Solutions Engineer - US

Overview

Technical lead on mid-market deals for CertifyOS's provider data platform, owning solution design from discovery through project kickoff while helping build AI-powered workflows that scale the Solutions Engineering function.

What you'll do

• Partner with Account Executives on mid-market deals as the technical lead from discovery through close.
• Run discovery sessions with payer and provider organization stakeholders across credentialing, operations, IT, and compliance.
• Map a prospect's current-state provider data workflows and design a future state on the CertifyOS platform, including where we fit and where we don't.
• Scope integrations with client systems: APIs, file-based roster exchange, SFTP, and SSO.
• Deliver tailored demos and produce client-facing solution design documents, scoping summaries, and RFP/RFI responses.
• Bring what you hear from prospects back to Product and Engineering so it shapes the roadmap.
• Identify the highest-effort, most repetitive parts of the SE workflow, such as discovery prep, requirements extraction, RFP responses, solution design drafting, and demo setup.
• Design, build, and maintain AI-powered workflows, prompts, and tools that cut the time and improve the consistency of that work.
• Test what you build on your own deals first, then roll it out to the team with documentation and training.
• Help turn one-off deliverables into reusable templates, playbooks, and a searchable knowledge base.
• Track the impact of what you build, such as hours saved and turnaround time, and share results with leadership.

What you'll need

• 3–6 years in a customer-facing technical role at a B2B SaaS company or Consulting Firm, such as Solutions Engineer, Sales Engineer, Solutions Consultant, Implementation Consultant.
• Background in health tech, healthcare operations or provider data management.
• Experience running discovery and technical scoping on deals with enterprise or regulated buyers.
• Ability to turn complex, messy operational workflows into a clear solution design and explain it to both business and technical audiences.
• Fluency and experience consulting directly regarding integrations: REST APIs, file-based data exchange, SFTP, and SSO. Should be able to digest, advise on, and consult regarding the implementation of APIs.
• Fluency with AI tools to build scalable systems, such as Claude Code.
• Clear, precise writing.

Details

• Remote, US-based role.
• Reports to the Head of Solutions Engineering.