CHASE GALLEGOS
Meridian,ID
Summary
Dynamic Customer Success Manager with a proven track record at Acterys, adept at building structured processes and enhancing customer relationships. Skilled in onboarding and data management, I excel in cross-functional coordination and effective communication, driving customer satisfaction and retention. Passionate about delivering value and fostering long-term partnerships.
Overview
21
21
years of professional experience
Work History
Customer Success Manager – North America & EMEA
Acterys
Boise, ID
07.2025 - Current
- Built the Customer Success department from the ground up, creating structured processes for onboarding, renewals, escalation paths, and customer data management.
- Serve as the primary point of contact for customers across North America and EMEA, guiding teams through adoption and ongoing platform value.
- Lead onboarding sessions, post-live recap discussions, training follow-ups, and recurring check-ins with finance and IT stakeholders.
- Track renewals, contract details, license usage, planners, and key data elements to ensure internal alignment and a smooth customer lifecycle.
- Partner with delivery, support, and product teams to resolve issues and guide customers through next steps with clear communication.
- Develop repeatable customer-facing documentation, recap emails, and internal workflows to streamline CS operations.
- Plan to Succeed
Youth Sports Coach (Seasonal)
Idaho Youth Sports
Meridian, ID
09.2004 - Current
- Coach of youth sports teams, emphasizing leadership, communication, and development for young athletes.
Business Development Representative – North America
Acterys
Boise, ID
01.2024 - 07.2025
- Prospected finance, FP&A, and IT leaders across North America to qualify opportunities and schedule discovery and demo calls.
- Created personalized messaging around write-back in Power BI and integrated planning capabilities.
- Collaborated with sales and marketing to improve outreach strategies, pipeline visibility, and territory coverage.
- Plan to Succeed
Commercial Lender
Bank of Idaho
Boise, ID
02.2022 - 01.2024
- Managed a $45 million commercial lending portfolio, supporting business clients with financing solutions, renewals, credit reviews, and ongoing relationship management.
- Worked directly with business owners and financial decision-makers, strengthening skills in customer communication, documentation accuracy, and complex account handling.
- Evaluated financial statements, assessed creditworthiness, and coordinated loan structures aligned with regulatory and internal policy requirements.
Assistant Manager
Mountain America Credit Union
05.2018 - 03.2022
- Oversaw branch operations, coached staff, and managed daily workflow while supporting members with financial solutions.
- Enhanced customer service capabilities and experience working with complex customer needs and escalations.
Outside Sales Representative
Hayden Beverage Company
Boise, ID
10.2013 - 05.2018
- Managed sales routes, customer accounts, product placement, and relationship growth across multiple territories.
- Built long-term relationships with business owners and purchasing managers.
Co-Owner
Greek Gyro Food Truck
Pocatello, ID
01.2008 - 07.2012
- Co-managed operations, inventory, customer service, and growth of a local food business.
- Built strong customer-facing and small business management skills.
Education
Bachelor of Science - Accounting
Idaho State University
Pocatello, ID12.2025
Skills
- Customer success and relationship management
- Project management
- Team collaboration
- Effective communication
- Customer advocacy
- Account management
- Onboarding and training
- Data management
- Renewal planning
- Cross-functional coordination
- Process improvement
- Power BI proficiency
- Sales management
- Clear communication skills
Selected Highlights
- Built the Customer Success function at Acterys from scratch, including operational workflows, customer data visibility systems, and renewal tracking processes.
- Maintained strong relationships across diverse regions (North America & EMEA) with finance, operations, and IT stakeholders.
- Recognized for clear recap emails and structured communication that improve customer trust and internal coordination.
Tools And Platforms
- Acterys Platform (Modeller, Apps, Automate, Write-Back)
- Microsoft Power BI
- Microsoft 365
- HubSpot CRM
- Ticketing / Help Center Systems
- Renewal & Customer Data Tracking Tools
Timeline
Customer Success Manager – North America & EMEA
Acterys
07.2025 - Current
Business Development Representative – North America
Acterys
01.2024 - 07.2025
Commercial Lender
Bank of Idaho
02.2022 - 01.2024
Assistant Manager
Mountain America Credit Union
05.2018 - 03.2022
Outside Sales Representative
Hayden Beverage Company
10.2013 - 05.2018
Co-Owner
Greek Gyro Food Truck
01.2008 - 07.2012
Youth Sports Coach (Seasonal)
Idaho Youth Sports
09.2004 - Current
Bachelor of Science - Accounting
Idaho State University