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 Technology / Practice Management
Deliverable
product features
Required skills
Healthcare practice management experience, Practice Management (PM) systems knowledge, Revenue Cycle Management (RCM) workflows, Financial discovery and workflow analysis, Product demonstration and storytelling, RFI/RFP and security questionnaire completion, Knowledge transfer to Professional Services
Preferred skills
Advanced experience with ModMed or competing PM systems
Technologies
Google Meet
Responsibilities
Partner with sales team to provide financial and functional expertise, Conduct in-depth financial discovery sessions and workflow analyses, Compose and deliver product demonstrations, Perform onsite financial workflow analysis and presentations, Assist in completing RFI/RFP and security questionnaires, Ensure smooth transition from sales to post-sale via knowledge transfer
Seniority
Mid-level, hands-on IC
