Customer Success Advisor

PerfectServe

WorldwideFully remoteFull TimeMid LevelHealthcare & Telemedicine
USD 70,000+ a yearPosted 2mo ago

Why we think you can apply

Hiring model
Open worldwide · the employer states no country restriction
Work from
Anywhere, the UAE included

Posted 2 months ago · apply link checked 8 hours ago

About the role

Responsibilities

  • Serve as a strong advocate for customers and end users within the organization
  • Build trusted relationships with executive sponsors and practice administrators
  • Partner with customers to maximize value from Lightning Bolt Scheduling
  • Use Salesforce, Zendesk, Pendo, and Looker to monitor account health and adoption trends
  • Lead process improvement and optimization initiatives
  • Own and resolve escalated service issues
  • Collaborate with Account Executives to execute customer account plans
  • Support renewal readiness and manage renewal paperwork for select accounts
  • Maintain accurate customer documentation in Salesforce and Confluence

Requirements

  • 4+ years of experience in Customer Success, Account Management, or Professional Services
  • 2+ years of experience supporting SaaS products
  • Experience with scheduling workflows or healthcare operations preferred
  • Proficiency with CRM and analytics tools like Salesforce, Zendesk, Looker, or Pendo
  • Ability to travel up to 25%

Benefits

  • Remote first work environment
  • Health, Dental, Vision, Life and Disability Insurance
  • 401K with match and immediate vesting
  • 17 company holidays and 2 floating holidays
  • Competitive paid time off policy

About the Company

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space, focused on accelerating speed to care by optimizing provider schedules and routing communications.

What we look for

  • 4+ years in Customer Success or Account Management
  • 2+ years supporting SaaS products
  • Experience with Salesforce, Zendesk, Looker, or Pendo
  • Ability to travel up to 25%
  • Strong technical aptitude
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