Client Success Manager

XpertDox; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Vision insurance

Life insurance

Unlimited PTO

Parental leave

Job summary

XpertDox seeks a Client Success Manager to support healthcare clients through all stages of the relationship, ensuring measurable ROI and alignment with XpertDox methodologies. You will serve as the trusted advocate between clients and technical teams, driving adoption and value realization across the revenue cycle.

The role emphasizes healthcare industry knowledge, proactive risk management, and strong communication.Competitive compensation and comprehensive benefits are offered in a

Qualifications

• Healthcare experience required.
• At least 3 years in customer or client success.
• Knowledge of medical billing, coding and RCM workflows preferred.

Responsibilities

• Build and maintain strong client relationships through regular check-ins and feedback collection.
• Monitor customer health, usage, and engagement metrics to identify risks and opportunities.
• Act as the primary point of contact for customer questions, issues, and concerns.
• Identify, manage, and escalate risks, bugs, or blockers affecting client workflows.
• Coordinate with Program Management, Technology, and other internal teams for timely resolutions.
• Track issues through to closure with clear communication and outcomes.
• Share client insights and performance metrics with internal stakeholders.
• Document all client interactions and resolutions in internal systems.

Skills

Healthcare experience

RCM workflows

CRM usage

Data analysis

Tools

Salesforce

Job description

XpertDox builds practical AI for medical coding teams. Through our XpertCoding platform, we help healthcare organizations turn clinical documentation into accurate CPT and ICD coding faster and more consistently, reducing denials, strengthening compliance, and improving revenue cycle performance. We combine deep coding expertise with modern machine learning to fit real-world workflows, delivering measurable productivity gains while keeping quality and auditability front and center.

Role Overview

The Client Success Manager (CSM) is responsible for supporting XpertDox clients by delivering the highest level of service across all phases of the client relationship. This role emphasizes building strong, long-term partnerships, supporting clients' revenue cycle objectives, and ensuring the realization of measurable ROI from XpertDox solutions. The CSM proactively identifies and addresses client questions and issues, coordinates timely and effective resolutions, and serves as a trusted client advocate. In this capacity, the CSM acts as a key liaison between clients and XpertDox technical teams, ensuring solutions align with client needs while adhering to XpertDox methodologies and best practices.

Roles and Responsibilities

• Build and maintain strong client relationships through regular check-ins, progress reviews, and feedback collection.
• Monitor customer health, usage, and engagement metrics to proactively identify risks and opportunities.
• Act as the primary point of contact for customer questions, issues, and concerns.
• Identify, manage, and escalation risks, bugs, or blockers that may impact customer workflows.
• Coordinate with Program Management, Technology, and other internal teams to ensure timely issue resolution.
• Track issues through to closure, ensuring clear communication and effective outcomes.
• Share client insights, performance metrics, and feedback with internal stakeholders through regular updates and reports.
• Document all client interactions, feedback, and resolutions accurately in internal systems.

Preferred candidate profile

• Healthcare experience (required)
• Understanding of medical billing, coding and RCM workflows (preferred)
• Knowledge and or experience with medical EHR systems such as Epic, eCW, Athena (preferred)
• At least 3 years in customer or client success (required)
• Excellent communication, empathy, and relationship-building skills
• Comfortable using CRMs and success tools such as Salesforce
• Strong data analysis and presentation skills
• Competitive compensation aligned with experience and impact.
• Dental, Health, Vision and Life insurance
• Unlimited PTO and Parental leave
• Fast-growing, collaborative environment with real ownership and visibility.
• Exposure to enterprise clients and complex onboarding programs.

Salary - $70,000 to $90,000 per year