Manager of Customer Success - US Remote

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Quick Summary

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.

Requirements Summary

MBA, MSN, or equivalent advanced degree. Experience supporting multiple SaaS product lines and diverse customer segments. Proficiency with Salesforce, Atlassian (Confluence & Jira), and customer support platforms (e.g., Zendesk).

Technical Tools

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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 Manager of Customer Success (Segment Leader) is accountable for leading a team driving customer adoption, value realization, retention, and operational excellence across a defined customer segment. This role leads a blended team of Customer Success Advisors (CSAs) and Technical Leads (TLs), providing day-to-day coaching, technical guidance, and strategic direction to ensure team performance and customer outcomes.

Acting as the product-aligned Customer Success Subject Matter Expert (SME), the Segment Leader represents Customer Success in product-related forums, influences roadmap prioritization, and ensures customer needs are fully reflected across the organization. This role maintains a small portfolio of customer accounts to stay connected to real-world workflows, strengthen customer empathy, and model effective engagement practices.

The Manager blends people leadership, direct customer engagement, product expertise, and operational execution. This leader ensures crisp internal and customer communications, maintains accountability for incident response workflows, and drives continuous improvements that scale customer success across their segment.

Responsibilities

~2 min read

→Lead, coach, and develop a blended team of Customer Success Advisors (CSAs) and Technical Leads (TLs), ensuring strong execution across customer engagement, technical troubleshooting, and adoption workflows.
→Drive measurable outcomes in customer adoption, value realization, renewal readiness, and overall account health across your assigned customer segment.
→Serve as the Customer Success product SME for your aligned PerfectServe solutions—participating in bug reviews, enhancement discussions, CAB/change-management meetings, product initiative development, and release readiness activities.
→Engage directly with a select portfolio of customers to model best-in-class relationship management, run strategic business reviews, and support executive-level conversations.
→Guide technical operations by overseeing Jira ticket trends, configuration needs, integration requirements, and escalation paths in partnership with Engineering and Support.
→Ensure operational excellence through strong forecasting, health score monitoring, playbook adoption, and team-level performance metrics.
→Lead customer communications for product releases, roadmap updates, change notifications, and service incidents—ensuring clarity, timeliness, and a customer-centric approach.
→Participate in the CS leader on-call rotation to manage high-impact incidents, coordinate Rootly updates, and ensure IR/RCA communications meet internal and customer expectations.
→Partner cross-functionally with Sales, Support, Product, Engineering, and Professional Services to ensure customers receive a cohesive, high-quality experience throughout their lifecycle.
→Champion continuous improvement by identifying opportunities to streamline processes, strengthen team workflows, and elevate the overall customer experience.

Requirements

~1 min read

4+ years in Customer Success, Account Management, or a related SaaS leadership role.
2+ years of people management experience with a focus on coaching, mentoring, and team development.
Proven track record of driving customer retention, adoption, and revenue growth.
Strong technical acumen and troubleshooting skills, with the ability to translate complex concepts into customer value.
Exceptional verbal, written, and presentation skills, with experience engaging executive stakeholders.
Demonstrated success in leading process improvements in dynamic, cross-functional environments.
Familiarity with clinical workflows, healthcare communication, or LEAN methodologies.
Ability to travel up to 25%.

Requirements

~1 min read

MBA, MSN, or equivalent advanced degree.
Experience supporting multiple SaaS product lines and diverse customer segments.
Proficiency with Salesforce, Atlassian (Confluence & Jira), and customer support platforms (e.g., Zendesk).

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 $90,000-110,000 USD 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.