Solutions Engineer

This is a fully remote position, open to applicants in United States.

📋 Description

• Report directly to the Head of Solutions Engineering.

• Take ownership of solution design for a segment of the pipeline.

• Conduct discovery sessions, technical scoping, product demonstrations, and solution design for mid-market projects from the initial technical discussion to project kickoff.

• Collaborate with Account Executives on mid-market opportunities as the technical lead throughout the discovery and closing phases.

• Facilitate discovery sessions with stakeholders from payer and provider organizations across credentialing, operations, IT, and compliance.

• Analyze the current-state provider data workflows of prospects and design future states on the CertifyOS platform.

• Define the scope for integrations with client systems, including APIs, file-based roster exchanges, SFTP, and SSO.

• Provide customized demonstrations and create client-facing solution design documents, scoping summaries, and RFP/RFI responses.

• Relay prospect feedback to Product and Engineering teams to inform the product roadmap.

• Identify repetitive and labor-intensive aspects of the Solutions Engineering workflow.

• Design, develop, and maintain AI-enhanced workflows, prompts, and tools.

• Test workflows on personal deals and subsequently implement them for the team, complete with documentation and training.

• Transform one-off deliverables into reusable templates, playbooks, and a searchable knowledge repository.

• Monitor impact metrics such as hours saved and turnaround times, and communicate results to leadership.

⛳️ Requirements

• 3–6 years of experience in a customer-facing technical role at a B2B SaaS company or consulting firm, including roles such as Solutions Engineer, Sales Engineer, Solutions Consultant, or Implementation Consultant.

• Experience in health tech, healthcare operations, or provider data management.

• Proven track record of conducting discovery and technical scoping for deals involving enterprise or regulated buyers.

• Skill in translating complex and disorganized operational workflows into coherent solution designs, and effectively communicating these to both business and technical stakeholders.

• Proficiency in consulting on integrations, including REST APIs, file-based data exchanges, SFTP, and SSO.

• Ability to analyze, advise on, and consult regarding API implementations.

• Familiarity with AI tools for building scalable systems, such as Claude Code.

• Strong and precise writing capabilities.

• Legally authorized to work in the country where this position is based.

🏝️ Benefits

• Comprehensive 100% coverage of health, dental, and vision insurance premiums for employees.

• Unlimited paid time off (PTO) for the US-based team.

• Minimum of two weeks off each year for rest and rejuvenation.

• Health insurance coverage for employees in India.

• Statutory leave benefits for employees in India.

• Additional wellness (menstrual) leave for women in India.