Program Navigator

greenpath, inc.•Philadelphia, PA

56d•Hybrid

About The Position

As a Program Navigator at Clarifi, you will be the driving force behind transformative financial journeys. You will advocate for individuals facing urgent financial challenges, help them build lasting stability, and guide them toward vital public benefits. With a client-first mindset, you will inspire and equip people to take control of their financial future through personalized support and seamless program navigation. From the first conversation to the final breakthrough, you will be a trusted ally, connecting clients to Clarifi’s robust network of services and community partners. This is not just a role, it is a mission to build financial resilience, one empowered client at a time.

Requirements

3 years’ experience in customer service, financial support, or related field
Fluency in English required; Spanish fluency is strongly preferred
Proficiency with Office 365, client management software, and web-based applications
This position is based at a Clarifi office and requires travel within Southeastern PA, Southern NJ and DE as needed.
Work Schedule Full Time: Monday-Friday, with occasional evenings and Saturdays
Hybrid work available
Proficiency in Office 365, client management systems is essential

Nice To Haves

Benefit access knowledge (ex: SNAP, Medicaid, LIHEAP) preferred but not required

Responsibilities

Serve as the first point of contact for clients delivering world-class customer service that reflects Clarifi’s commitment to client success
Conduct intake screenings, identify appropriate programs, schedule appointments, and make referrals to community resources
Follow up via phone and email to track client progress and advise on next steps
Maintain up-to-date knowledge of Clarifi programs, eligibility criteria, and partner referral processes
Obtain and maintain required certifications (NFCC)
Clearly communicating available options and connecting clients to valuable community resources
Proactively collect required documents ahead of appointments
Maintain and update client accounts daily with precision and care
Managing a high-volume call flow (40 to 60 calls/ day) with empathy and efficiency
Contribute ideas and constructive feedback for improving workflows, forms, and communications based on client interactions
Perform system functions related to client records and data management
Support daily office operations and coordinate maintenance as needed
Represent Clarifi at workshops and community events
Compose professional correspondence and presentations
Execute special projects and assignments as directed