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Accelerating speed to care by optimizing provider schedules, streamlining clinical communication, and engaging patients.
Customer Success Advisor
Location
United States
Posted
108 days ago
Salary
$70K / year
Seniority
Senior
Job Description
Customer Success Advisor
PerfectServe
• Serve as a strong advocate for customers and end users, representing their needs within the PerfectServe organization • Build trusting relationships and provide day-to-day support to customers, e.g., executive sponsors, department/service line directors, and key strategic practices. • Partner with customers to ensure they are fully leveraging Lightning Bolt Scheduling to achieve desired business outcomes • Develop deep product and workflow expertise, with a strong understanding of scheduling processes and how PerfectServe can optimize them • Proactively monitor system utilization, adoption trends, and service request data to identify risks, resolve issues, and prevent future challenges • Lead process improvement and optimization initiatives that drive measurable value for customers • Own and resolve escalated service issues, coordinating with internal teams to ensure timely and effective outcomes • Provide proactive oversight of system utilization, adoption, and service request data to identify, resolve, and prevent issues to ensure client satisfaction and retention. • Collaborate with Account Executives and Technical Consultants to establish and execute customer account plans. • Lead client retention and save efforts when needed, acting as the primary point of coordination • Ensure seamless delivery of all client-facing services by partnering effectively with internal teams across PerfectServe • Travel to client sites as needed to support onboarding, training, adoption, and optimization initiatives
Job Requirements
- 4-6 years of work experience in Customer Success, Account Management, or Professional Services
- 2+ years of experience in supporting SaaS products; healthcare software experience strongly preferred
- Experience with scheduling workflows is preferred
- Excellent verbal and written communication skills
- Available to travel up to 25%.
Benefits
- Remote first work environment
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K - with match and immediately vested.
- 17 company holidays, 2 floating holidays plus competitive paid time off policy
- Internal Advancement Opportunities
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