Customer Success Advisor
P
PerfectServeHealth IT
US RemoteFull-TimeMiddle
Salary$70,000 USD plus incentives per year
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Job Details
- Experience
- 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.
- Required Skills
- SalesforceCustomer SuccessSaaSZendeskLookerAccount Management
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.
- Strong technical aptitude and the ability to apply Lightning Bolt Scheduling to solve complex customer challenges.
- Experience using CRM, support ticketing, analytics, or customer engagement tools such as Salesforce, Zendesk, Looker, Pendo, or similar platforms.
- A proactive, ownership-driven mindset with the ability to anticipate customer needs and act decisively.
- Consultative approach to customer engagement focused on guiding customers toward best-practice solutions.
- Ability to manage multiple priorities effectively in high-pressure environments.
- Proven ability to build and sustain strong professional relationships.
- Excellent written, verbal, and documentation skills.
- Available to travel up to 25%.
Responsibilities
- 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.
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