Charlie Health is hiring a
Financial Counselor

👈 Back to all jobs

Read by 78 job seekers.

Nashville, TN

Why Charlie Health?

Young people across the nation are grappling with a mental health crisis characterized by escalating rates of depression, anxiety, trauma, substance use disorders, and suicide. Individuals who seek support are met by geographical and financial barriers, driving increased urgency for a new approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our treatment programs combine curated peer groups, individual therapy, and family therapy into personalized, evidence-based treatment plans to provide long-term healing from home. By prioritizing connections among young people with shared mental health experiences and goals, Charlie Health fosters sustainable healing and achieves industry-leading clinical outcomes, with over 90% of our clients seeing improvement in their most severe mental health symptoms.

Every member of the Charlie Health team is fueled by an unwavering passion for our mission. If you share this commitment, we invite you to join us in making a tangible impact on the mental health landscape.

About the Role

This role is the first financial step in admitting patients into Charlie Health. It’s the clients, or families, first connection to the financial side of treatment, which is a stressful piece of the process for most. We must explain, understand, and empathize with our potential clients and the stress associated with receiving care. This role represents Charlie Health by being kind, thoughtful, and patient through the financial piece of the admissions process.

Our team is comprised 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. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.


  • Evaluate verification of benefits data and put together cost estimates for potential clients in
    accordance with policy benefits and contracted rates.
  • Make outbound calls to incoming clients to discuss insurance coverage, patient responsibility, and
    work out payment arrangements.
  • Take incoming calls and field financial related inquiries.
  • Act as a liaison between multiple departments including Utilization Review, Admissions, and Billing
  • Respond to internal inquiries and serve as a financial point of contact for all potential and active clients.
  • Consulting across teams, providing mentorship, and contributing specialized knowledge.
  • Execute payment arrangements upon admission in accordance with patient Financial Agreements
  • Follow up with clients in active census who have termed insurance, unsigned financial agreements, and declined payment plans.
  • Facilitate financial discharges in a timely manner.
  • Communicate with other departments, front end staff regarding billing issues and trends to work 
    toward an account resolution and decrease insurance denial percentages.
  • Other duties as assigned


  • A basic understanding of behavioral health terminology
  • Knowledge of medical billing practices, office policies and procedures. 
  • Knowledge of all confidentially requirements regarding patients and strict maintenance of proper confidentiality on all such information
  • Proficiency in computer skills including typing speed and accuracy 
  • Mathematics skills 
  • Excellent written and verbal communication skills 
  • Organizational skills 
  • Ability to maintain a high level of integrity and confidentiality of medical information 
  • Strict attention to details 
  • 3-5 years related work experience in health care administrative, financial, insurance, customer services, claims, billing, call center, or management
  • Able to work a hybrid schedule of 4 days per week in our Nashville office and located within 75 minutes' commuting distance of the office


Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID

Our Values

  • Connection
    • Care deeply
      • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
    • Inspire hope
      • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
  • Congruence
    • Stay curious
      • We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
    • Heed the evidence
      • Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
  • Commitment
    • Act with urgency
      • We work as swiftly as possible. The mental health crisis is relentless, and so are we.
    • Don’t give up
      • Our clients don’t give up and neither do we. Persistence is our superpower.


Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

Estimated Salary range:

Our salary intelligence, powered by our AI algorithms, has calculated an estimated range for this position between $40,000 - $50,000 . Please note that the actual salary for this position may vary, as it is dependent on various factors including but not limited to experience, location, and market dynamics.

See more jobs at Charlie Health

Related jobs