Financial Navigator

RXinsider LTD.; New York, Northern (NY, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Equity included

Premium health plans

401(k) with employer match

Paid holidays and vacation

Parental leave

Job summary

TailorMed seeks a Financial Navigator to improve patient access and affordability. You will conduct virtual consultations, assess subsidies, and guide enrollment while coordinating with providers to ensure smooth operations.

The role requires empathy, strong communication, and the ability to manage a high-volume caseload remotely. We offer competitive pay, equity considerations, and a collaborative environment focused on transforming healthcare affordability.

Qualifications

• 2–5 years of experience in a financial navigator or financial advocate role within a healthcare organization.
• In-depth knowledge of the healthcare industry, including insurance rules and regulations.
• Experience with Medicare, Medicaid, and commercial insurance plans.
• Experience submitting claims to copay assistance and manufacturer programs.
• Familiarity with medical terminology, ICD-10, and HCPCS codes.
• Ability to conduct remote work from a quiet home office.
• Strong communication skills and patient-focused approach.
• Ability to manage a high-volume caseload independently.

Responsibilities

• Be the face of TailorMed to our customers and patients. Live, demonstrate and grow our company values
• Conduct virtual consultations with patients and gather information to support applications
• Conduct application enrollment process and track status until a determination is made and maintain communication with the patient
• Collaborate with providers to ensure the smooth service operations
• Follow escalation process to support both clients and patients for swift resolution
• Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards
• Follow Standard Operating Procedures surrounding role and client services
• Lead with compassion and act with confidence
• Able to effectively work in a remote environment

Skills

Communication skills

Empathy

Caseload management

Remote work discipline

Education

Bachelor's degree or equivalent professional experience

Tools

EMR systems

Job description

Join Us at TailorMed – Transforming Healthcare Affordability

At TailorMed, we’re on a mission to eliminate barriers across the entire medication journey—from affordability to access and adherence. As a pioneering force in healthcare, we’re building a new category that transforms how patients, providers, pharmacies, life sciences, and payers collaborate to ensure every patient receives the treatment they need without delay.

Our enterprise solution streamlines the full lifecycle of patient support programs, reducing the cost of care and driving better outcomes. With the nation's largest Affordability Network—deployed across 800+ hospitals, 1,300 clinics, and 650 pharmacies—we’re reshaping healthcare with innovative automation and industry-leading partnerships.

If you’re passionate about making healthcare more accessible and impactful, we’d love to have you on our team. Join us and help redefine what’s possible. Learn more at tailormed.co.

The Financial Navigator helps improve financial outcomes for patients by using our platform to evaluate patients for available assistance including Federal and State subsidies or programs, disease-specific assistance programs, patient assistance programs, and local community resources.

Key Responsibilities

• Be the face of TailorMed to our customers and patients. Live, demonstrate and grow our company values
• Conduct virtual consultations with patients and gather information to support applications
• Conduct application enrollment process and track status until a determination is made and maintain communication with the patient
• Collaborate with providers to ensure the smooth service operationsx
• Follow escalation process to support both clients and patients for swift resolution
• Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards
• Follow Standard Operating Procedures surrounding role and client services
• Lead with compassion and act with confidence
• Able to effectively work in a remote environment

Requirements

• 2–5 years of experience in a financial navigator or financial advocate role within a healthcare organization
• In-depth knowledge of the healthcare industry, including insurance rules and regulations
• Experience working with Medicare, Medicaid, and commercial insurance plans
• Experience submitting claims to copay assistance and manufacturer programs
• Familiarity with medical terminology, ICD-10, and HCPCS codes
• Appropriate workspace to conduct remote work, free of sound obstruction for outbound calls
• Proven ability to deliver client-focused solutions tailored to individual patient needs
• Excellent written and verbal communication skills, with the ability to engage empathetically with newly diagnosed patients
• Strong initiative with the ability to manage a high-volume caseload independently and adapt to rapidly shifting priorities
• Positive, high-energy attitude with a genuine commitment to patient advocacy
• Eagerness to contribute to building a new function and grow as part of an expanding team

Preferred Qualifications

• Prior experience working in a startup or early-stage organization
• Working knowledge of Electronic Medical Records (EMR) systems
• Bachelor's degree or equivalent professional experience

What We Offer

• Competitive salary + equity
• Premium medical, dental, and vision insurance plans, a wide range of voluntary and supplemental benefits, and 24/7 benefits access and support - all effective from your first day of work
• 401(k) plan with a 4% employer match
• Paid holidays, vacation, and sick leave
• Six weeks of paid parental leave
• Company-paid life insurance
• Company equipment and technology you’ll need to be successful in your role
• The opportunity to help shape the future of healthcare

TailorMed is proud to be an equal opportunity employer. TailorMed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Due to the sensitive nature of the data that TailorMed handles, finalist candidates must complete a successful background and reference check.

At this time, TailorMed is unable to provide sponsorship for employment. In order to be considered for employment, applicants must be currently legally authorized to work in the United States and not require future sponsorship in order to continue working in the United States.