Customer Success Coordinator

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. The CS Coordinator will manage order forms, assist in the execution of client work, and ensure seamless communication between the team and the clients

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.

ModMed in India Benefit Highlights:

• High growth, collaborative, transparent, fun, and award-winning culture
• Comprehensive benefits package including medical for you, your family, and your dependent parents.
• The company supported community engagement opportunities along with a paid Voluntary Time Off day to use for volunteering in your community of interest
• Global presence, and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office based roles and remote availability, 
• Company-sponsored Employee Resource Groups that  provide engaged and supportive communities within ModMed