Senior Customer Success Coordinator : On-Site - Medford, MA

Medford, MA

Full Time

Mid Level

About HV Talent Group

At HV Talent Group, we help talented professionals like you connect with top employers nationwide. As a trusted recruiting partner to industry-leading companies, we focus on direct-hire placements that align with your career goals, values, and long-term growth.

About the Role

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.

Key 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

Qualifications

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

Core Competencies

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

Compensation & 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

Work Environment

On-site / In Person
Office-based role in a collaborative, customer-focused environment

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Disclaimer: This job description is intended to provide a general overview of the responsibilities and requirements of the position. It is not an exhaustive list of all duties, responsibilities, and skills required. The company reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

Equal Employment Opportunity: HireVenture is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by applicable law.

Confidentiality Notice: This job description and any accompanying attachments are confidential and may contain privileged information intended solely for the use of the individual or entity to whom they are addressed. If you have received this communication in error, please notify the sender immediately and delete the original message.

Copyright: This job description is copyrighted by HireVenture. Unauthorized use, reproduction, or distribution of this material is strictly prohibited without the written consent of HireVenture.

Note: The information provided in this job description is subject to change without notice. Please refer to the latest version of the job description available on our website for the most up-to-date information.

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HireVenture
www.hireventure.com

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Are you able to work on-site in Medford, MA five days per week?*

Do you have at least 1–3 years of experience in a customer success, customer support, administrative, or CRM-focused role?*

Have you regularly worked in Salesforce (or a comparable CRM) to manage customer accounts, contracts, renewals, or billing data?*

This role requires reviewing contracts, processing renewals, and maintaining accurate customer data. Are you comfortable being accountable for data accuracy and compliance-driven workflows?*

Are you comfortable collaborating with Sales, Operations, and Finance teams and communicating directly with customers to resolve issues?*

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Senior Customer Success Coordinator : On-Site - Medford, MA

About the Role

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