Customer Success Coordinator

Beyond the Leaf (BTL) is seeking a proactive and organized Customer Success Coordinator to support our Willow and BTL PA offices, serving the Perkiomenville and Horsham, PA areas.

This entry-level, growth-oriented role is ideal for someone who thrives in a fast-paced environment and enjoys being the central connection point between customers, sales leadership, and field operations. The CSC plays a critical role in supporting revenue growth, delivering outstanding customer experience, and improving operational efficiency.

If you’re detail-oriented, customer-focused, and motivated to grow with a scalable organization, this opportunity offers strong professional development potential.

Role Overview

The Customer Success Coordinator supports sales throughput and customer retention by managing estimate scheduling, conducting proactive follow-ups, and assisting with light Accounts Receivable (A/R) functions. This position is designed to flex with business needs while maintaining high service standards.

Core Responsibilities

Estimate Scheduling & Coordination (Approx. 70%)

• Schedule estimates, consultations, and site visits for both commercial and residential customers
• Confirm appointments and manage reschedules or cancellations
• Coordinate closely with the Commercial Manager and field teams to ensure efficient routing and accurate scheduling
• Prepare and send estimates, proposals, and related communications
• Maintain accurate scheduling and customer records within company systems

Customer Follow-Ups & Proactive Service (Approx. 15%)

• Conduct proactive follow-ups on estimates, proposals, and completed services
• Support customer retention through timely and professional communication
• Respond to customer inquiries and resolve basic issues with a solutions-oriented approach
• Escalate complex or sensitive concerns to the Commercial Manager when appropriate
• Ensure a consistent, high-quality experience across all customer touchpoints

Accounts Receivable (A/R) Support (Approx. 15%)

• Assist with light A/R activities, including invoice follow-ups and customer reminders
• Support efforts to reduce outstanding balances and improve Days Sales Outstanding (DSO)
• Coordinate internally to resolve billing questions or discrepancies

Qualifications & Skills

• Strong written and verbal communication skills
• Excellent customer service mindset
• Highly organized with strong attention to detail
• Comfortable managing high volumes of scheduling and follow-up tasks
• Ability to prioritize and stay focused in a fast-paced environment
• Proficiency in basic office tools (email, spreadsheets, scheduling systems)
• Previous experience in customer service, administrative support, or office coordination preferred but not required

Benefits

Employees who work 30+ hours per week are considered full-time and become eligible for our benefits after just 30 days of employment. 

• Competitive pay with opportunities for 40+ hours per week 
• Paid time off (PTO) and holidays for work-life balance 
• Overtime opportunities during storm cleanup and peak seasons 
• Long-term disability insurance (employer paid) 
• Short-term disability insurance (employer paid) 
• Basic life & AD&D insurance (employer paid) 
• 401(k) retirement plan with up to 4% company match to help you save for the future
• Flexible Insurances Options: Employees can choose the health, dental, and vision plans that best fit their needs and budget, giving control over premiums and out-of-pocket costs. 

Health Insurance (Cigna Plans): Employees can choose the plan that works best for them and their families: 

• Cigna OAP (Open Access Plus) – broad provider access 
• Cigna OAP IN – in-network focused, lower out-of-pocket costs 
• Cigna HDHP (High-Deductible Health Plan) – lower premiums with HSA compatibility 

 Dental Insurance (Cigna Plans): Flexible options to fit coverage needs and budget: 

• 2025 Cigna Dental PPO Low Plan – basic coverage at a lower premium 
• 2025 Cigna Dental PPO High Plan – enhanced coverage with higher benefits 

Vision Insurance (Cigna Plan): 

• 2025 Cigna Vision Plan – comprehensive coverage for exams, lenses, and frames 

Additional Optional Benefits 

• The option of a Health Savings Account (HSA) with $250 employer contribution if on a High-Deductible Health Plan, or a Flexible Spending Account (FSA) for health, dental/vision, and dependent care.
• Pre-tax commuter benefits (parking, transit, vanpool) 
• Legal assistance plan 
• Supplemental coverage options: critical illness, accident, and hospital indemnity insurance