Senior Customer Success Coordinator : On-Site - Medford, MA
About The Position
The Senior Customer Success Coordinator plays a critical role in supporting customer accounts, contract management, and billing accuracy within a Salesforce CRM environment. This position is ideal for a detail-oriented professional who thrives in a fast-paced, service-driven organization and enjoys collaborating across multiple departments to ensure an exceptional customer experience. This role serves as a key liaison between Sales, Operations, Technicians, and Customers—ensuring accurate data management, smooth account transitions, timely renewals, and clear communication throughout the customer lifecycle.
Requirements
- High School Diploma or GED required; additional coursework or degree preferred
- 1–3 years of experience in customer success, customer support, administration, or CRM/data management roles
- Strong experience with Salesforce.com or similar CRM platforms
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Exceptional attention to detail with a high standard for data accuracy
- Strong written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a dynamic, team-oriented environment
- Adaptability: Responds effectively to change and shifting priorities
- Customer Focus: Demonstrates urgency, empathy, and professionalism in customer interactions
- Organization: Plans, prioritizes, and executes work efficiently
- Problem Solving: Identifies issues and recommends thoughtful solutions
- Professionalism: Maintains composure and accountability under pressure
- Quality Orientation: Consistently delivers accurate, high-quality work
Responsibilities
- Maintain, audit, and update customer account profiles within Salesforce CRM to ensure accuracy and completeness
- Review customer agreements for accuracy and coordinate with Sales to resolve discrepancies or missing information
- Release work orders once account setup or updates are complete
- Process monthly customer renewals and contract billing invoices
- Update customer accounts with upsells, service changes, renewals, and technician notes following completed work
- Run inspection, service, and performance reports for internal teams, management, or customers as requested
- Support collections, preventive maintenance billing, and related administrative functions
- Collaborate cross-functionally to support consistent service delivery and customer satisfaction
- Identify opportunities to improve customer success workflows and data integrity
- Perform additional duties as assigned by management
Benefits
- Competitive compensation based on experience
- 401(k) with company match
- Medical, dental, and vision insurance
- Life and disability insurance
- Paid vacation, holidays, and sick time
- Professional development and growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
