Customer Advisor (SaaS)

TL;DR

Customer Advisor (SaaS): Managing a high-volume portfolio of homecare agencies to ensure retention and identify growth opportunities with an accent on risk mitigation and renewal readiness. Focus on optimizing customer workflows, resolving operational blockers, and translating product capabilities into business outcomes.

Location: On-site in Bloomington, MN

Company

HHAeXchange is a leading technology platform providing a comprehensive end-to-end ecosystem for home and community-based care.

What you will do

• Manage a high-volume customer portfolio using data-driven insights to prioritize engagement and business impact.
• Proactively monitor account health to identify risks early and implement mitigation plans for retention.
• Drive renewal readiness by validating decision-makers and resolving blockers through value-based discussions.
• Identify and qualify customer growth signals and expansion opportunities for handoff to Sales.
• Collaborate cross-functionally with Product, Sales, and Support to drive successful customer outcomes.
• Maintain accurate documentation of interactions and health metrics in Salesforce and Gainsight.

Requirements

• Minimum of 3 years of experience in a customer-facing role.
• Experience managing a high-volume portfolio of customers with competing priorities.
• Experience with SaaS or technology platforms and post-implementation engagement.
• Strong verbal and written communication skills for working with operational and executive stakeholders.
• Ability to translate technical features into business outcomes for non-technical stakeholders.
• Must be able to work on-site in the Bloomington, MN office.

Nice to have

• Experience in healthcare or homecare operations.
• Sales experience related to renewals, upsells, or negotiations.
• Prior experience with customer success tooling (Gainsight, Salesforce, Gong).
• Familiarity with AI productivity tools such as Copilot.

Culture & Benefits

• Opportunity to work in a mission-driven environment transforming the healthcare space.
• Collaborative culture with close partnerships across multiple internal departments.
• Role focused on professional growth through managing high-impact business metrics like GRR and NRR.
• Full-time employment with a focus on long-term customer relationship building.