Customer Success Advisor - Remote

Overview

The Customer Success Advisor (CSA) manages a portfolio of customers, supporting their day-to-day relationship with PerfectServe. The CSA drives system utilization, adoption, and high levels of user satisfaction. This role involves collaborating with customers and internal teams to maximize the value of PerfectServe's solutions.

In Short

• Serve as the voice of the customer and advocate for end-users within PerfectServe.
• Build trusting relationships and provide daily support to hospital clients.
• Ensure clients maximize the value of their PerfectServe investment.
• Collaborate with clients to identify and drive process improvement initiatives.
• Develop and maintain product expertise to drive high levels of end-user satisfaction.
• Provide proactive oversight of system utilization and service request data.
• Own and resolve escalated service issues.
• Understand clinical workflows and how PerfectServe can improve outcomes.
• Collaborate with Account Executives and Technical Leads on customer success plans.
• Lead client retention and save programs.

Requirements

• 4-6 years of work experience in Healthcare SaaS environments.
• Ability to travel up to 20%.
• Strong relationship-building skills.
• Excellent written and verbal communication skills.
• Strong critical thinking and customer service skills.

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.