Pre-Sales Solutions Consultant, Financial

Enboarder; United States; On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) match

Paid time off

Parental leave

Life and disability

Tuition reimbursement

LinkedIn Learning

Hybrid/remote work

Dog-friendly HQ

Job summary

ModMed is seeking a Solutions Engineer, Financial to leverage deep industry expertise and help healthcare practices achieve better financial outcomes and smoother workflows. You will focus on delivering valuable conversations and memorable product demonstrations, ensuring functional fit for client challenges and collaborating with a high-energy sales team.

You will partner with sales to provide financial and functional expertise, conduct discovery sessions, and deliver compelling demonstrations.

Qualifications

• Bachelor's degree preferred; relevant industry experience will be considered in lieu of a degree.
• 3+ years of healthcare practice management experience or pre-sales demonstrating PM/RCM solutions.
• Solid working knowledge of Practice Management systems and revenue cycle 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.

Responsibilities

• 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.
• Deliver superior product demonstrations that articulate value and differentiate ModMed from competitors.
• Perform onsite financial workflow analysis and presentations based on best-practice observations.
• Maintain a growth mindset by learning about product enhancements and collaborating with Senior SEs to build expertise.
• Assist in completing RFI/RFP and security questionnaires to support closure of new business opportunities.
• Ensure a smooth transition from sales to post-sale by knowledge transfer to the Professional Services team.

Skills

Healthcare PM

RCM knowledge

Presentation skills

Time management

Remote presenting

Education

Bachelor's degree

Tools

Google Meet

Job description

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.

Benefits

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.