Customer Success Coordinator

About the role

We are seeking a Customer Success Coordinator to join a small, founder‑led company that specializes in home modifications for aging‑in‑place. This full‑time remote position supports a New Jersey‑based client and guides customers from estimate through installation while maintaining a smooth, proactive experience.

Key responsibilities

• Own the end‑to‑end customer journey, acting as the primary point of contact from estimate to installation.
• Conduct timely follow‑up calls, emails, and texts to answer questions, address cost concerns, and move opportunities toward closure.
• Answer inbound inquiries, qualify leads, and schedule assessments and installations.
• Maintain accurate CRM records, tasks, and deal stages; generate simple reports and dashboards.
• Coordinate with field operations to confirm schedules, materials, and status updates.
• Prepare and send proposals, invoices, and service agreements as directed.
• Triage customer issues, resolve when possible, and escalate to the operations lead as needed.
• Track pipeline health and provide weekly summaries on leads, conversions, and feedback.
• Create and update SOPs, FAQs, and knowledge‑base content.
• Support light marketing activities such as review requests and basic email/SMS campaigns when capacity allows.

Required profile

• 2–5+ years in customer success, support, sales coordination, or a similar client‑facing role.
• At least 2 years of remote work supporting a US‑based team on Eastern Time.
• Strong phone etiquette, written communication, and relationship‑building skills.
• Hands‑on experience with a CRM platform (preferably HubSpot) for data entry, task management, and reporting.
• Excellent organizational abilities and the capacity to manage multiple open opportunities.

Required skills

• HubSpot CRM (or comparable CRM platform).
• VOIP phone systems and call/text tools (e.g., RingCentral, Zoom Phone, Grasshopper).
• Productivity suites: Google Workspace or Microsoft 365.
• Advanced spreadsheet skills (Excel, Google Sheets).

What we offer

• Full‑time schedule: 9:00 AM–5:00 PM Eastern Time, Monday‑Friday.
• Fully remote work for a New Jersey‑based client.
• Compensation ranging from $1,000 to $1,500 per month, based on experience.
• Product training, ongoing coaching, and growth potential as the company scales.