What is PerfectServe?
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
Key Responsibilities
Financial Reporting & Close
- Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate financial statements.
- Prepare and review journal entries, reconciliations, accruals, and supporting schedules.
- Review work prepared by the team and provide constructive feedback to ensure accuracy and consistency.
- Maintain compliance with GAAP and internal accounting policies.
Revenue Recognition (ASC 606)
- Own revenue accounting for subscription and usage‑based SaaS models.
- Review customer contracts for appropriate revenue treatment under ASC 606.
- Manage deferred revenue schedules and ensure accurate revenue cutover and allocation.
- Serve as a subject‑matter expert for revenue-related questions across the team.
People Management & Team Development
- Directly manage and develop a team of accounting professionals.
- Provide regular coaching, mentorship, and career development guidance.
- Conduct recurring 1:1 meetings, performance check‑ins, and goal‑setting conversations.
- Set clear expectations, delegate effectively, and ensure accountability for deliverables.
- Support onboarding and training of new team members, reinforcing best practices and documentation.
- Foster a collaborative, high‑performing team culture with an emphasis on continuous improvement.
Process Improvement & Systems
- Evaluate and enhance accounting workflows to support scalability and team efficiency.
- Identify opportunities to streamline processes, reduce manual work, and leverage automation.
- Assist with the implementation or optimization of accounting systems.
- Strengthen internal controls, documentation, and review procedures.
Audit & Compliance
- Prepare audit schedules and serve as the primary liaison for external auditors.
- Coordinate audit requests across the team and ensure timely, accurate responses.
- Ensure compliance with GAAP, company policies, and applicable regulatory requirements.
Cross‑Functional Partnership
- Support FP&A with actuals, variance analysis, and budgeting inputs.
- Partner with Sales, Product, and Operations to provide accounting guidance on new product features, pricing models, or monetization changes.
- Help translate accounting requirements for non‑finance stakeholders.
Qualifications - Bachelor’s degree in Accounting or Finance; CPA or progress toward CPA strongly preferred.
- 5–8+ years of progressive accounting experience.
- 2+ years of direct people management experience, including coaching and performance management.
- Strong understanding of SaaS revenue recognition (ASC 606), deferred revenue, and subscription billing.
- Experience with modern accounting systems (e.g., NetSuite).
- Proven ability to lead, develop, and motivate a team in a fast‑paced environment.
- Excellent analytical, organizational, and communication skills.
- Strong attention to detail with the ability to balance accuracy and deadlines.
- Demonstrated experience improving processes and scaling accounting operations.
Nice to Have - Experience at a high‑growth SaaS or technology company.
- Familiarity with metrics such as ARR, churn, net retention, etc.
- Experience scaling or rebuilding accounting processes as a team grows.
- Experience with automation or workflow tools.
What You’ll Bring - A proactive, problem‑solving mindset.
- A genuine interest in developing people and building strong teams.
- Comfort balancing hands‑on execution with team leadership responsibilities.
- The desire to build scalable systems, processes, and careers.
- Strong cross‑functional communication skills and a collaborative approach.
Why Join PerfectServe? At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission‑driven team in an environment that values growth, transparency, and innovation.
We offer a salary range of $90,000–$120,000 USD per year, with compensation tailored to your background, strengths, and growth potential. This range reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. Compensation is determined by several factors, including experience, skills, and team impact. We regularly review compensation to ensure fairness and consistency. Current employees with questions are encouraged to connect with their manager or People Operations.
Benefits:
- Remote first work environment
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K - with match and immediately vested.
- 17 company holidays, 2 floating holidays plus competitive paid time off policy
- Internal Advancement Opportunities
PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.
