Customer Advisor

Job description

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. We are hiring a Customer Advisor to join our Minnesota team. This in‑office role supports agencies with accounts up to $30K ARR and up to a 150‑member census. It blends proactive portfolio management with risk identification, customer retention, renewal readiness, and early qualification of expansion opportunities. In this position, you will help customers optimize workflows, resolve operational blockers, and identify opportunities to reinforce and expand the value of our solutions. This role is in our Bloomington, MN. office. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Essential Job Duties Portfolio Management Prioritization Manage a high-volume portfolio of assigned HHAeXchange customers using data-driven insights to prioritize activities and focus efforts where they will have the greatest customer and business impact. Develop and maintain relationships with customer stakeholders to understand operational goals, identify risks, support retention efforts, and prepare accounts for successful renewals. Prioritize outreach and engagement activities based on account health, renewal timing, customer engagement, risk indicators, and growth opportunities. Risk Identification, Retention Renewal Readiness Proactively monitor account health and customer activity to identify risks early, document root causes, develop mitigation plans, and maintain accurate retention forecasts. Own customer retention and save motions for at-risk accounts, including stakeholder coordination, recovery planning, escalation management, and progress tracking through resolution. Drive renewal readiness for assigned accounts by validating decision-makers, identifying and resolving renewal blockers, conducting value-based discussions, and maintaining accurate renewal forecasts. Prepare concise summaries, recommendations, and risk updates for leadership when additional visibility, support, or escalation management is required. Expansion Opportunity Management Identify customer growth signals and qualify expansion opportunities through an understanding of customer goals, usage trends, and business needs. Provide structured and actionable expansion opportunity handoffs to Sales, ensuring appropriate context, customer objectives, and next steps are clearly documented. Cross-Functional Collaboration Customer Advocacy Facilitate effective cross-functional collaboration by providing complete customer context, actions taken, customer expectations, and recommended next steps during escalations and handoffs. Partner closely with Sales, Implementation, Product, Customer Experience, Support, Operations, Finance, and other internal teams to drive successful customer outcomes. Capture and communicate customer feedback, product requests, operational challenges, and market insights to appropriate internal stakeholders to support continuous improvement efforts. Customer Data, Documentation Systems Management Utilize customer data, health metrics, and analytics to identify trends, monitor progress, and proactively address customer needs. Leverage Gainsight, Salesforce, and other available tools to manage customer relationships, retention activities, renewal readiness, and account health. Maintain accurate and timely account documentation in Gainsight and Salesforce, including customer interactions, risks, renewal status, action plans, opportunities, escalations, and next steps. Product Technical Acumen While not a technical support role, develop a strong understanding of customer workflows, platform functionality, and operational processes to effectively discuss customer challenges and translate product capabilities into business outcomes. Utilize productivity tools and AI-enabled technologies, where appropriate, to improve efficiency, customer engagement, and internal processes. Success Metrics Retention Renewal: Gross Revenue Retention (GRR): 92% Renewal readiness and renewal outcomes Portfolio retention and intervention success rate Risk identification and mitigation effectiveness Growth/ Net Revenue Retention (NRR): 110% Expansion opportunity generation and Sales handoff quality Successful annual conversion rate from monthly billing, when applicable Operational Excellence/ CTA Performance: 95%+ completion rate on assigned CTAs within SLA timelines Response time on at-risk situations and standard requests Customer Portfolio Management Documentation accuracy and completeness for handoffs and escalations Movement of accounts from red or yellow health scores to green Frequency and quality of customer engagements and consultations Travel Requirements Travel up to 10%, including overnight travel Required Education, Experience, Certifications and Skills REQUIRED QUALIFICATIONS Minimum of 3-years in a customer-facing role with experience resolving complex issues and managing relationships Experience managing a high-volume portfolio of customers with competing priorities. 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 und