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

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.

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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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