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. 

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