Customer Success Coordinator

Position Overview: 

Our growing company is seeking to hire a Customer Success Coordinator who will be in charge of assisting our Customer Success Managers in communicating and leading our ongoing projects and managing ongoing scheduling and ticket activity across clients. This task involves creating and scheduling tickets for various client activities such as: Melissa Data Updates, Security Patching, ISP notifications, Service Requests etc.  

Your Impact: 

• Determining project changes as they apply to the CSM Team work 
• Undertaking project tasks as required as representation for CSM Team 
• Assess project risks and issues and provide solutions where applicable in scheduling/conflicts/etc. 
• Ensure customer views are managed towards the best solution in regards to timing/communication/etc 
• Ensure Monthly /Quarterly tasks and reporting are scheduled and completed for customers 
• Work with CSMs and Customers when needed to ensure scheduled work and project work is scheduled and completed on time 
• Attend and participate in CSM and customer meetings 
• Document and follow up on actions and takeaways from meetings 
• Coordinate with internal teams to facilitate resources and communication to customers 

What you bring: 

• Bachelor's degree required. 
• 1-2 years related experience 
• Competency in Microsoft applications including Word, Excel, PPT and Outlook 

• Smartsheet experience a plus 
• Exceptional verbal, written and presentation skills. 
• Ability to work effectively both independently and as part of a team. 
• Ability to work across teams regardless of function or title 
• Knowledge file management, transcription, and other administrative procedures 
• Ability to work on tight deadlines. 
• Must be available to work regular East Coast hours regardless of timezone 
• Desire to grow in this role and a strong desire to be client facing with the goal of taking more ownership and responsibilities 

HealthEdge commits to building an environment and culture that supports the diverse representation of our teams. We aspire to have an inclusive workplace. We aspire to be a place where all employees have the opportunity to belong, make an impact and deliver excellent software and services to our customers. 

Geographic Responsibility:While HealthEdge is located in Burlington, MA you may live anywhere in the U.S. 

Type of Employment:Full-time, permanent 

Travel%: 

FLSA Classification (USA Only):Exempt 

Budget/Revenue Responsibility: 

Work Environment:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: 

• The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. 
• Work across multiple time zones in a hybrid or remote work environment. 
• Long periods of time sitting and/or standing in front of a computer using video technology. 
• May require travel dependent on company needs. 

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. HealthEdge reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990.  Candidates may be required to go through a pre-employment criminal background check. 

HealthEdge is an equal opportunity employer. We are committed to workforce diversity and actively encourage all qualified persons to seek employment with us, including, but not limited to, racial and ethnic minorities, women, veterans and persons with disabilities. 

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