Senior Customer Success Coordinator : On-Site - ...

Senior Customer Success Coordinator 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 Customersensuring 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 13 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

Created: 2026-03-04