Teams at PerfectServe

Provide 24/7 technical support to clinicians and administrators via phone, chat, and portal. Assist with user account management, training, on-call schedule management, mobile/web troubleshooting, application configuration, and escalate complex issues to cross-functional teams.

Manage end-to-end implementations of PerfectServe clinical communication and scheduling software for ambulatory and enterprise healthcare clients. Lead planning, staffing, execution, budget and risk control, stakeholder communication, status reporting, and transition to account management to ensure on-time, on-budget, high-quality deployments.

Lead FP&A activities including owning the rolling forecast, quarterly reforecasts, and annual operating plan. Produce monthly/quarterly financial packages and SaaS KPI reporting (ARR, NRR, bookings, churn). Maintain customer-level ARR, perform variance analysis, automate reporting, partner with department leaders on headcount and budgeting, and run scenario/sensitivity models to support strategic decisions and investor materials. Assist with ASC 606 revenue reporting as needed.