This role manages the ongoing relationship with a portfolio of healthcare customers using PerfectServe’s Lightning Bolt Scheduling product. The advisor builds relationships with customer stakeholders, drives product adoption, resolves escalated service issues, supports renewal readiness, and leads optimization initiatives to improve satisfaction and retention.
Candidates need 4+ years in customer success, account management, professional services, or a similar customer-facing role, plus 2+ years supporting SaaS products; healthcare software experience is strongly preferred. Familiarity with scheduling or clinical operations and tools like Salesforce, Zendesk, Pendo, and Looker is expected.
The role is remote and based in the United States, with occasional travel to client sites for onboarding, training, and optimization support.
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Experience: 6 years required