Pre-Sales Solutions Consultant, Financial
Core
Pre-sales Solutions Engineer specializing in financial workflows for healthcare practices, conducting discovery sessions and product demonstrations to ensure functional fit for Practice Management solutions.
Role type
Pre-sales Solutions Engineer (Financial)
Builds
Practice Management and Revenue Cycle Management solutions for healthcare practices
Domain
Healthcare / Practice Management / Revenue Cycle Management
Deliverable
product features
Required skills
Financial discovery, workflow analysis, product demonstration, RFI/RFP completion, knowledge transfer, time management
Preferred skills
Advanced experience with ModMed or competing PM systems, healthcare practice management background
Technologies
Google Meet, Practice Management systems, Revenue Cycle Management systems
Responsibilities
Partner with sales team to provide financial and functional expertise, conduct in-depth financial discovery sessions, compose and deliver product demonstrations, perform onsite financial workflow analysis, assist in completing RFI/RFP and security questionnaires, ensure smooth transition to post-sale
Seniority
Mid-level, hands-on IC