live chat, email, and occasionally phone.
  • Route and coordinate inquiries with sales, security, insurance, and claims teams.
  • Educate customers on Coalition’s products, online quoting platform, and cybersecurity platform.
  • Perform administrative insurance functions supporting quoting, binding, policy changes, and related workflows.
  • Capture customer feedback, identify recurring pain points, and collaborate on organizational and product improvements.
  • Own and resolve complex customer issues end-to-end, determining when to self-solve or escalate.
  • Partner with Team Leads and Operations to identify knowledge gaps and translate quality-assurance themes into coaching or documentation updates.
  • Support training and onboarding for customer success team members.
  • Create or improve training materials such as playbooks, macros, wikis, Looms, and guides.
  • Maintain clear, professional, empathetic communication and strong attention to detail.

Requirements

  • 3+ years of experience in a customer-facing support, service, operations, or customer success role, ideally in a high-volume B2B environment.
  • Experience coaching or mentoring peers or new hires in a high-volume customer success, support, or operations environment.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to learn new tools, processes, and products quickly.
  • Ability to work across multiple systems and follow structured processes while maintaining focus on customer outcomes.
  • Resourceful, enthusiastic, team-oriented, and comfortable in a fast-paced startup environment.
  • Prior insurance experience is a plus but not required.

Compensation and Benefits

  • Full-time, non-exempt position eligible for overtime pay after 40 hours per week.
  • Base pay: $19.23–$24.04 per hour, approximately $40,000–$50,000 annually, depending on location and experience.
  • 100% medical, dental, and vision coverage.
  • Flexible PTO policy.
  • Annual home office stipend and WeWork access.
  • Mental and physical health wellness programs.
  • Competitive compensation and opportunities for advancement.

Skills

Customer SupportCustomer Successlive chatemail supportinsurance operationstraining materialsCoachingquality assuranceb2b supportcybersecurity platforms

Similar roles

Customer Success jobs
Coalition Security

Customer Success Associate

Coalition SecurityProvo, UT

Supports prospective and current customers through chat, email, and phone while coordinating inquiries across sales, security, insurance, and claims teams. The role also educates customers on Coalition’s platforms, handles insurance workflows, and identifies feedback-driven improvements.

40k – 50k/yrOn-siteCustomer Success
Forge

Customer Success Specialist

ForgeSioux Falls, SD +1

Customer Success Specialist supporting clients with self-directed retirement accounts via phone, chat, and email. Requires 2+ years customer service experience, strong communication skills, and ability to solve complex issues.

42k+/yrRemote2+ YOECustomer Success
Rippling

Servicing Associate

RipplingUnited States

Servicing Associate responsible for proactively engaging at-risk customers to resolve payment issues, negotiate accommodations, and mitigate financial loss while balancing retention and risk for Rippling's payroll, cards, and lending products. Requires 2+ years in customer-facing financial services or collections with strong empathy and judgment.

42k – 73k/yrRemote2+ YOECustomer Success
Agency

Compliance Account Coordinator (Boston)

AgencyBoston, MA

Entry-level role supporting client compliance projects for SOC 2, ISO 27001, and HIPAA certifications. Responsibilities include evidence collection, policy drafting, project coordination, and CRM management under senior guidance. Ideal for those starting a career in cybersecurity GRC.

42k – 52k/yrOn-siteEntry levelCustomer Success
Sprinter Health

Care Coordinator

Sprinter HealthUnited States

Coordinates post-visit healthcare workflows by verifying lab results, clinical documentation, and required paperwork, resolving missing information within service-level agreements, and supporting patient outreach. Requires at least one year of clinical healthcare experience, strong attention to detail, and familiarity with EHR and workplace tools.

44k – 46k/yrRemote1+ YOECustomer Success