Customer Success Coordinator - Remote

Overview

The Customer Success Coordinator is a pivotal role within the Customer Success Department, focused on supporting Senior CSMs in delivering exceptional service to our clients. This role is designed for individuals passionate about customer satisfaction, efficiency, and the success of enterprise clients.

In Short

• Order Form Creation and Management: Accurately processes and manages client order forms.
• Client Support: Assist Senior CSMs in managing client portfolios.
• Conversion Project Assistance: Support the execution of client deliverables.
• Data Management: Maintain and update client records in ChurnZero and SalesForce.
• Reporting: Generate and distribute regular reports on client activity.
• Continuous Improvement: Contribute to the continuous improvement of customer success processes.
• QBR and ABR Preparation: Assist Senior CSMs in pulling data for client presentations.
• Internal Follow-up: Work with internal ModMed teams to accomplish client work.
• Renewal Assistance: Build renewals in CPQ and manage ongoing renewal timelines.

Requirements

• Bachelor’s degree.
• 1-2 years of experience in a customer success or administrative role.
• Excellent communication skills, both written and verbal.
• Strong organizational and time-management skills.
• Proficiency in CRM software and Microsoft Office Suite.
• Strong problem-solving abilities.
• A team player with a positive attitude.
• Commitment to providing exceptional customer service.

Benefits

• High growth, collaborative, transparent, fun, and award-winning culture.
• Comprehensive benefits package including medical for you and your family.
• Community engagement opportunities with paid Voluntary Time Off.
• Global presence and in-person collaboration opportunities.
• Company-sponsored Employee Resource Groups.