Care Adviser, Finance

About Wellthy

At Wellthy, we dream of a world where everyone has the care infrastructure they need to manage their own health and the health and well-being of their loved ones. We’re building something new in the care space—reimagining how care is delivered, accessed, and supported by families around the globe. Our work is grounded in the expertise of seasoned care professionals who deeply understand families’ real challenges, paired with agile, tech-powered solutions that deliver support efficiently and at scale.

We embrace a mindset of continuous learning, especially around emerging technologies like AI, which enable us to scale our impact, work smarter, and stay at the forefront of care delivery. Through Wellthy, millions of families access support to manage care during every stage of life, with hands-on experts guiding them through caregiving or backup care journeys. With the acquisition of Patch Caregiving, Wellthy expands how care shows up for working families by pairing care navigation and coordination with on-site and near-site employer-based childcare.

We partner with leading companies, including more than 40 Fortune 500 companies, to support the care needs of their workforces globally. We also work alongside health plans and carriers to embed care support into their offerings, enhancing the experience and outcomes for members. We’re building, evolving, and expanding the market category for care, and we’re looking for responsive, collaborative, curious, and purposeful colleagues to join us.

About the Role

As our Care Adviser, you will play a vital role in supporting Wellthy’s Care Coordinators by executing care-related tasks with precision and efficiency. While not a direct point of contact for families, you will work behind the scenes to ensure our members’ caregiving needs are met seamlessly. Your responsibilities will include conducting research, completing tasks, and delivering high-quality results for our members. Over time, you’ll have the opportunity to grow within the role and opt into specialized teams based on your interests, experience, and performance. You will report directly to a Care Manager.

Responsibilities

• Execute a variety of care-related tasks to support Care Coordinators in delivering a high-quality member experience.
• Maintain a task load that aligns with employment status while consistently meeting output and quality standards.
• Leverage Wellthy’s Care Network and available tools to ensure timely and effective task completion.
• Conduct thorough research to gather, analyze, and synthesize information that supports members’ caregiving needs.
• Utilize creative thinking to identify and implement effective, resourceful solutions tailored to individual care plans.
• Partner closely with Care Coordinators and Care Managers to ensure seamless execution of tasks and timely progress.
• Proactively communicate updates, task progress, and any barriers to completion.
• Ensure all assigned tasks meet Wellthy’s quality standards, including attention to detail, timeliness, and accuracy.
• Support the development, maintenance, and improvement of internal resources, including guides and team tools, contributing to the depth of Wellthy’s knowledge base.
• Engage in professional development opportunities to build expertise and prepare for potential specialization within key focus areas (e.g., medical, mental health, logistics).
• Contribute to Wellthy’s broader team culture and goals by providing feedback on workflows, participating in team discussions, and supporting cross-functional initiatives.
• Assist with non-client-specific work such as writing guides, advising on product and service improvements, or collaborating on marketing materials as needed.

Training and Onboarding

You will go through a robust training program that includes hands-on work to set you up for success in the following areas:

• Technical Knowledge: Use of the Wellthy platform
• Customer Service
• The Wellthy Way of Communicating

Requirements

• Associate Degree or higher
• 3+ years of work experience in Health Care, Caregiving field, as well as customer service or administrative experience
• Remote work experience
• Openness to learning, experimenting, and evolving; comfort with emerging technology and curiosity around how tools like AI can support workflows

Additional qualifications for specialized focus areas:

• Housing: 1+ years experience in senior living facilities or property management, Section 8/Low-income housing vouchers, or facility placement preferred
• Medical: Experience researching and vetting medical providers and specialists
• Mental Health: Experience in mental health/substance abuse with a general knowledge of diagnoses; experience locating mental health providers, residential facilities, and support groups
• In Home Support: Experience with private and agency in-home support services including childcare, elderly care, personal care
• Finance: Experience with medical billing/coding, insurance, and billing claims
• Veterans: Experience with Veterans Affairs, benefits, and services for military personnel and their families

Preferred Qualifications

• Experience providing ongoing, hands-on support for complex healthcare situations
• Experience creating high-touch customer journey experiences
• Proficiency in more than one language
• Proficiency with macOS systems, Zoom, GSuite, Slack, and 1Password

Role Requirements

• Strong internet connection and a quiet, private, distraction-free workspace to handle sensitive information securely
• Must work from a private, dedicated space with secure (not public) internet and phone access
• This is a remote, US-based opportunity. Candidates must reside in a state where Wellthy operates (excluding Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia).

Benefits

• Medical, dental, and vision benefits within 30 days of hire
• Retirement savings account with company matching contributions
• Mental health benefits
• 15 days paid vacation, increasing by two days each subsequent year (up to a maximum of 25 days)
• Sick and Caregiving Days
• Professional development initiatives for growth
• Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave

Pay

$19/hour (including training).