Client Success Specialist

XIFIN • San Diego, CA

97d • $21 - $27

About The Position

As a Client Success Specialist you will be responsible for providing front line technical support and troubleshooting for our clients using XiFin’s RCM platform. You will assist with resolving Salesforce cases, handling client calls, and responding to chat inquiries to ensure an exceptional client experience. You will work closely with the Client Success Manager team to deliver high-quality service and maintain client satisfaction. This role is ideal for someone who enjoys problem-solving, learning complex systems, and collaborating across functions — all while delivering excellent service.

Requirements

• Excellent communication skills (both written and verbal).
• Strong analytical and problem-solving skills.
• Ability to troubleshoot technical issues and think critically.
• Ability to manage time effectively and prioritize tasks.
• Strong attention to detail and organizational skills.
• Ability to work independently as well as part of a team.
• Ability to translate complex technical information into clear, easy-to-understand language.
• A proactive mindset, eagerness to learn, and a collaborative working style.

Nice To Haves

• Bachelor’s degree or equivalent experience in a related field (e.g., Healthcare Administration, Business, IT, etc.).
• Previous experience in a customer support or troubleshooting role is preferred but not required.
• Familiarity with Salesforce or similar CRM tools is a plus.
• Experience in the healthcare or revenue cycle management industry is a strong plus.

Responsibilities

• Investigate, diagnose, and resolve issues reported via Salesforce cases, phone calls, and live chat.
• Provide timely responses to incoming client inquiries and troubleshoot basic technical issues related to XiFin RCM platform features and functionality.
• Manage and prioritize Salesforce cases, ensuring all issues are tracked, resolved, and communicated back to the client.
• Escalate complex issues to higher-level support or appropriate departments when necessary.
• Respond to client queries via phone calls and live chat, ensuring excellent customer service at all times.
• Document and track all interactions and resolutions accurately in Salesforce.
• Work with other internal teams, including Client Success Managers, Engineering, and EDI to ensure client issues are addressed efficiently.
• Provide feedback and suggestions to improve the overall client experience and troubleshooting processes.
• Stay up to date with product updates, new features, and industry best practices.
• Participate in training and development activities to improve technical skills and knowledge of the XiFin RCM platform.

Benefits

• Comprehensive health benefits including medical, dental, vision, and telehealth.
• 401(k) with company match and personalized financial coaching to support your financial future.
• Health Savings Account (HSA) with company contributions.
• Wellness incentives that reward your preventative healthcare activities.
• Tuition assistance to support your education and growth.
• Flexible time off and company-paid holidays.
• Social and fun events to build community at our locations!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees