Customer Success Advisor
New
P
PerfectServeHealth IT
Customer Success Advisor - 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
- Have 4+ years of experience in Customer Success, Account Management, Professional Services, or a related customer-facing role.
- Have 2+ years of experience supporting SaaS products.
- Be available to travel up to 25%.
- Healthcare software experience is strongly preferred.
- Experience with scheduling workflows, clinical operations, or healthcare operations is preferred.
- Experience with CRM, support ticketing, analytics, or customer engagement tools such as Salesforce, Zendesk, Looker, Pendo, or similar platforms is preferred.
- Demonstrate technical aptitude and the ability to apply Lightning Bolt Scheduling to customer challenges.
- Bring a consultative approach to customer engagement and guide customers toward best-practice solutions.
- Be able to manage multiple priorities in high-pressure environments and use critical thinking to solve problems.
- Build and sustain professional relationships and communicate effectively in writing and verbally.
Responsibilities
- Build day-to-day relationships with customer stakeholders, including executive sponsors, department and service line leaders, and practice administrators.
- Partner with customers to help them use Lightning Bolt Scheduling to achieve desired business outcomes.
- Develop expertise in scheduling processes and how Lightning Bolt Scheduling can improve customer workflows.
- Use Salesforce, Zendesk, Pendo, and Looker to monitor utilization, adoption, service requests, and account health.
- Identify account risks and recurring issues, and lead process improvement and optimization initiatives.
- Resolve escalated service issues by coordinating with internal teams.
- Collaborate with Account Executives and Technical Consultants on customer account plans.
- Coordinate renewal readiness, retention efforts, and renewal risk follow-up with appropriate internal partners.
- Use virtual engagement, scalable outreach, and in-app messaging to keep lower-ARR accounts informed and engaged.
- Maintain customer documentation, meeting notes, and account intelligence in Salesforce and Confluence.
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