PerfectServe

Customer Success Advisor

PerfectServe

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 per year

About the role

  • 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

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SaaSscheduling workflowsprocess improvementsystem utilizationadoption trendsservice request dataissue resolutionclient retention
Soft Skills
customer advocacyrelationship buildingcommunicationcollaborationproblem-solving