Customer Success Coordinator

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• South Florida Business Journal, Best Places to Work 2024
• Inc. 5000 Fastest-Growing Private Companies in America 2024
• 2024 Black Book Awards, ranked #1 EHR in 11 Specialties
• 2024 Spring Digital Health Awards, "Web-based Digital Health" category for EMA Health Records (Gold)
• 2024 Stevie American Business Award (Silver), New Product and Service: Health Technology Solution (Klara)

Who we are:

We Are Modernizing Medicine (WAMM) We're a team of bright, passionate, and positive problem-solvers on a mission to place doctors and patients at the center of care through an intelligent, specialty-specific cloud platform. Our vision is a world where the software we build increases medical practice success and improves patient outcomes. Founded in 2010 by Daniel Cane and Dr. Michael Sherling, we have grown to over 3400 combined direct and contingent team members serving eleven specialties, and we are just getting started ModMed's global headquarters is based in Boca Raton, FL, with a growing office in Hyderabad, India, and a robust remote workforce across the US, Chile, and Germany.

ModMed is hiring The Customer Success Coordinator plays a critical role in supporting our Customer Success team by helping to deliver an outstanding client experience. You will work closely with Senior Customer Success Managers (CSMs) to ensure smooth execution of client deliverables, streamline internal communications, and support key customer-facing processes.
This role is ideal for someone who thrives in a fast-paced environment, enjoys cross-functional collaboration, and is passionate about customer satisfaction and operational excellence.

Your Role:

• Order Form Management: Accurately create and manage client order forms. Ensure all client needs are documented and routed appropriately for seamless execution.
• Client Engagement Support: Assist Senior CSMs in day-to-day client management. scheduling meetings, preparing agendas and reports, and responding to client inquiries.
• Project Coordination: Support client deliverables by tracking project timelines, collaborating with internal teams, and ensuring deadlines are met.
• Data Integrity: Maintain accurate and up-to-date client records in CRM tools such as ChurnZero and Salesforce.
• Reporting & Analytics: Generate routine reports on client activities, KPIs, and team progress. Share insights with CSMs and leadership.
• Renewal Coordination: Assist with renewal processes by building quotes in CPQ, tracking renewal timelines, and following up on key deliverables.
• QBR/ABR Preparation: Help pull relevant data and insights for quarterly and annual business reviews.
• Internal Collaboration: Follow up with internal teams to ensure client issues are addressed, and solutions are implemented in a timely manner.
• Process Improvement: Provide feedback and suggest improvements to tools, processes, and workflows to enhance customer experience and team efficiency.

Skills & Requirements:

• Bachelor's degree preferred.
• 2-3 years of experience in customer success, project coordination, or administrative support, ideally in SaaS or technology environments.
• Proficiency with CRM systems (e.g., Salesforce, ChurnZero) and productivity tools (MS Office, Google Workspace).
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proactive and collaborative mindset with a problem-solving approach.
• Demonstrated commitment to client satisfaction and internal team success

ModMed Benefits Highlight:  At ModMed, we believe it's important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

India

• Meals & Snacks: Enjoy complimentary office lunches & dinners on select days and healthy snacks delivered to your desk,
• Insurance Coverage: Comprehensive health, accidental, and life insurance plans, including coverage for family members, all at no cost to employees,
• Allowances: Annual wellness allowance to support your well-being and productivity,
• Earned, casual, and sick leaves to maintain a healthy work-life balance,
• Bereavement leave for difficult times and extended medical leave options,
• Paid parental leaves, including maternity, paternity, adoption, surrogacy, and abortion leave,
• Celebration leave to make your special day even more memorable, and company-paid holidays to recharge and unwind.

United States

• Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,
• 401(k):  ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
• Generous Paid Time Off and Paid Parental Leave programs,
• Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,
• Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,
• Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,
• Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,
• Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.

PHISHING SCAM WARNING: ModMed is among several companies recently made aware of a phishing scam involving imposters posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from ModMed without a formal interview process, and valid communications from our hiring team will come from our employees with a ModMed email address ). Please check senders' email addresses carefully.  Additionally, ModMed will not ask you to purchase equipment or supplies as part of your onboarding process. If you are receiving communications as described above, please report them to the FTC website.