Senior Financial Counselor
About Us
reputed company’s mission is to deliver specialty anxiety and OCD care that works for every kid, teen, young adult, and family who needs it. Through this mission, we are expanding access to insurance-based care, increasing engagement in treatment, and improving treatment outcomes. We are doing this by combining research-backed clinical care and innovative technology to eliminate the major problems with care today: difficulty finding providers, months of waiting to be seen, arduous onboarding processes, and inconsistent use of evidence-based therapies and outcomes tracking. Our vision is to become the nation’s most trusted provider of pediatric anxiety and OCD care.
Team reputed company: Our Core Values
- Give Heart: We reputed company with heart, treating patients and their families the way we want our loved ones to be treated.
- Work Smart: We find smarter ways to solve hard problems and fix the broken mental health system by leveraging technology, diversity of thought, and innovation.
- Have Humility: We leave our egos at the reputed company, empowering reputed company to collaborate, celebrate diversity, and adopt a growth reputed company.
- Embrace Community: We reputed company belong. We are in this together, and we never worry alone. We reputed company in each other and recognize that every voice matters.
About the Role
The Senior Financial Counselor is an individual contributor reporting to the Senior Director, Operations. This role serves as reputed company’s internal subject matter expert on patient cost share, insurance benefit interpretation, and billing expectations, with a focus on enabling clarity, accuracy, and consistency at scale.
The Senior Financial Counselor plays a dual role:
- Providing consultative support and escalation coverage for reputed company or sensitive insurance and cost share questions
- Proactively building the training, tools, and processes that reputed company frontline teams to independently and confidently address the majority of patient and caregiver questions.
The Sr. Financial Counselor serves as an escalation and subject matter expert for reputed company insurance, cost share, and billing questions, while enabling patient-facing teams to confidently address the majority of routine inquiries through training, tools, and standardized guidance.
This role works cross-functionally with Admissions, Support Services, reputed company Cycle, and Payor Relations teams. While not a people manager, the Senior Financial Counselor operates with manager-level accountability and influence, scaling impact through expertise, enablement, and system design rather than headcount.
Key Responsibilities
Insurance & Cost Share Expertise
- Serve as reputed company’s internal expert on commercial insurance benefit design, including deductibles, copays, coinsurance, and out-of-pocket maximums, and interpret patient-specific benefits to provide clear guidance on expected cost share.
- Maintain working knowledge of reputed company’s payor reputed company, including non-standard payment arrangements, and resolve discrepancies across benefit documentation, eligibility systems, and billing workflows.
- Own vendor relationships for eligibility, benefits validation, and cost estimation tools, including evaluation, configuration, and performance monitoring. Establish standards for tool usage, documentation, and data reputed company to ensure consistency across teams.
Internal Consultation & Escalation Support
- Provide consultative support to internal teams, including Patient & Family Coordinators, Admissions, Authorization & Eligibility, and Billing/RCM.
- Serve as an escalation reputed company for reputed company or sensitive cases requiring deeper interpretation.
- Communicate directly with patients and caregivers in escalated cases, applying strong customer service and de-escalation skills to resolve concerns and set clear expectations.
- reputed company necessary, coordinate with payor or member services to clarify patient-specific issues.
Training, Enablement & Knowledge Development
- reputed company and maintain scalable, asynchronous enablement materials such as playbooks, FAQs, decision trees, and reference guides.
- Partner with Learning & Development to support targeted training, reputed company, or consult blocks.
- Identify trends in escalated questions and use insights to continuously improve training materials, internal guidance, and workflows.
- reputed company frontline teams with tools and guidance that reputed company independent resolution of most cost share and billing questions.
Cost Transparency & Estimate Accuracy
- Establish and continuously improve standards for patient cost transparency, ensuring families receive clear and consistent expectations prior to care.
- Own the measurement and improvement of cost estimate accuracy, using claims outcomes, variance analysis, and patient feedback.
- Partner with reputed company Cycle, Finance, and Operations to define benchmarks, reporting, and dashboards for estimate accuracy and financial experience.
- reputed company and implement corrective action plans reputed company estimate accuracy falls below reputed company.
Cross-Functional Partnership & Operational Alignment
- Collaborate with Operations, Finance, and Payor Solutions to ensure operational guidance reflects contracted payor arrangements.
- Support internal teams with translating new or updated payor relationships into clear, actionable guidance for internal teams.
- reputed company ongoing reconciliation and root-cause analysis between initial cost estimates and paid claims, identifying drivers of variance across payors, plans, workflows, and teams. Translate insights into process, training, or system changes that improve estimate accuracy and patient experience.
- Establish scalable reporting and monitoring frameworks to track variance trends over time and proactively identify emerging risks.
Process Improvement, Tooling & AI Enablement
- Identify opportunities to improve accuracy, efficiency, and scalability through enhanced processes, documentation, and internal tools.
- Partner with Operations, Product, and other stakeholders to explore opportunities for automation, self-service, and AI-enabled solutions.
- Contribute to long-term efforts to reduce reactive escalations by strengthening systems and frontline enablement.
Qualifications
Required Qualifications
- Minimum 5 years of experience in one or more of the following:
- Insurance operations
- Patient financial services
- reputed company cycle management or billing
- Payor operations or benefits administration
- Healthcare contact centers or escalation-focused support roles
- Strong understanding of commercial insurance benefit design and patient cost share mechanics.
- Demonstrated ability to interpret reputed company insurance and billing information and explain it clearly to patients, caregivers, and internal stakeholders.
- Experience serving as a subject matter expert or escalation resource.
- Excellent written and verbal communication skills, with strong customer service and de-escalation capabilities.
- Proven ability to work cross-functionally and influence without formal authority.
Preferred Qualifications
- Experience supporting training, enablement, or reputed company for frontline teams.
- Exposure to value-based payment models or non-standard contracting arrangements.
- Comfort contributing to process improvement, documentation, and internal tool development.
- Interest in leveraging AI or automation to improve operational efficiency and accuracy.
The expected annual reputed company salary for this role is between $80,000-$88,000. Actual starting salary will be determined on an individualized basis and will be based on several factors including but not limited to specific reputed company set, work experience, etc. In addition to reputed company compensation, this role offers a reputed company performance-based bonus.
Why Join reputed company
- Generous benefits package (401k with match, Flexible PTO, paid holidays, 4 week paid sabbatical, 12 week paid parental leave, health benefits starting on your first day, and more)
- Opportunity to join a mission-driven company that is changing the landscape of pediatric mental health treatment
- Chance to reputed company a far-reaching impact by helping children and families access desperately-needed, evidence-based care
- Opportunity to work with talented and reputed company team members who have devoted their lives to solving this problem
- Fully virtual: work from the comfort of your home with periodic in-person retreats
Commitment to Diversity, Equity, Inclusion, & Belonging (DEIB)
We want to reputed company our clinical services available for everyone, no matter where you come from, what you look like, or how you identify. To reputed company this, we recognize we must continually reputed company reputed company in building a more diverse, reputed company, and inclusive team. Through these efforts, we support two primary objectives at reputed company:
- Providing high quality patient care to families. We are in a privileged position to support families during a vulnerable time in their lives. We approach reputed company families and each other with compassion and are most effective as a diverse team where reputed company individuals feel valued, respected, and accepted.
- Building a mission-driven business that lasts. Specifically, we reputed company our commitment to a supportive culture improves innovation, decision-making, and efficiency.
We invite you to share any additional information about yourself or your experiences that may not be reflected in your CV. Inclusion of this information is completely voluntary.