Customer Success Leader at PerfectServe (Remote)

• Company: PerfectServe

• Role: Customer Success Leadership — Manager, Senior Manager, or Director (Remote)

• Industry: Healthcare Communication & Clinical Workflow Technology

• Salary: Not specified (typical range: $70K–$110K) 

• Location: Remote

• Apply By: No deadline listed

• Company Growth: Featured on Inc 5000 list with 88% growth over 3 years 

Why PerfectServe Is a Game-Changer

PerfectServe is a leader in clinical communications, staff scheduling, and patient engagement platforms, delivering technology that speeds up patient care, streamlines clinical workflows, and reduces provider burnout. Their mission is deeply meaningful—"accelerating speed to care"—and has earned them fast-growth recognition. With their systems in use across hundreds of healthcare institutions, you're joining a company that truly touches lives. 

The Role: What You’ll Be Doing

As part of PerfectServe’s Customer Success Leadership team (at the Manager, Senior Manager, or Director level), you will:

• Lead and inspire a remote team of Customer Success Advisors across regions.

• Build engagement strategies that drive product adoption, customer satisfaction, and retention.

• Serve as a trusted advisor, helping healthcare teams optimize PerfectServe’s workflow solutions.

• Act as the customer's voice internally, influencing product, support, and sales strategy.

• Use customer data and health metrics to identify risks and scales solutions proactively.

• Improve customer operations—salesforce workflows, playbooks, tools, and support systems.

• Manage critical escalations and communications during service incidents.

• Expand responsibility depending on experience—like stakeholder relations and long-term strategic planning. 

Who You Are: Qualifications & Experience

Minimum Requirements:

• 4+ years in SaaS customer success or account management leadership.

• 2+ years of people management (coaching, mentoring, team development).

• Track record of retention, adoption growth, and revenue impact.

• Strong technical acumen with the ability to translate complex ideas into customer value.

• Excellent communication and presentation skills, including experience with executive stakeholders.

• Familiarity with clinical workflows, healthcare communication, or LEAN practices.

• Ability to travel up to 25% when required. 

Preferred Qualifications:

• Advanced degrees like MBA or MSN.

• Experience with multiple SaaS products and diverse users.

• Proficiency in tools such as Salesforce, Confluence, Jira, and support platforms like Zendesk. 

What Sets This Role Apart

Remote-First: Work from anywhere—flexible and global-friendly. 

Mission-Critical Work: Directly impact healthcare effectiveness and patient safety.

High Growth Company: PerfectServe’s rapid expansion means big opportunities and momentum. 

Leadership Development: You’ll coach teams, influence strategy, and lead through change.

Comprehensive Benefits: From day one, access health, dental, vision, life, disability insurance, 401(k) match, and robust PTO. 

What a Day Might Look Like

Morning

• Review customer satisfaction metrics.

• Conduct team checkpoints or strategy syncs.

Midday

• Engage with clients via reviews or onboarding sessions.

• Push operational improvements based on support data.

Afternoon

• Collaborate with Product and Support teams on prioritized enhancements.

• Lead training or process workshops.

End-of-Day

Tidy up reporting, plan next-day priorities, and coach high-performers.

How to Stand Out in Your Application

1. Tailor your resume with leadership in customer success in healthcare or SaaS.

2. Highlight metrics: show adoption rates, retention improvements, or escalations handled.

3. Share transformation stories—how your work improved health outcomes or customer satisfaction.

4. Include your tool stack: Salesforce, Jira, playbooks, dashboards.

5. Show remote leadership—how you’ve managed distributed teams effectively.

6. Follow-up professionally after applying to demonstrate commitment.

Salary Insights

While no official salary is listed in the job description, similar leadership roles at PerfectServe are estimated between $69K–$109K/year based on Glassdoor data. 

These figures help candidates set expectations and prepare negotiation strategies.

Company Culture & Reputation

PerfectServe promotes a culture of trust, innovation, collaboration, and purpose—rooted in their name's meaning. As a remote-first company, they emphasize accountability and inclusion. 

However, while most reviews are positive about flexibility, Indeed reviews for roles such as Support Specialist have varied, with some noting high volume stress and management challenges. Ratings on work-life balance, pay, and culture span the middle of the spectrum. 

Summary Table

Feature                       Details

• Role Title: Customer Success Leadership (Manager/Sr. Manager/Director)

• Location: Remote

• Industry: Healthcare SaaS

• Growth: 88% growth over 3 years (Inc 5000)

• Core Responsibilities: Team leadership, retention, customer advocacy, ops improvement

• Required Experience: 4+ years in SaaS Success leadership, 2+ years managing people

• Bonus Qualifications: MBA, Salesforce, etc.

• Compensation (Est.): $69K–$109K based on peer roles

• Benefits: Full healthcare, 401K with match, PTO, remote-first perks

• Work Culture: Innovative and mission-driven, with some remote support reports mixed

Final Thoughts

Stepping into this Customer Success Leadership position at PerfectServe means taking on a high-impact, mission-driven role in healthcare technology—where your leadership can advance clinical workflows and patient care. If you're a strategic, empathetic leader with SaaS experience and readiness to nurture teams and transform experiences, this opportunity could be your next career launchpad.

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