PerfectServe is looking for a Customer Success Advisor to manage a portfolio of healthcare customers and ensure they maximize the value of their investment. You'll be the voice of the customer within PerfectServe, building relationships, driving adoption, and collaborating to improve clinical workflows. You'll join a mission-driven team dedicated to transforming healthcare communication and collaboration.
What You'll Do
- Serve as the voice of the customer and an advocate for end users within the PerfectServe organization.
- Build trusting relationships and provide day-to-day support to customers, including executive sponsors and department directors.
- Ensure customers maximize the value of their PerfectServe investment.
- Collaborate with customers to identify and drive process improvement initiatives.
- Develop and share best practices that enable clients to achieve their business goals.
- Develop and maintain product expertise to drive high levels of end-user satisfaction.
- Provide proactive oversight of system utilization, adoption, and service request data to identify and prevent issues.
- Own and resolve escalated service issues.
- Understand clinical workflows and how Clinical Collaboration can be applied to improve them.
- Collaborate with Account Executives and Technical Leads to establish and execute customer account plans.
- Lead client retention and save programs, where appropriate.
- Ensure successful coordination of all client service activities.
- Collaborate with other departments to deliver the best possible solutions to meet client needs.
- Be available to travel to client sites to support training, utilization/adoption, and optimization initiatives.
What We're Looking For
- 4-6 years of work experience in Customer Success, Account Management, or Professional Services.
- 2+ years of experience supporting SaaS products or healthcare software.
- Excellent verbal and written communication skills.
- Available to travel up to 25%.
Nice to Have
- Clinical workflow experience.
Benefits & Compensation
- Compensation: $60K-70K USD base salary plus incentives.
- Remote-first work environment.
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K plan with company match and immediate vesting.
- 17 company holidays, 2 floating holidays plus a competitive paid time off policy.
- Internal advancement opportunities.
Work Mode
This is a remote position.
PerfectServe is an equal opportunity employer.
