Patient Finance Specialist at Charlie Health

This role is ideal for a patient-focused professional with at least 2 years of experience in customer success or support, specifically within the healthcare or

Work type: remote

Location: Remote, United States

Type: Full-time

Summary

This role is ideal for a patient-focused professional with at least 2 years of experience in customer success or support, specifically within the healthcare or health insurance sectors. The ideal candidate has a strong grasp of medical billing practices and high emotional intelligence, as you will be the primary point of contact for families navigating complex mental health treatment plans. As a fully remote position, this role offers the flexibility to work from home while making a tangible impact on the mental health crisis. You will leverage a modern tech stack, including Salesforce and cloud-based communication tools, to manage client relations. Notably, the company provides comprehensive benefits for full-time employees and covers the costs of required state-specific background checks. **You might be a good fit if you...** * Have 1-2 years of experience managing client financial discussions or insurance benefit inquiries. * Are highly proficient in Salesforce or a similar CRM and contact center technology. * Are comfortable making high-volume outbound calls, texts, and emails to coordinate care. * Live in an eligible state (this role excludes AK, ME, DC, NJ, CA, NY, MA, CT, CO, WA, OR, or MN).

Job Description

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### Why Charlie Health?

Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported.

Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home.

As a rapidly growing organization, we're reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you.

### About the Role

Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Patient Finance Specialist. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Care Experience Specialist - Client Enablement will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care. The Client Enablement team has the dual mission ensuring clients get the most out of their care at Charlie Health while identifying and correcting barriers to this care before they occur.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

### Responsibilities

• 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.

• Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys

• 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)

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits [here](https://www.charliehealth.com/careers/behavioral-health-operations#benefits).

Additional Information

Please note that this role is not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota. #LI-Remote

Based on the nature of this role, you will need to complete several state background checks for clearance to see clients. Florida requires a fingerprint based background check, with more information found [here](https://info.flclearinghouse.com/). Please note that the cost for this background check will be paid for in full by Charlie Health.

### Our Values

• Connection: Care deeply & inspire hope.

• Congruence: Stay curious & heed the evidence.

• Commitment: Act with urgency & don’t give up.

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