Solutions Consultant

Key Responsibilities

Sales Support & Discovery

• Partner with Account Executives to support strategic sales opportunities.
• Lead and participate in customer discovery sessions.
• Gather, document, and validate business, clinical, operational, and technical requirements.
• Develop solution strategies aligned with customer goals and platform capabilities.
• Serve as a trusted advisor throughout the evaluation process.

Product Demonstrations

• Deliver compelling, tailored demonstrations to executive, clinical, operational, and technical audiences.
• Build and maintain demonstration environments that reflect real-world customer scenarios.
• Develop reusable demonstration scripts, workflows, and sales assets.
• Support proof-of-concept and pilot activities when required.

Solution Design & Technical Consulting

• Translate customer requirements into recommended solution approaches.
• Support integration, interoperability, API, data exchange, and technical architecture discussions as needed.
• Collaborate with VP of Solution Engineering, Product and EDI teams to validate requirements and solution feasibility.
• Assist customers in understanding system capabilities, implementation considerations, and best practices.
• Participate in technical due diligence and security review processes.

RFP & Proposal Management

• Assist in completing responses to Requests for Proposal (RFPs), Requests for Information (RFIs), and security questionnaires.
• Maintain and improve proposal content libraries and response repositories.
• Coordinate responses across teams as needed.
• Ensure timely, accurate, and high-quality submissions.

Cross-Functional Leadership

• Share market intelligence and customer feedback with Senior Director of Solutions Consulting.
• Contribute to sales enablement programs and best practices.
• Mentor newer team members as the Solutions Consulting organization grows.
• Identify opportunities to improve pre-sales processes, tools, and efficiency.

Qualifications

• 5+ years of experience in SaaS pre-sales, solutions consulting, solutions engineering, healthcare technology, or enterprise software.
• Demonstrated experience conducting executive-level software demonstrations.
• Experience supporting enterprise sales cycles and complex evaluations.
• Familiarity with APIs, integrations, interoperability, security reviews, and enterprise software architecture.
• Experience responding to RFPs, RFIs, and due diligence requests.
• Excellent written, verbal, and presentation skills.
• Strong organizational and project management abilities.

Preferred Qualifications

• Experience with EMR, EHR, occupational health, employee health, healthcare IT, or clinical software platforms.
• Understanding of healthcare workflows, compliance requirements, and regulatory considerations.
• Experience working within a high-growth SaaS