[Hiring] Financial Navigator @TailorMed

Role 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.

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
• 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 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.

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 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.

Requirements

• 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.

Benefits

• 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.