HHAeXchange · 8 hours ago
Customer Advisor
HHAeXchange is the leading technology platform for home and community-based care, and they are seeking a Customer Advisor who excels at solving complex problems and enhancing customer relationships. This role involves managing customer portfolios, resolving operational challenges, and collaborating with various teams to ensure effective solutions and customer satisfaction.
Health CareSaaSSoftware
Responsibilities
Manage a portfolio of customers with a mix of proactive outreach and responsive problem solving
Identify customer needs, prioritize actions, and implement practical solutions across billing, workflows, compliance, scheduling, reporting, and adoption
Guide customers transitioning from Implementation into stable day-to-day operations
Lead retention efforts for accounts showing risk and present clear next steps to stabilize the relationship
Coordinate with Product, Implementation, Finance, and other teams to deliver cross-functional solutions
Capture customer feedback, document outcomes, and ensure smooth handoffs so teammates have the context they need
Support customers through operational challenges such as EVV compliance, payroll interruptions, or billing disruptions
Drive feature adoption and demonstrate measurable ROI that protects revenue, improves caregiver workflows, reduces manual administrative overhead, and supports renewals and long-term value
Prepare concise summaries and recommendations for leadership when escalations require additional visibility
Influence product and process improvements by surfacing real customer needs and patterns
Other duties as assigned by supervisor or HHAeXchange leader
Qualification
Required
Minimum of 3 years in a customer facing role with experience resolving complex issues and managing relationships
Experience with SaaS or technology platforms and an understanding of post implementation customer engagement
Demonstrated success in retaining customers through consultative conversations and value driven solutions
Strong verbal and written communication skills for working with operational and executive stakeholders
Empathy, patience, and resilience when working with customers under stress
Ability to manage multiple priorities with attention to detail and follow through
Comfort translating technical features into business outcomes that non-technical stakeholders can act on
Preferred
Experience in healthcare or homecare operations preferred
Sales experience related to renewals, upsells, or negotiations preferred
Experience with Salesforce, Gainsight, Salesloft, Tableau, CoPilot, and/or similar tools is preferred
Prior experience with customer success tooling and health score programs preferred
Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role
Benefits
Competitive health plans
Paid time-off
Company paid holidays
401K retirement program with a Company elected match
Other company sponsored programs
Company
HHAeXchange
At HHAeXchange, we believe that healthcare should be simple, effective, and transparent.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
HgWincove
2021-09-14Private Equity
2019-01-08Private Equity
2019-01-01Acquired
Recent News
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