[Hiring] Solutions Engineer @CertifyOS

Role Description

You'll be reporting to the Head of Solutions Engineering. This is a builder role- you'll help shape how the function works as it grows, alongside running your own deals.

• Own solution design for a segment of our pipeline.
• Run discovery, technical scoping, product demonstrations, and solution design for mid-market deals, from first technical conversation through project kickoff.
• Help us scale Solutions Engineering with AI.
• Find the repetitive, high-effort parts of our work and build AI-powered workflows that make the whole team faster and more consistent.

What you'll do

• Solution design (about 70%)
  • 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.
• Scaling Solutions Engineering with AI (about 30%)
  • 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.

Qualifications

• 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. Much of this role is client-facing documentation.

Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees.
• Unlimited PTO, with at least two weeks off each year to recharge for US-based team members.
• Health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women in India.
• Commitment to building an inclusive environment where everyone feels valued and empowered.
• Equal opportunity employer.
• Pay transparency and an open culture where compensation conversations are encouraged and respected.