Customer Success Coordinator

Essential Duties and Responsibilities

• Order Form Creation and Management: Accurately processes and manages client order forms, ensuring all client requests are captured and communicated to the appropriate team members for execution
• Client Support: Assist Senior CSMs in managing client portfolios, including scheduling meetings, preparing reports, and responding to client inquiries to ensure a high level of customer satisfaction
• Conversion Project Assistance: Support the execution of client deliverables by coordinating with internal departments, tracking project progress, and ensuring timely delivery of services
• Data Management: Maintain and update client records in ChurnZero and SalesForce, ensuring accuracy and accessibility of information for the team
• Reporting: Generate and distribute regular reports on client activity, project progress, and team performance to Senior CSMs and management
• Continuous Improvement: Contribute to the continuous improvement of the customer success processes and strategies based on client feedback and observed challenges
• QBR and ABR Preparation: Assist Senior CSMs in pulling data for client presentations and tracking progress.
• Internal Follow-up: Work with internal ModMed teams to accomplish client work and devise solutions for ongoing issues.
• Renewal Assistance: Build renewals in CPQ and manage/track ongoing renewal timelines and processes. Experience and Skills Requirements

Experience and Skills Requirements:

• Bachelor s degree
• 1-2 years of experience in a customer success, sales support, or administrative role, preferably in a technology or service-oriented business.
• Excellent communication skills, both written and verbal, with the ability to effectively convey information to clients and team members
• Strong organizational and time-management skills, with a proven ability to manage multiple tasks and priorities in a fast-paced environment
• Proficiency in CRM software and Microsoft Office Suite
• Strong problem-solving abilities, with a proactive approach to identifying and resolving potential issues
• A team player with a positive attitude and the ability to work collaboratively with diverse groups
• Commitment to providing exceptional customer service and support.