Customer Success & Sales Coordinator

Posted: May 28, 2025

 Location: Remote
Type: Full-Time
Reports to: VP of Customer Success
Compensation: Commensurate with experience
Start Date: ASAP

About Behave Health

BehaveHealth is a fast-growing behavioral health technology and services company. We are passionate about solving critical challenges in addiction and mental health care. Our flagship offering is an all-in-one electronic medical record (EMR) system designed for treatment centers.

We empower recovery residences, treatment centers, and certifying bodies by reducing administrative burden so they can focus on providing world-class care and services. We're looking for committed, values-aligned individuals to join our mission and contribute meaningfully.

Position Overview

The Customer Success & Sales Coordinator plays a dual-role that bridges sales operations with post-sale success. You’ll support potential and existing customers through all phases of their journey: from lead nurturing and outreach to onboarding and ongoing support.

This is a pivotal position that requires strong communication, organizational, and problem-solving skills. It’s ideal for someone who thrives in a tech-enabled, customer-centric environment and is motivated to make a difference in behavioral health care.

Key Responsibilities

Customer Success

  • Manage the onboarding process for new customers, including scheduling, training, and EMR system configuration.

  • Provide support via email, phone, and chat, ensuring timely and effective issue resolution.

  • Track and escalate software bugs or feature requests using internal task trackers.

  • Drive customer retention and satisfaction through proactive check-ins and solution-oriented service.

  • Help customers understand product value and encourage full utilization

  • Assist with account expansion and renewal conversations

Sales Coordination

  • Conduct initial outreach and follow-ups with new and prior leads.

  • Qualify inbound and outbound leads, schedule demos or meetings, and maintain CRM records.

  • Assist in the preparation of sales materials, presentations, and proposals.

  • Report on pipeline activities and support strategic lead-nurturing campaigns.

  • Support cross-functional sales and marketing initiatives.

  • Identify and propose upsell opportunities (e.g., add-on services, additional users)

Preferred Skills & Qualifications

Required:

  • 1+ years of experience in customer support or sales (preferably in a SaaS or healthcare setting).

  • Excellent written and verbal communication skills.

  • Ability to multi-task and work independently in a remote setting.

  • Familiarity with CRM systems (HubSpot preferred), Google Workspace, and customer service tools like HelpScout.

  • Strong organizational and problem-solving skills.

  • A customer-first, empathetic, and professional approach.

Nice to Have:

  • Experience in behavioral health operations at a recovery residence or treatment center.

  • Prior experience using the Behave Health software platform as a customer.

  • Background in Substance Use Disorder (SUD) or Mental Health treatment sectors.

  • Prior experience in a software company or fast-paced tech startup.

  • Comfort using Mac OS and modern tech tools.

Work Environment & Physical Requirements

  • Remote work environment with flexible scheduling.

  • Sedentary office work with extended periods at a computer.

  • May require occasional lifting of up to 10 pounds.

Application Instructions

Send your resume to: jennifer.spangler@behavehealth.com
Qualified candidates will be invited to a multi-stage interview process.

BehaveHealth is an Equal Opportunity Employer

We are committed to creating an inclusive environment for all employees. We provide reasonable accommodations for applicants and employees with disabilities.