What are the responsibilities and job description for the Client Success Specialist position at XiFin, Inc.?
Are you interested in harnessing technology and AI to transform healthcare?
At XiFin, we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative technologies help diagnostic providers, laboratories, and healthcare systems manage complexity, drive better outcomes, and stay focused on what matters most: patient care.
We’re on a mission to simplify the business side of healthcare—and we know that mission takes people from all backgrounds and experiences. Whether you’re early in your career or bringing years of expertise, we welcome your perspective, your curiosity, and your passion. We value individuals who ask questions, challenge the status quo, and want to grow while making a real difference.
About The Role
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.
We are currently looking for a team player located in San Diego, CA who can work our closing shift of 9am-6pm, or in our Charleston, SC office from 8am-5pm.
How you will make an impact:
In this role, you’ll:
We’re looking for someone with a growth mindset and a passion for learning. You might be a great fit if you:
You don’t need to check every box. We will consider a combination of education and experience, including:
We’re more than just a healthcare technology company—we’re a team that cares about people.
Here’s a glimpse at what we offer:
At XiFin, we believe in pay transparency and fairness. The expected hourly rate for this role is $21.00 to $27.00, based on your experience, skills, and geographic location.
Final compensation will be determined during the selection process and may vary accordingly.
Accessibility & Accommodations
We’re committed to providing an inclusive and accessible experience for all applicants. If you need a reasonable accommodation during the application process, please contact us at 858-436-2901.
Equal Opportunity Employer
XiFin is proud to be an equal opportunity employer. We value diverse voices and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity, sexual orientation, disability, age, veteran status or any other basis protected by law.
Ready to apply?
We’d love to hear from you—even if you’re not sure you meet every qualification. If you're excited about the role and believe you can contribute to our team, please apply. Let's build something meaningful together.
At XiFin, we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative technologies help diagnostic providers, laboratories, and healthcare systems manage complexity, drive better outcomes, and stay focused on what matters most: patient care.
We’re on a mission to simplify the business side of healthcare—and we know that mission takes people from all backgrounds and experiences. Whether you’re early in your career or bringing years of expertise, we welcome your perspective, your curiosity, and your passion. We value individuals who ask questions, challenge the status quo, and want to grow while making a real difference.
About The Role
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.
We are currently looking for a team player located in San Diego, CA who can work our closing shift of 9am-6pm, or in our Charleston, SC office from 8am-5pm.
How you will make an impact:
In this role, you’ll:
- 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.
We’re looking for someone with a growth mindset and a passion for learning. You might be a great fit if you:
- 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.
You don’t need to check every box. We will consider a combination of education and experience, including:
- 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.
We’re more than just a healthcare technology company—we’re a team that cares about people.
Here’s a glimpse at what we offer:
- 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!
At XiFin, we believe in pay transparency and fairness. The expected hourly rate for this role is $21.00 to $27.00, based on your experience, skills, and geographic location.
Final compensation will be determined during the selection process and may vary accordingly.
Accessibility & Accommodations
We’re committed to providing an inclusive and accessible experience for all applicants. If you need a reasonable accommodation during the application process, please contact us at 858-436-2901.
Equal Opportunity Employer
XiFin is proud to be an equal opportunity employer. We value diverse voices and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity, sexual orientation, disability, age, veteran status or any other basis protected by law.
Ready to apply?
We’d love to hear from you—even if you’re not sure you meet every qualification. If you're excited about the role and believe you can contribute to our team, please apply. Let's build something meaningful together.
Salary : $21 - $27
