Financial Counselor Director jobs in United States
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Pinnacle Fertility · 2 hours ago

Financial Counselor Director

Pinnacle Fertility is a healthcare organization dedicated to providing fertility services, and they are seeking a Financial Counselor Director to lead their financial counseling team. The role involves overseeing financial education for patients, optimizing financial workflows, and ensuring compliance with regulations while enhancing patient experience.

Health Care

Responsibilities

Provide leadership, direction, and day-to-day oversight of the Financial Counseling team
Ensure patients receive clear, accurate, and compassionate financial education regarding treatment plans, insurance coverage, self-pay options, and payment expectations
Oversee insurance verification, benefits interpretation, authorizations, and financial clearance processes
Establish and maintain standardized financial counseling workflows, policies, and procedures to ensure consistency and compliance
Partner with clinic leadership, billing, and revenue cycle teams to optimize financial performance and reduce denials and patient confusion
Monitor and manage team performance using key performance indicators (KPIs) related to collections, conversion rates, patient satisfaction, and financial clearance timelines
Implement financial incentive pay for performance program to drive improved patient experience and achievement of KPIs
Identify opportunities for process improvement and implement best practices to enhance efficiency and patient experience
Support complex financial cases and escalations, serving as a subject matter expert for insurance and fertility-specific coverage
Train, coach, and develop Financial Counselors, fostering a high-performing, patient-centered team culture
Ensure compliance with payer requirements, regulatory standards, and internal policies
Prepare reports and provide insights to leadership on financial counseling operations and trends
Perform other duties and special projects as assigned

Qualification

Healthcare financial counselingInsurance navigationPeople leadershipRevenue cycle managementPatient communicationAnalytical skillsProcess improvementOrganizational skills

Required

Bachelor's degree required; degree in healthcare administration, finance, or related field preferred
Minimum of 5 years of experience in healthcare financial counseling, revenue cycle, or patient financial services
At least 2-3 years of people leadership or management experience required
Strong knowledge of insurance benefits, authorizations, and patient financial responsibility, preferably in fertility or specialty healthcare
Proven ability to lead teams, manage performance, and drive process improvement
Excellent communication, analytical, and organizational skills
Ability to balance patient advocacy with financial and operational goals

Preferred

Degree in healthcare administration, finance, or related field preferred
Fertility or reproductive healthcare experience strongly preferred

Benefits

Comprehensive healthcare
Dental
Life
And vision insurance
Generous paid time off (PTO)
Paid holidays
And a retirement savings program

Company

Pinnacle Fertility

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Pinnacle Fertility is a physician-centric fertility care platform.

Funding

Current Stage
Late Stage

Leadership Team

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Beth Zoneraich
Chief Executive Officer
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Danielle Kaczmarek-Birk
Assistant CBO Manager
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Company data provided by crunchbase