Customer Experience Agent
AI Summary
Customer Experience Agent at PatientFi handling customer support, application assistance, and issue resolution for medical financing patients via phone, chat, and email.
About this role
Company Description
PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option.
Job Description
This is an amazing opportunity to be a part of one of the fastest growing fin-tech companies in Orange County. Your day at PatientFi is filled with a range of focused support and service tasks. Whether you’re helping customers get started with their application or supporting existing enterprise accounts, you’re ready to share knowledge and provide exceptional assistance. You will be a crucial part of PatientFi's overall success by being the direct link between medical practices, their patients, and PatientFi. At PatientFi, we believe that everyone deserves to afford the medical procedures and treatments they want. Joining PatientFi is an exciting career choice with vast opportunity where you’ll join a talented, energetic (and fun) team working towards a greater mission to bring affordability to elective healthcare.
This is a 4/10 scheduled role; employees have the opportunity to work 4 days a week, 10 hours a day, instead of 5 days a week at 8 hours a day.
Employees are required to work in our HQ office in Irvine, CA 2 days a week.
What You'll Do
- Support new applicants and answer all questions regarding PatientFi
- Support medical providers and their teams
- Respond to patient borrower questions through phone, live chat, and email
- Maintains customer records by updating account information
- Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
The requirements listed are representative, but not all-inclusive of the knowledge, skills, and/or abilities needed to perform successfully in this position.
Basic Qualifications
- Strong customer service skills
- Comfortable working in a fast-paced start-up environment
- Proficient in the Google Suite of applications
- Experience in Zendesk (Preferred)
- College degree or relevant work experience
- Speak English Fluently; Spanish speaker desired
- Customer Service: 1 year (Preferred)
Benefits:
- Base salary range: $57,000.00 - $60,000.00
- Medical, dental, and vision premiums covered at 80% for employees and dependents
- Unlimited PTO
- 401(k)
- Parental leave
- AD&D policy provided at no cost to employees
(NOTE: At this time, PatientFi is unable to sponsor or take over sponsorship of an employment Visa.)
- PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law.
Company Description
PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option.
Skills
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.