Customer Success Advisor

Role Overview

• 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