Customer Success Coordinator

About eDist

eDist is a fast-growing Platform-as-a-Service (PaaS) company that helps B2B organizations buy, sell, and support subscription software and companion hardware at scale. We’re on the verge of launching the newest release of our PaaS, which will unlock powerful new capabilities for our existing partner ecosystem and attract many new partners and vendors. This next chapter includes expanding our platform, entering new verticals, and preparing the organization for future global growth and pre-IPO readiness.

Historically known as the leading value-added distributor in speech recognition and healthcare (including Dragon solutions and companion hardware like professional microphones), we now operate as a modern revenue platform—supporting VARs, corporate resellers, referral partners, and direct customers across the U.S., Canada, and the Caribbean. With distribution centers in New Jersey and Canada, we combine strong operational execution with high-touch professional services such as training, implementation, project management, and advanced technical support.

eDist is a stable, well-funded, non-seasonal growth company headquartered in Bonita Springs, Florida, where teams work onsite, collaborate closely with all locations, and enjoy doing meaningful work with top healthcare B2B brands.

We are looking for great people who can grow their careers in our quickly expanding company and look to promote from within the eDist Pro Services Client Success Team.

Job Summary

The Customer Success Coordinator is an entry-level role designed to introduce candidates to the operations of a Professional Services team. This position provides foundational experience in project coordination, client communication, data management, and cross-functional collaboration.

As part of the Professional Services team, the Coordinator supports daily workflows for project managers and trainers while developing the skills needed to grow into a Trainer or Project Manager role. This is an ideal opportunity for someone looking to build a long-term career in project management, customer onboarding, training, or SaaS operations.

Key Responsibilities

Communication & Coordination

• Serve as the first point of contact for the Professional Services department by answering calls, responding to inquiries, scheduling appointments, and routing issues appropriately.
• Coordinate training sessions by managing calendars, confirming attendance, preparing resources, and helping ensure a smooth experience for both trainers and clients.
• Support internal communication by helping teams stay aligned on schedules, expectations, and project needs.

CRM & Data Management

• Assist with accurate data entry and maintenance in HubSpot and other systems, including updating client records, logging interactions, and tracking progress.
• Generate basic reports to support project visibility and operational planning.

 Project Administration 

• Support project managers by scheduling meetings, preparing status summaries, and tracking project progress.
• Help with project closeout tasks, such as confirming deliverables, organizing documentation, collecting feedback, and coordinating billing workflows.

Documentation & Reporting

• Maintain organized department files and documentation in accordance with company guidelines.
• Assist in preparing internal summaries, dashboards, and process materials.

Order & Subscription Support

• Help process new and existing orders, subscriptions, and opportunities, ensuring accuracy and alignment with internal workflows.
• Collaborate with sales and finance teams when additional clarification or documentation is needed.

Cross-Functional Collaboration

• Work with internal teams—including Sales, Training, Finance, and Operations—to resolve administrative questions and ensure smooth handoffs throughout the customer lifecycle.

Growth Path

This role is structured to build skills and experience that support advancement into:

• Customer Success Trainer (specializing in onboarding, user training, and customer enablement), or
• Project Manager (leading customer implementation projects, coordinating cross-functional teams, and driving successful outcomes).

Training, mentorship, and hands-on project exposure will be provided to support growth in either track.

Required Qualifications

• Prior experience in customer service, administrative support, internships, or academic project work is helpful but not required.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Comfort working in dynamic, team-oriented environments.
• Ability to learn new systems and processes quickly.
• High attention to detail and accuracy.

Preferred Qualifications (Nice to Have)

• Exposure to CRM systems (HubSpot experience is a plus).
• Familiarity with Microsoft 365 or Google Workspace.
• Interest in project management, training, or customer onboarding.
• Coursework or internships related to business, project coordination, education/training, or operations.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance