Patient Finance Specialist

Charlie Health

Patient Finance Specialist supporting the care coordination for clients and families in healthcare treatment. Managing client communications and ensuring enrollment in financial programs.

Posted 5/18/2026full-timeRemote • California, Colorado, New York, Washington • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan
Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments
Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
Support client-related requests from the Clinical Care team to improve the patient’s experience
Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
Managing client schedule, scheduling and rescheduling appointments
Complete all documentation in a timely and accurate manner
Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.

Requirements

What you’ll need

High school diploma or equivalent
Excellent written and verbal communication skills
Minimum 2 years experience working in a customer/patient success or support role
1-2 years of Salesforce experience (or equivalent CRM platform) required
1-2 years of experience using contact center technology
1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus)
Strong ability to multitask and work in a fast-paced environment
Demonstrates a high level of emotional intelligence
Knowledge of HIPAA policies and procedures
Work authorized in the United States and native or bilingual English proficiency
Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)

Benefits

Comp & perks

Comprehensive benefits to all full-time, exempt employees

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforcecontact center technologycustomer financial discussionsmedical billing practicesHIPAA policies and procedures

Soft Skills

written communicationverbal communicationmultitaskingemotional intelligencecustomer satisfaction