Pre-Sales Solutions Consultant, Financial

ModMed; United States; Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

LinkedIn Learning access

Hybrid/Remote flexibility

Catered meals

Job summary

ModMed is seeking a Solutions Engineer, Financial to leverage deep industry expertise to help healthcare practices achieve better financial outcomes and smoother workflows. As a Solutions Engineer, you will focus on bringing value to life through insightful conversations and memorable product demonstrations.

Your primary mission is to ensure our solutions provide a functional fit for a client’s unique challenges.

Qualifications

• 3+ years in healthcare practice management or pre-sales in PM/RCM solutions.

Responsibilities

• Partner with the sales team to provide financial and functional expertise for prospective clients evaluating Practice Management solutions.
• Conduct in-depth financial discovery sessions and workflow analyses to understand client objectives and pain points.
• Create and deliver product demonstrations that articulate value and differentiate ModMed from competitors.
• Perform onsite financial workflow analyses and presentations based on best-practice observations.
• Support RFI/RFP responses and security questionnaires to aid new business opportunities.
• Ensure smooth post-sale handoff by transferring knowledge to our Professional Services team.

Skills

Healthcare PM experience

PM systems knowledge

Financial/RCM understanding

Remote presentations

Education

Bachelor's degree

Tools

Google Meet

CRM software

Job description

Join the Team Modernizing Medicine

At ModMed , we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This “for doctors, by doctors” philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.

A Culture of Excellence

When you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction. From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:

• Consistently ranked as a Top Place to Work

• 2025 Globee Business Awards: Gold Globee for “Technology Team of the Year”

• 2025 Black Book Awards: Ranked #1 EHR in 11 Specialties

• Florida Venture Forum: Venture-Backed Company of the Year

We are growing fast, thinking big, and we are just getting started.

Ready to modernize medicine with us?

Job Description Summary:

ModMed is seeking a Solutions Engineer, Financial to leverage their deep industry expertise to help healthcare practices achieve better financial outcomes and smoother workflows. As a Solutions Engineer, you will focus on bringing value to life through insightful conversations and memorable product demonstrations. Your primary mission is to ensure our solutions provide a functional fit for a client’s unique challenges. If you have a passion for storytelling, a growth mindset, and a desire to be an integral part of a high-energy sales team, we want to hear from you.

Your Role

• Partner with the sales team to provide financial and functional expertise to prospective clients evaluating our Practice Management solutions.

• Conduct in-depth financial discovery sessions and workflow analyses to understand unique practice objectives and pain points.

• Compose and deliver superior product demonstrations that articulate value, differentiate ModMed from competitors, and leave a lasting positive impression on stakeholders—from Billers to Physicians.

• Perform onsite financial workflow analysis and presentations based on best-practice observations.

• Maintain a growth mindset by proactively learning about new product enhancements and collaborating with Senior SEs to build your subject matter expertise.

• Assist in completing RFI/RFP and security questionnaires to support the closure of new business opportunities.

• Ensure a smooth transition from sales to post-sale by providing accurate knowledge transfer to our Professional Services team.

Skills & Requirements

• Bachelor’s degree is highly preferred; relevant industry experience will be considered in lieu of a degree.

• Minimum of 3+ years of healthcare practice management experience (e.g., Practice Administrator, Biller, or Revenue Cycle Manager) or experience in pre-sales demonstrating Practice Management or RCM solutions.

• Solid working knowledge of Practice Management (PM) systems and revenue cycle management workflows.

• Excellent written, verbal, and interpersonal skills, with the ability to present confidently to diverse audiences.

• Experience conducting remote presentations using tools such as Google Meet or similar screen-sharing technology.

• Travel: Ability and willingness to domestically travel 50% of the time to engage with clients on-site.

• Proven ability to prioritize tasks and manage time effectively in a fast-paced, deadline-driven environment.

• Advanced experience with ModMed Practice Management or competing PM systems is a significant plus.

ModMed Benefits Highlight:

At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

United States

• Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,
• 401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
• Generous Paid Time Off and Paid Parental Leave programs,
• Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,
• Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,
• Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,
• Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,
• Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.