Customer Success Coordinator
About The Position
The Customer Success Coordinator plays an integral role in ensuring that all customer accounts are set up, maintained, and billed accurately within FEI’s Salesforce CRM system. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment, demonstrates exceptional customer service, and enjoys cross-department collaboration. The coordinator supports both internal teams and external customers, ensuring smooth communication, data accuracy, and timely processing of customer agreements, renewals, and work orders.
Requirements
- High School Diploma or GED required; additional coursework or degree preferred.
- 1–3 years of related experience in customer support, administration, or CRM data management.
- Experience with Salesforce.com strongly preferred.
- Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Excellent attention to detail and commitment to high-quality, accurate work.
- Strong interpersonal and communication skills; ability to build rapport and trust with customers and colleagues.
- Capable of managing multiple priorities and working effectively in a dynamic environment.
Responsibilities
- Maintain and update all customer profiles within Salesforce CRM, ensuring accuracy and timely entry.
- Review customer agreements for accuracy and follow up with the Sales team for clarification as needed.
- Release work orders after account setup or updates are complete.
- Process monthly customer renewals and contract billing invoices.
- Update accounts with upsells, service changes, or technician notes following completed work.
- Run inspection and performance reports for technicians, management, or customers as requested.
- Assist with collections, preventive maintenance billing, and other administrative support as needed.
- Collaborate with internal departments to ensure consistency and customer satisfaction across all service lines.
- Perform other related duties as assigned by management.
Benefits
- 401(k) with company match.
- Medical, dental, and vision insurance.
- Disability and life insurance packages.
- Paid vacation, holidays, and sick time.
- Opportunities for professional development and advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
