Client Success Specialist jobs in United States
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XiFin, Inc. · 2 months ago

Client Success Specialist

XiFin, Inc. is focused on transforming healthcare through innovative technologies. The Client Success Specialist will provide technical support for clients using XiFin’s RCM platform, assist with Salesforce cases, and ensure an exceptional client experience while collaborating with the Client Success Manager team.

Enterprise SoftwareHealth CareHealth DiagnosticsInformation TechnologyMedical DeviceSoftware
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H1B Sponsor Likelynote

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

Qualification

SalesforceTechnical troubleshootingHealthcare experienceAnalytical skillsCommunication skillsProblem-solving skillsOrganizational skillsTeam collaborationTime management

Required

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
Bachelor's degree or equivalent experience in a related field (e.g., Healthcare Administration, Business, IT, etc.)

Preferred

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

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!

Company

XiFin, Inc.

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XiFin is a healthcare information technology company that empowers healthcare organizations to navigate an increasingly complex and evolving healthcare landscape.

H1B Sponsorship

XiFin, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (6)
2023 (8)
2022 (6)
2021 (6)
2020 (5)

Funding

Current Stage
Late Stage
Total Funding
$8M
Key Investors
Goldman SachsWindward Ventures
2025-09-03Series Unknown
2014-07-30Acquired
2006-09-11Series D· $2M

Leadership Team

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Erik Sallee
EVP and Chief Financial Officer
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Jeff Carmichael
Senior Vice President Of Engineering
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Company data provided by crunchbase