Job Description
Job Description
PROGRAM NAVIGATOR
POSITION PURPOSE
As a Program Navigator at Clarifi, you will be the driving force behind transformative financial journeys. You will advocate for individuals facing urgent financial challenges, help them build lasting stability, and guide them toward vital public benefits. With a client-first mindset, you will inspire and equip people to take control of their financial future through personalized support and seamless program navigation. From the first conversation to the final breakthrough, you will be a trusted ally, connecting clients to Clarifi’s robust network of services and community partners.
This is not just a role, it is a mission to build financial resilience, one empowered client at a time.
KEY RESPONSIBILITIES
As a vital part of our client services team, Program Support professionals play a key role in delivering exceptional care and coordination. Responsibilities include :
Program Navigation
- Serve as the first point of contact for clients delivering world-class customer service that reflects Clarifi’s commitment to client success
- Conduct intake screenings, identify appropriate programs, schedule appointments, and make referrals to community resources
- Follow up via phone and email to track client progress and advise on next steps
- Maintain up-to-date knowledge of Clarifi programs, eligibility criteria, and partner referral processes
- Obtain and maintain required certifications (NFCC)
Program Support
Clearly communicating available options and connecting clients to valuable community resourcesProactively collect required documents ahead of appointmentsMaintain and update client accounts daily with precision and careManaging a high-volume call flow (40 to 60 calls / day) with empathy and efficiencyContribute ideas and constructive feedback for improving workflows, forms, and communications based on client interactionsAdministrative
Perform system functions related to client records and data managementSupport daily office operations and coordinate maintenance as neededRepresent Clarifi at workshops and community eventsCompose professional correspondence and presentationsExecute special projects and assignments as directedKNOWLEDGE, SKILLS & ABILITIES
3 years’ experience in customer service, financial support, or related fieldBenefit access knowledge (ex : SNAP, Medicaid, LIHEAP) preferred but not requiredFluency in English required; Spanish fluency is strongly preferredProficiency with Office 365, client management software, and web-based applicationsCORE COMPETENCIES & CHARACTERISTICS
Exceptional interpersonal and written communication skillsAbility to communicate effectively across multiple channels (phone, email, text, chat)High attention to detail with strong organizational and time management skillsOutcome-driven with a deep commitment to client success and continuous improvementDemonstrated professionalism, empathy, cultural humility, and resilience in high-volume and fast-paced environmentsTeam oriented with experience bringing enthusiasm, solution-orientation, and shared accountability to the team environmentMaintains a high standard of punctuality and attendance to support team operations and workflowREQUIREMENTS
This position is based at a Clarifi office and requires travel within Southeastern PA, Southern NJ and DE as needed.Work Schedule Full Time : Monday-Friday, with occasional evenings and SaturdaysHybrid work availableProficiency in Office 365, client management systems is essentialClarifi reserves the right to change this description at any time. Clarifi practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.
Clarifi is an equal opportunity employer committed to creating and maintaining a diverse workforce.