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 :

Skills Required

Data Management, Ms Office, Customer Satisfaction, Sales Force, Customer Services