Customer Success Advisor - US Remote

Job Overview

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.

Job Description

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.

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.

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.

Key Responsibilities

• PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space.
• 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.
• 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.
• 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.

Required Skills and Qualifications

• 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.
• 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.
• 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?
• compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support.

Benefits and Perks

• 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.
• Benefits: Remote first work environment Health, Dental, Vision, Life and Disability Insurance options available day one.
• 401K - with match and immediately vested.

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

PerfectServe is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.