CareerPlanSign in

Patient & Family Advisor

InStride Health - RemoteRemoteFull-time$57,000–$57,0002026-10-05 → 2026-10-14
Hybrid

Core

First point of contact guiding families through accessing pediatric anxiety and OCD care, handling insurance navigation and onboarding.

Role type

Patient & Family Advisor (Customer Success)

Builds

Patient onboarding and insurance authorization workflows for pediatric mental health care

Domain

Healthcare / Mental Health

Deliverable

client delivery

Required skills

Patient advocacy, insurance navigation, CRM management, HIPAA compliance, multi-channel communication

Preferred skills

Health insurance knowledge, AI tool adoption, process improvement

Technologies

Salesforce, ZohoCRM, AI tools

Responsibilities

Educate families on treatment methods and clinical outcomes; Resolve onboarding barriers and verify insurance eligibility; Collaborate with internal teams (Payer, Scheduling, Clinical); Pilot new workflows and provide feedback; Manage help desk tickets and CRM records.

Seniority

Individual Contributor