Customer Success Advisor

The Customer Success Advisor (CSA) for Lightning Bolt manages a portfolio of Enterprise customers and is responsible for supporting the day-to-day relationship of the customer and for driving end user adoption and high levels of satisfaction among the users and support staff. The CSA will be responsible for collaborating with the customer and internal teams to ensure that the client is maximizing the  value of their PerfectServe investment. They will proactively identify process improvement opportunities, take ownership of and resolve escalated issues, conduct Strategic Business Reviews, lead optimization efforts, and run point on any retention efforts. Serve as the voice of the customer and an advocate for end users into the PerfectServe organization. Build trusting relationships and provide strategic and tactical day-to-day support to clients. Ensure that the client is maximizing the value of their PerfectServe investment. Collaborate with clients to identify and drive process improvement initiatives, scheduling best practices, rule optimization, and workflow adjustments to meet and exceed their needs.