Solutions Engineer

CertifyOS

. Report to the Head of Solutions Engineering .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in solution design and technical scoping for mid-market deals, with a strong focus on integrating client systems and optimizing workflows. Proficient in delivering tailored product demonstrations and creating comprehensive solution design documentation.

Highest-signal resume keywords

Solution DesignTechnical ScopingAPI IntegrationAI Workflow DevelopmentHealthcare Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discovery SessionsTechnical ConsultingData Workflow MappingREST APIsFile-Based Data ExchangeSFTPSSOClient-Facing DocumentationRFP/RFI ResponsesImpact Tracking

Soft Skills

Clear WritingCommunication Skills

Tools & Technologies

CertifyOSClaude Code

Industry Keywords

B2B SaaSHealth TechProvider Data ManagementCredentialingCompliance

About the role

Key responsibilities & impact

Report to the Head of Solutions Engineering
Own solution design for a segment of the pipeline
Run discovery, technical scoping, product demonstrations, and solution design for mid-market deals from the first technical conversation through project kickoff
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 prospects’ current-state provider data workflows and design future states on the CertifyOS platform
Scope integrations with client systems, including 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 prospect feedback to Product and Engineering to shape the roadmap
Identify repetitive, high-effort parts of the Solutions Engineering workflow
Design, build, and maintain AI-powered workflows, prompts, and tools
Test workflows on personal deals, then roll them out to the team with documentation and training
Turn one-off deliverables into reusable templates, playbooks, and a searchable knowledge base
Track impact such as hours saved and turnaround time, and share results with leadership

Requirements

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, or 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
Ability 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
Legally authorized to work in the country where this role is based

Benefits

Comp & perks

100% coverage of health, dental, and vision insurance premiums for employees
Unlimited PTO for the US-based team
At least two weeks off each year to recharge
Health insurance for employees in India
Statutory leave benefits for employees in India
Additional wellness (menstrual) leave for women in India