Solutions Engineer - US

CertifyOS

1d

About The Position

CertifyOS is building an API-first data infrastructure platform that automates provider licensing, enrollment, credentialing, and network monitoring for healthcare organizations. The Solutions Engineer is a builder role that will help shape the growing Solutions Engineering function while owning solution design for a segment of the sales pipeline. Reporting to the Head of Solutions Engineering, the role partners with Account Executives on mid-market opportunities and leads technical work from discovery through project kickoff.

The role is divided approximately 70% toward solution design and 30% toward scaling Solutions Engineering with AI. The engineer will lead discovery, technical scoping, product demonstrations, integration discussions, client-facing documentation, and RFP/RFI responses. They will also identify repetitive, high-effort workflows and create AI-powered tools and processes to improve the team’s speed and consistency, then document, train, and measure the impact of those improvements.

Requirements

• 3–6 years of experience 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 for deals involving enterprise or regulated buyers.
• Ability to translate complex, messy operational workflows into clear solution designs and explain them to business and technical audiences.
• Fluency and consulting experience with integrations, including REST APIs, file-based data exchange, SFTP, and SSO; ability to digest, advise on, and consult regarding API implementation.
• Fluency with AI tools for building scalable systems, such as Claude Code.
• Clear, precise writing for client-facing documentation.

Responsibilities

• Partner with Account Executives as the technical lead on mid-market deals from discovery through close.
• Run discovery sessions with payer and provider organization stakeholders in credentialing, operations, IT, and compliance.
• Map prospects’ current provider data workflows and design future-state solutions on the CertifyOS platform, including clarifying where the platform does and does not fit.
• Scope integrations with client systems, including APIs, file-based roster exchange, SFTP, and SSO.
• Deliver tailored product demonstrations and prepare client-facing solution design documents, scoping summaries, and RFP/RFI responses.
• Share prospect feedback with Product and Engineering to inform the roadmap.
• Identify repetitive, high-effort Solutions Engineering workflows, including discovery preparation, requirements extraction, RFP responses, solution design drafting, and demo setup.
• Design, build, and maintain AI-powered workflows, prompts, and tools that reduce effort and improve consistency.
• Test AI workflows and tools 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 the impact of workflow improvements, such as hours saved and turnaround time, and share results with leadership.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed