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.
Required Skills & Qualifications:
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:
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, includ
Benefits
Health insuranceDental insuranceVision insuranceParental leave
Additional Information
Join the Team Modernizing Medicine
At ModMed , we're not just building software-we're reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.
A Culture of Excellence
When you join ModMed, you're joining an award-winning team recognized for innovation and employee satisfaction. From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:
Consistently ranked as a Top Place to Work
2025 Globee Business Awards: Gold Globee for "Technology Team of the Year"
2025 Black Book Awards: Ranked #1 EHR in 11 Specialties
Florida Venture Forum: Venture-Backed Company of the Year
We are growing fast, thinking big, and we are just getting started.
Ready to modernize medicine with us?
Job Description Summary:
Our Mission & Vision
At ModMed, our mission is to place doctors and patients at the center of care through an intelligent, specialty-specific cloud platform. We envision a world where the software we build increases medical practice success and improve patient outcomes.
Joining our team means aligning your passion with purpose. We innovate boldly, think big, and save time for the healthcare heroes who rely on our tools every day. We're looking for individuals who want to do good and have fun while contributing to a world-class healthcare ecosystem.
Job Summary
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.
Modmed · Hyderabad, India