Customer Success Advisor - US Remote

What is PerfectServe? PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue. PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians. Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach: In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader. PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years. At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward. If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place! The Customer Success Advisor (CSA) owns the day-to-day relationship with a portfolio of PerfectServe customers, with a focus on Lightning Bolt Scheduling. This role builds trusted customer relationships, helps teams get more value from the product, and improves adoption, workflows, and overall satisfaction. The CSA works closely with customers and internal PerfectServe teams to resolve issues, support optimization efforts, strengthen retention, and identify opportunities where additional PerfectServe solutions may help customers meet their goals. 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 and how Lightning Bolt Scheduling can help customers improve them. Use Salesforce, Zendesk, Pendo, and Looker to monitor utilization, adoption trends, service request data, and account health; identify risks, resolve recurring issues, and improve customer satisfaction and retention. 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 and effective outcomes Collaborate with Account Executives and Technical Consultants to establish and execute customer account plans. Support renewal readiness and account health by coordinating with Account Executives or Sr. Contract Specialists as appropriate; for select lower-tier accounts, manage renewal paperwork and related Salesforce opportunity updates. Lead customer retention and save efforts when needed, keeping renewal risks visible and coordinating next steps based on account tier and customer needs. Use virtual engagement, scalable outreach, and in-app messaging to keep lower-ARR accounts informed, engaged, and connected to product value. Partner with internal teams across PerfectServe to coordinate customer-facing work and keep customer commitments moving forward. Maintain accurate customer documentation, meeting notes, and key account intelligence in Salesforce and Confluence. Travel to client sites as needed to support onboarding, training, adoption, and optimization initiatives Success Factors Strong technical aptitude and the ability to apply Lightning Bolt Scheduling to solve complex customer challenges A proactive, ownership-driven mindset with the ability to anticipate customer needs and act decisively A consultative approach to customer engagement, focused on guiding customers toward best-p