Teams at PerfectServe

Owns day-to-day relationships with a portfolio of healthcare customers using Lightning Bolt Scheduling. The role drives product adoption, workflow optimization, customer satisfaction, retention, renewal readiness, and expansion opportunities. Responsibilities include monitoring account health with Salesforce, Zendesk, Pendo, and Looker; resolving escalated issues; coordinating internal teams; maintaining customer documentation; and supporting onboarding, training, and optimization. Travel to client sites may be required.

Supports daily accounting operations, including cash applications, payment processing, account reconciliations, journal entries, financial reporting, accounts receivable research, escheatment, and month-end close activities. The role investigates discrepancies, maintains accurate financial records, collaborates with Collections and Finance teams, and helps improve accounting processes. It requires a bachelor’s degree, 1–2 years of accounting experience, strong Excel skills, and attention to detail.

Own the AWS infrastructure, deployment path, access model, and observability for a new data platform handling protected health information. Build declarative infrastructure with Terraform or CDK, implement GitOps and CI/CD, administer Kubernetes workloads, design least-privilege access, manage networking and databases, and automate operational processes including autoscaling and self-healing.