Financial Services Specialist II

The Financial Services Specialist II is a key member of Tendo's Support Services team, delivering exceptional support to patients, providers, and Navigators across Tendo’s MDsave Marketplace. Reporting to the Support Services Manager, this role owns both pre- and post-purchase communications — from guiding prospective patients through the search and purchase of bundled medical procedure vouchers, to researching and resolving billing issues, provider payment discrepancies, claims, and aging vouchers.

This is a great fit for someone who combines strong customer service instincts with medical billing knowledge and wants to make a real impact in how people access and afford healthcare.

The Financial Services Specialist II is a key member of Tendo's Support Services team, delivering exceptional support to patients, providers, and Navigators across Tendo’s MDsave Marketplace. Reporting to the Support Services Manager, this role owns both pre- and post-purchase communications — from guiding prospective patients through the search and purchase of bundled medical procedure vouchers, to researching and resolving billing issues, provider payment discrepancies, claims, and aging vouchers.

This is a great fit for someone who combines strong customer service instincts with medical billing knowledge and wants to make a real impact in how people access and afford healthcare.

Responsibilities

Manage inbound and outbound calls, emails, and other communications related to post-purchase voucher inquiries.

Research and resolve patient billing and provider payment issues.

Review voucher status and process updates as needed.

Investigate and resolve aging vouchers.

Support providers in accessing and utilizing Tendo’s MDsave Marketplace backend system.

Maintain a strong understanding of the Marketplace  products and their benefits for patients and providers.

Document patient and provider interactions and ensure timely, effective follow-up via approved communication channels, including phone and email.

Utilize Salesforce as the primary case management tool to track cases, notes, and resolutions.

Meet departmental performance goals, including customer satisfaction and quality assurance standards.

Maintain close coordination with internal teams, including provider relations, finance, and product, to resolve complex billing and payment issues.

Perform other duties as assigned.

Requirements

High school diploma or equivalent experience.

3-5+ years of customer support experience and 2+ years of medical billing experience.

Working knowledge of medical insurance and terminology.

Proficiency in Microsoft Office (Word, Excel) and basic computer skills.

Experience with Salesforce strongly preferred.

Strong written and verbal communication skills.

Excellent customer service and interpersonal skills.

Strong organizational skills with attention to detail and follow-through.

Ability to work collaboratively in a team environment with limited supervision.

Excellent problem-solving skills.

Must contribute to a culture that values patient privacy by complying with HIPAA and other regulations, completing company privacy training, and proactively reporting any opportunities to better protect data privacy.

 

Base Salary Range

$46,750 - $63,250

 

This salary range is offered with the understanding that final compensation is based on a number of factors including geography and experience. Tendo also offers an equity package, annual bonuses, and benefits.

 

Benefits

For full time employees, Tendo also offers full health benefits (medical, dental, and vision), flexible spending and health savings accounts, company paid life insurance, company paid short-term and long-term disability, company equity, voluntary benefits, 401(k), company paid holidays, flexible time off, and an employee wellness program  (“Breathe”).

 

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