Financial Navigator

TailorMed

Financial Navigator helping patients assess available financial assistance using TailorMed's platform. Collaborating with healthcare providers and maintaining communication through application processes while ensuring compliance.

Posted 6/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Claims SubmissionICD-10 FamiliarityHCPCS Code KnowledgeApplication Enrollment ProcessProductivity Standards

Soft Skills

Empathetic EngagementStrong InitiativePositive AttitudeCompassionate LeadershipAdaptability

Certifications

Bachelor's Degree or Equivalent Experience