Customer Success Coordinator

This is a fully remote position, open to applicants in California, +40 more states.

📋 Description

• Oversee incoming requests from clients.

• Collaborate with internal teams to resolve customer inquiries and challenges.

• Manage various tasks throughout the annual implementation cycle for Medicare clients.

• Support assigned projects, which include internal enhancements, documentation, and customer-specific initiatives.

• Assist with reporting tasks, such as generating and distributing reports.

• Provide assistance to customer success and operations management activities.

• Help customer success managers and operations staff in project coordination and execution.

• Offer administrative and technical support, including scheduling, preparing customer communications or presentations, monitoring timelines, attending meetings, and liaising with various departments and organizations.

• Relay issues and additional information to customer success managers while suggesting solutions.

• Track and assess project activities, providing updates to project managers and leadership.

• Deliver customer service through phone and online channels, including support tickets, instant messaging, and email communication.

• Aid in outbound customer communications.

• Address customer inquiries and resolve support requests to successful completion.

• Assist with the collection, validation, and resolution of data files.

• Execute other customer service and administrative tasks as designated.

⛳️ Requirements

• Experience engaging with all levels within an organization, both internally and with customer organizations.

• Ability to interact directly with customers, vendors, and other service providers independently.

• Skills in customer management including project oversight, issue resolution, setting customer expectations, providing customer training support, and fostering customer relationships.

• Aptitude for following instructions closely and swiftly adapting to changing priorities.

• Self-motivated, with the ability to meet deadlines with minimal supervision.

• Strong verbal and written communication skills.

• General technical knowledge necessary to support customers effectively.

• Capability to identify areas for improvement and suggest enhancements to the team for ongoing process optimization.

• A collaborative team player.

• Quick learner.

• Proficiency in Microsoft Office applications, including Word, Excel, Visio, and MS Project.

• Strong listening and problem-solving abilities; proactive in addressing issues and coordinating solutions.

• Capacity to multitask and thrive in a fast-paced environment.

• Skills to prioritize effectively, respond to urgent requests, and escalate when necessary.

• Experience with SaaS implementation is a plus.

• Knowledge of the Medicare industry is an advantage.

🏝️ Benefits

• Culture that promotes growth.

• Outstanding employee health and well-being benefits.

• Every voice is valued.

• Global reach.

• Careers with purpose.

• World-class career development programs.

• Commitment to sustainability.

• Comprehensive medical, dental, and vision coverage.

• Three weeks of vacation plus five personal days for relaxation.

• Employee stock ownership and RRSP program.

• Casual work atmosphere.

• Extensive benefits package.

• Additional perks.