Financial Counselor Director
Pinnacle Fertility
About the Role
The Financial Counselor Director is a strategic and hands-on leader responsible for overseeing all aspects of the financial counseling function within the network. This role oversees our entire financial counselor team which plays a critical part in ensuring patients clearly understand their financial responsibilities while supporting clinic revenue integrity, compliance, and operational excellence.
We are seeking a collaborative, data-driven leader with deep knowledge of healthcare financial counseling, insurance navigation, and patient communication. As the Financial Counselor Director, you will lead and develop a team of Financial Counselors, partner closely with clinical and operational leadership, and continuously improve financial workflows to enhance both the patient experience and clinic performance.
We are seeking a Financial Counselor Director to join our dedicated team at Pinnacle Fertility in Scottsdale, Arizona.
Key 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.
Position Requirements
- Education:
- Bachelor’s degree required; degree in healthcare administration, finance, or related field preferred
- Experience & Skills:
- 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
- Fertility or reproductive healthcare experience strongly preferred
- 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
Compensation & Benefits
- Annual Salary: $100,000 - $120,000 (Final offers will be based on experience, skills, and qualifications).
- Benefits Package: Comprehensive healthcare, dental, life, and vision insurance. Additional benefits include generous paid time off (PTO), paid holidays, and a retirement savings program. Full details will be shared during the interview process.
Diversity & Inclusivity at Pinnacle Fertility
At Pinnacle Fertility, we celebrate diversity and are committed to creating an inclusive environment for all team members. We are proud to be an equal-opportunity employer and encourage applicants from all backgrounds, abilities, and life experiences to apply.