- Serve as a strong advocate for customers and end users, representing their needs within the PerfectServe organization.
- Build trusted day-to-day relationships with customer stakeholders, including executive sponsors, department and service line leaders, and key practice administrators.
- Partner with customers to ensure they are fully leveraging Lightning Bolt Scheduling to achieve desired business outcomes.
- Develop strong product and workflow expertise, including a clear understanding of scheduling processes.
- Use Salesforce, Zendesk, Pendo, and Looker to monitor utilization, adoption trends, service request data, and account health.
- 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 outcomes.
- Collaborate with Account Executives and Technical Consultants to establish and execute customer account plans.
- Support renewal readiness and account health, managing renewal paperwork for select lower-tier accounts.
- Maintain accurate customer documentation, meeting notes, and key account intelligence in Salesforce and Confluence.
SalesforceAccount ManagementCustomer Success+3 more