Financial Navigator - Team Lead

TailorMed; New York (NY); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An innovative firm dedicated to transforming healthcare affordability is seeking a passionate leader to join their team. This hybrid role combines patient financial navigation with team leadership, ensuring that patients receive the financial assistance they need. You will guide a dedicated team, foster a patient-first culture, and collaborate with healthcare providers to enhance service delivery. With a commitment to continuous improvement, you will play a crucial role in reshaping the healthcare landscape. If you are driven by a desire to make a meaningful impact, this opportunity is perfect for you.

Benefits

Competitive salary + equity

Premium medical, dental, and vision insurance

401(k) plan with 4% employer match

Paid holidays, vacation, and sick leave

Six weeks of paid parental leave

Company-paid life insurance

New MacBook and necessary equipment

Qualifications

• 2-5 years of experience in financial navigation or advocacy.
• Past leadership experience in a healthcare setting.

Responsibilities

• Lead a team to ensure high-quality service and training.
• Conduct virtual consultations and assist with applications.

Skills

Financial Navigation

Leadership

Healthcare Knowledge

Insurance Knowledge

Communication Skills

Empathy

Education

Bachelor's Degree

Tools

TailorMed Platform

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 .

About the Role:

This role plays a vital role on the TailorMed Complete team, driving better financial outcomes for patients by leveraging our innovative platform to connect them with a broad range of financial assistance options—from federal and state programs to disease-specific funds and local community resources.

This hybrid role combines hands-on patient financial navigation with day-to-day team leadership. As a lead, you’ll guide a small team to ensure high-quality, consistent, and efficient service, while also supporting training efforts, providing feedback, and optimizing workflows. You’ll be instrumental in meeting performance goals and fostering a culture of continuous improvement and patient-first excellence.

In addition to internal leadership, this role includes direct communication with customer leadership, serving as a trusted representative of TailorMed and reinforcing our commitment to outstanding partnership and service delivery.

Responsibilities

• Be the face of TailorMed to our customers and patients - living, demonstrating, and growing our company values
• Providing direction and guidance to team members
• Assists with training and development of team members
• Monitors team performance and target KPIs
• Effectively communicates goals, expectations, and provides feedback
• Identifies areas of improvement in workflow and process
• Conduct virtual consultations with patients and gather information to support applications
• Complete applications on patients’ behalf and track status until a determination is made, maintaining communication with the patient
• Collaborate with providers to ensure the smooth running of the service
• 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
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards
• Lead with compassion and act with confidence

Requirements

• 2-5 years’ experience in a financial navigator/financial advocate role
• Past or current leadership experience
• Knowledge of healthcare industry
• Knowledge of insurance, including Medicare/Medicaid and commercial insurance
• Experience submitting claims to copay/manufacturer programs
• Experience delivering client-focused solutions to customer needs
• Knowledge of health insurance rules/regulations
• Knowledge of medical terminology, ICD 10, and HCPC codes
• Positive attitude, empathy, and high energy
• Bachelor's degree or equivalent career experience
• 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.