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
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