Financial Navigator

Tailormed • New York, NY

42d

About The Position

Join Us at TailorMed - Transforming Healthcare Affordability Awarded Best in Class in Health Equity 2025 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. 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, and local community resources.

Requirements

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

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 using judgment and discretion to determine the most appropriate resources and support programs for each case.
• Complete applications on patients' behalf and track status until a determination is made, maintaining communication with the patient, recognizing that these interactions directly impact patient satisfaction and the financial health of our customers.
• Collaborate with providers to ensure the smooth running of the service, proactively identifying workflow improvements that can increase efficiency and reduce delays in care.
• 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 and contributing to feedback that may shape future product development and influence operational practices.
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards, understanding that performance in this role directly supports customer retention and revenue generation.
• Lead with compassion and act with confidence

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees