Senior Financial Navigating Specialist

Jobtailor; Pittsburg (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor seeks a Patient Financial Counselor to guide patients through their financial journey from admission to post-discharge, review benefits, estimate out-of-pocket costs, and arrange payments in compliance with regulations.

The role requires strong revenue-cycle knowledge, collaboration with case management and social workers, and a proactive approach to education and problem solving to enhance patient experience and financial performance.

Qualifications

• 3 to 5 years of job experience.
• Bachelor’s degree or Equivalent Experience.
• Experience in multiple areas of the revenue cycle is preferred, including financial counseling, customer service, public benefits/Medicaid advocacy/eligibility, state case/eligibility specialist, or other applicable roles.
• Prior Patient Access or physician-based experience is a plus.
• Must reside and be authorized to work within the United States.

Responsibilities

• Guide patients through their financial journey from admission through post-discharge.
• Review benefits and estimate out-of-pocket costs.
• Facilitate payment arrangements and ensure compliance with organizational and regulatory requirements.
• Screen patients for Medicaid and/or financial assistance eligibility.
• Calculate patient liability estimates and collect payments at point of service.
• Address billing and coverage inquiries and maintain accurate account documentation.
• Provide education and problem resolution to improve patient experience and financial performance.
• Monitor trends, prepare operational reports, and support process improvement initiatives.
• Meet productivity and department KPIs.
• Triage patient financial questions and ensure resolution while in-house.
• Connect face-to-face with patients throughout their care journey.
• Escalate identified financial process gaps.
• Communicate and collaborate with case management, social workers, physician liaisons, and other personnel.
• Perform other duties as assigned.

Skills

Financial counseling

Revenue Cycle Management

Patient Access Experience

Medicaid Advocacy

Critical Thinking

Education

Bachelor’s degree or Equivalent Experience

Job description

• Guide patients through their financial journey from admission through post-discharge
• Review benefits and estimate out-of-pocket costs
• Facilitate payment arrangements and ensure compliance with organizational and regulatory requirements
• Screen patients for Medicaid and/or financial assistance eligibility
• Calculate patient liability estimates and collect payments at point of service
• Address billing and coverage inquiries and maintain accurate account documentation
• Provide education and problem resolution to improve patient experience and financial performance
• Monitor trends, prepare operational reports, and support process improvement initiatives
• Meet productivity and department KPIs
• Triage patient financial questions and ensure resolution while in-house
• Connect face-to-face with patients throughout their care journey
• Escalate identified financial process gaps
• Communicate and collaborate with case management, social workers, physician liaisons, and other personnel
• Perform other duties as assigned

Requirements

• 3 to 5 years of job experience
• Bachelor’s degree or Equivalent Experience
• Experience in multiple areas of the revenue cycle is preferred, including financial counseling, customer service, public benefits/Medicaid advocacy/eligibility, state case/eligibility specialist, or other applicable roles
• Prior Patient Access or physician-based experience is a plus
• Must be inquisitive and open to innovation, including AI
• Must demonstrate critical thinking, problem solving, and knowledge of all Revenue Cycle areas and processes
• Must reside and be authorized to work within the United States

Core Competencies

Demonstrates expertise in financial counseling and revenue cycle management, with a strong focus on patient education, compliance, and problem resolution. Proficient in analyzing patient financial needs and facilitating payment arrangements while ensuring adherence to regulatory requirements.

Highest-signal resume keywords

• Financial Counseling
• Revenue Cycle Management
• Patient Access Experience
• Medicaid Advocacy
• Critical Thinking

Hard Skills

• Patient Liability Estimation
• Payment Collection
• Operational Reporting
• Process Improvement
• Compliance Knowledge

Soft Skills

• Problem Solving
• Inquisitive Mindset
• Collaboration
• Communication

Industry Keywords

• Patient Financial Journey
• Out-of-Pocket Cost Estimation
• Billing Inquiries
• KPI Achievement
• Financial Assistance Eligibility