Financial Navigator

TailorMed; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Join TailorMed as a Financial Navigator, transforming healthcare accessibility. You'll conduct consultations and support patients through financial assistance programs while collaborating with healthcare providers. We offer competitive salary, excellent benefits from day one, and the chance to shape the future of healthcare, while maintaining a focus on empathy and client satisfaction.

Benefits

Competitive salary + equity

Premium medical, dental, and vision insurance

401(k) plan with a 4% employer match

Paid holidays, vacation, and sick leave

Six weeks of paid parental leave

Company-paid life insurance

New MacBook and necessary equipment

Opportunity to shape the future of healthcare

Qualifications

• 2-5 years' experience in a financial navigator/financial advocate role.
• Knowledge of healthcare industry, insurances, and medical terminology.
• Superb written and communication skills, ability to work independently.

Responsibilities

• Conduct virtual consultations, supporting patients with applications.
• Maintain communication with patients regarding their application status.
• Collaborate with providers and identify workflow improvements.

Skills

Empathy

Communication

Initiative

Education

Bachelor's degree or equivalent career experience

Job description

Join Us at TailorMed – Transforming Healthcare Affordability

AtTailorMed, 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'slargest Affordability Network—deployed across800+ 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 attailormed.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.

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 using judgment and discretion to determine the most appropriate resources and support programs for each case.
• Complete applications on patients’ behalf and track status until a determination is made, maintaining communication with the patient, recognizing that these interactions directly impact patient satisfaction and the financial health of our customers.
• Collaborate with providers to ensure the smooth running of the service, proactively identifying workflow improvements that can increase efficiency and reduce delays in care.
• Escalate issues internally and with the client if needed, to ensure swift resolution.
• Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes and contributing to feedback that may shape future product development and influence operational practices.
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards, understanding that performance in this role directly supports customer retention and revenue generation.
• Lead with compassion and act with confidence

Requirements

• 2-5 years’ experience in a financial navigator/financial advocate role
• Knowledge of healthcare industry
• Knowledge of insurances including Medicare/Medicaid and commercial insurance
• Experience submitting claims to copay/manufacturer programs
• Experience delivering client-focused solutions to customer needs
• Bachelor's degree or equivalent career experience
• Knowledge of health insurance rules/regulations
• Knowledge of medical terminology, ICD 10, and HCPC codes
• Positive attitude, empathy, and high energy
• Superb written and communication skills
• High level of initiative and ability to work independently
• Ability to effectively and empathetically communicate with newly diagnosed applicants
• Ability to work in a high volume caseload environment and deal effectively with rapidly changing priorities
• Desire to be involved in building this function and to be a valued member of a growing team

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
• New MacBook, plus all of the 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.