[All remote jobs](https://jobicy.com/jobs.md)[![PerfectServe logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/04/7e6f5669fc8c9ea0aa484ce7c3058599.jpg)](https://jobicy.com/company/perfectserve.md)[PerfectServe](https://jobicy.com/company/perfectserve.md) # Customer Success Advisor – US Remote Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/perfectserve.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 70k–70k / yrDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceDirectorPublished24 Oct 2026Apply before23 Nov 2026Listing views51Application actions5Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. PerfectServe is seeking a Customer Success Advisor to manage day-to-day relationships for a portfolio of healthcare customers using Lightning Bolt Scheduling. The role focuses on product adoption, workflow optimization, account health, issue escalation, retention, and renewal readiness. The advisor will use Salesforce, Zendesk, Pendo, and Looker to identify risks and improve customer outcomes while partnering with Account Executives, Technical Consultants, and internal delivery teams. Candidates need at least four years of customer-facing experience, SaaS experience, strong consultative communication, and the ability to manage complex healthcare scheduling workflows. This is a US-remote role with travel to client sites of up to 25%. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 4/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 5/5IndependentCollaborative AI insightThe role requires ownership of multiple customer relationships, escalation management, renewal-risk support, and technical workflow guidance in a healthcare SaaS setting. Success depends on balancing data-driven account management with sensitive stakeholder communication and cross-functional coordination. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job median (per year)Below market$70,000US market range (per year)$75k–$100k0$110.00k AI insightThe employer explicitly states $70,000 USD plus incentives per year. A reasonable estimated US market range for a Customer Success Advisor with SaaS and healthcare workflow experience is $75,000–$100,000 USD annually, excluding incentives. ## Core skills Skills and capabilities most closely associated with this opportunity. [Customer Success Management](https://jobicy.com/jobs?search_keywords=Customer%20Success%20Management.md)[SaaS Customer Success](https://jobicy.com/jobs?search_keywords=SaaS%20Customer%20Success.md)[Healthcare Technology](https://jobicy.com/jobs?search_keywords=Healthcare%20Technology.md)[Account Management](https://jobicy.com/jobs?search_keywords=Account%20Management.md)[Customer Retention](https://jobicy.com/jobs?search_keywords=Customer%20Retention.md)[Renewal Management](https://jobicy.com/jobs?search_keywords=Renewal%20Management.md)[Stakeholder Management](https://jobicy.com/jobs?search_keywords=Stakeholder%20Management.md)[Salesforce](https://jobicy.com/jobs?search_keywords=Salesforce.md)[Zendesk](https://jobicy.com/jobs?search_keywords=Zendesk.md)[Looker](https://jobicy.com/jobs?search_keywords=Looker.md)[Pendo](https://jobicy.com/jobs?search_keywords=Pendo.md)[Workflow Optimization](https://jobicy.com/jobs?search_keywords=Workflow%20Optimization.md)[Escalation Management](https://jobicy.com/jobs?search_keywords=Escalation%20Management.md)[Clinical Scheduling](https://jobicy.com/jobs?search_keywords=Clinical%20Scheduling.md)[Data Analysis](https://jobicy.com/jobs?search_keywords=Data%20Analysis.md) Sample interview questionsHow would you identify and address a customer adoption risk for Lightning Bolt Scheduling?I would review product usage, support-ticket patterns, engagement data, and stakeholder feedback to determine the underlying cause. I would then align with the customer on measurable goals, create an adoption plan with owners and milestones, and monitor progress through regular check-ins and usage reporting. Describe how you manage an escalated customer issue involving several internal teams. I establish the impact, urgency, desired outcome, and accountable owners early. I maintain a clear communication cadence with the customer and internal teams, document decisions and actions, remove blockers, and confirm that the resolution is both technically complete and acceptable to the customer. How would you use Salesforce, Zendesk, Pendo, and Looker to improve account health? I would combine CRM history, ticket trends, product engagement, utilization metrics, and renewal information to identify risk signals and expansion opportunities. This enables targeted outreach, proactive workflow recommendations, and documented account plans instead of relying only on reactive support requests. What is your approach to discussing renewal risk with a customer? I would approach the discussion consultatively by first understanding the customer's objectives, unresolved concerns, usage barriers, and perceived value. I would bring relevant data and a practical action plan, involve the appropriate Account Executive or Contract Specialist, and maintain clear follow-through on agreed next steps. How do you build credibility with executive sponsors and operational users at the same account? I tailor communication to each audience while connecting their priorities to shared business outcomes. Executives typically need concise visibility into value, risk, and progress, while operational users need detailed workflow guidance, responsive support, and actionable recommendations. Opportunity details ## About this role. ### 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-practice solutions * Ability to manage multiple priorities effectively in high-pressure environments * Proven ability to build and sustain strong professional relationships * Strong critical-thinking and problem-solving skills * Excellent written, verbal, and documentation skills * Commercial judgment to recognize renewal risk, support tier-appropriate renewal activity, connect customer needs to growth opportunities, and partner effectively with Account Executives or Sr. Contract Specialists. * Customer-focused ownership, follow-through, and professionalism when supporting complex or sensitive account needs. Essential Qualifications * 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; healthcare software experience strongly preferred * Experience with scheduling workflows, clinical operations, or healthcare operations preferred. * Experience using CRM, support ticketing, analytics, or customer engagement tools such as Salesforce, Zendesk, Looker, Pendo, or similar platforms preferred. * Excellent verbal and written communication skills * Available to travel up to 25% Why Join PerfectServe? At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation. We offer a salary range of $70,000 USD plus incentives per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations. ### 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 [PerfectServe](https://www.perfectserve.com/) offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care. 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