Customer Success Advisor - Remote

Overview

The Customer Success Advisor (CSA) is a trusted partner to our customers, responsible for owning the day-to-day relationship while driving meaningful outcomes through strong product knowledge, proactive engagement, and a consultative approach. This role manages a portfolio of customers and focuses on maximizing system utilization, adoption, and overall satisfaction.

In Short

• Serve as a strong advocate for customers and end users.
• Build trusting relationships and provide day-to-day support to customers.
• Partner with customers to ensure they are fully leveraging Lightning Bolt Scheduling.
• Develop deep product and workflow expertise.
• Proactively monitor system utilization and adoption trends.
• Lead process improvement and optimization initiatives.
• Own and resolve escalated service issues.
• Collaborate with Account Executives and Technical Consultants.
• Lead client retention efforts.
• Travel to client sites as needed.

Requirements

• 4-6 years of work experience in Customer Success, Account Management, or Professional Services.
• 2+ years of experience in supporting SaaS products; healthcare software experience preferred.
• Experience with scheduling workflows is preferred.
• Excellent verbal and written communication skills.
• Available to travel up to 25%.

Benefits

• Remote first work environment.
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K with match and immediately vested.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy.
• Internal Advancement Opportunities.