Customer Success Advisor

🕒 August 21

🇺🇸 United States – Remote

💵 $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PerfectServe

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2003

🏥 Healthcare

⚕️ Healthcare Insurance

☁️ SaaS

💰 Private Equity Round on 2018-05

Healthcare • Healthcare Insurance • SaaS

PerfectServe is a healthcare technology company that specializes in clinical communication and collaboration solutions. The company provides tools to improve communication between healthcare professionals, streamline clinical workflows, and enhance patient engagement. Its products include medical answering services, provider scheduling, and a healthcare operator console, all designed to ensure effective and secure communication across care settings. PerfectServe aims to reduce administrative burdens and support provider wellness while maintaining compliance with industry regulations. Trusted by over 30,000 healthcare organizations, PerfectServe integrates with existing healthcare systems to optimize provider scheduling, improve patient and family communication, and enable virtual care.

📋 Description

• Serve as an advocate for customers and end users within PerfectServe • Build trusted relationships with executive sponsors, department and service line leaders, and practice administrators • Help customers fully leverage Lightning Bolt Scheduling and improve workflows, adoption, and business outcomes • Develop product and workflow expertise around scheduling processes • Monitor utilization, adoption trends, service requests, and account health using Salesforce, Zendesk, Pendo, and Looker • Identify risks, resolve recurring issues, and improve customer satisfaction and retention • Lead process improvement and optimization initiatives • Own and resolve escalated service issues with internal teams • Collaborate with Account Executives and Technical Consultants on customer account plans • Support renewal readiness, renewal paperwork, Salesforce opportunity updates, and customer retention efforts • Use virtual engagement, scalable outreach, and in-app messaging for lower-ARR accounts • Coordinate customer-facing work across internal PerfectServe teams • Maintain customer documentation, meeting notes, and account intelligence in Salesforce and Confluence • Travel to client sites as needed for onboarding, training, adoption, and optimization

🎯 Requirements

• 4+ years of experience in Customer Success, Account Management, Professional Services, or a related customer-facing role. • 2+ years of experience in supporting SaaS products; healthcare software experience strongly preferred • Experience with scheduling workflows, clinical operations, or healthcare operations preferred. • Experience using CRM, support ticketing, analytics, or customer engagement tools such as Salesforce, Zendesk, Looker, Pendo, or similar platforms preferred. • Excellent verbal and written communication skills • Available to travel up to 25% • Strong technical aptitude and ability to apply Lightning Bolt Scheduling to complex customer challenges • Ability to manage multiple priorities effectively in high-pressure environments • Strong critical-thinking and problem-solving skills • Commercial judgment related to renewal risk, renewal activity, growth opportunities, and account partnerships

🏖️ 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 • Incentives in addition to salary