Qualifacts

Solutions Engineer

• Provide multi-hour software demonstrations and training (on-site and off-site) to employees, prospects and existing customers
• Setup, configure, and maintain demonstration database(s)
• Conduct appropriate research and analysis on prospective customer needs and state requirements in order to appropriately tailor product conversations and demonstrations
• Consult with staff at all levels of a prospect’s organization (C level, Director level and End User) to drive needs analysis and answer product related questions, technical questions, and process questions
• Drive the sales process through other marketing efforts (i.e., trade shows) as needed
• Develop and regularly update demonstration materials (internal, external, and client-specific)
• Participate in customer user groups and product advisory boards as a technical expert and Product SME
• Liaison with other internal departments (i.e., help desk, product, projects, quality assurance/testing, implementation services) as needed to ensure sales demo/implementation objectives are in current alignment with product evolution/customer needs and new customers are properly transitioned into implementation

Senior Sales Solutions Consultant – EHR Platform Sales Demos

Business Operations

• Conduct in-depth analysis of existing operations
• Utilize data analytics tools to measure key performance indicators (KPIs)
• Map out complex business processes
• Identify opportunities to automate repetitive tasks
• Create detailed implementation plans
• Develop comprehensive project plans
• Ensure projects are delivered on time, within scope, and within budget
• Facilitate communication and collaboration among stakeholders
• Lead and motivate project teams

Business Process Project Manager

Product Marketing

• Define the multi-system architecture that connects Salesforce, RevTech tools, data sources, and AI components into an integrated GTM ecosystem.
• Lead system design initiatives, including new platform evaluations, integration patterns, and workflow modernization.
• Develop data-flow diagrams, systems documentation, and technical roadmaps for leadership evaluation and budget planning.
• Assess organizational scaling needs, including acquisitions, product expansion, and new GTM motions, and translate them into technical requirements.
• Present architecture roadmaps to leadership for budget, resource, and strategic alignment.
• Build or prototype automated scripts (e.g., Python, JavaScript) for data transformation, API orchestration, operational workflows, and system optimization.
• Collaborate with developers and enterprise architecture teams to influence low-code vs. code-based design decisions.
• Define integration patterns and system-to-system communication requirements using APIs, event-based triggers, JSON, and SOQL/SQL queries.
• Troubleshoot complex configuration or integration issues by analyzing logs, API responses, and platform metadata.
• Design, deploy, and govern AI-assisted workflows, including LLM-based research agents, enrichment automations, content generation pipelines, and decision-support utilities.
• Build controlled, auditable AI automations using tools such as Copilot, Einstein, or custom orchestrations.
• Implement AI guardrails to ensure data accuracy, user accountability, and compliance with organizational policies.
• Partner with leadership to define the AI adoption strategy across the GTM organization.
• Build and maintain workflow automations, flows, and integrations between connected tools.
• Identify inefficiencies and recommend enhancements to improve usability and efficiency.
• Stay current with GTM systems and connected tool releases; evaluate and implement beneficial new features.
• Own the RevOps data governance framework, including data quality, stewardship, retention, and distribution standards.
• Define security policies, including least-privilege access across GTM systems.
• Conduct risk assessments for new vendors, integrations, and AI automations to ensure regulatory and audit compliance.
• Conduct build vs. buy analysis for new GTM technology, using ROI modeling, operational impact scoring, and architectural compatibility assessments.
• Evaluate emerging RevTech, AI tools, and data providers and make strategic recommendations to leadership.
• Lead technical discovery for new business requirements and translate them into longterm scalable system solutions.
• Define and maintain the business continuity plan for key GTM systems, including backup standards and disaster recovery procedures.
• Monitor system performance and design optimizations that improve speed, reliability, and user experience at scale.
• Oversee capacity planning and forecasting for GTM systems based on growth, usage patterns, and changing sales motions.

Go To Market Systems and AI Specialist

Implementation Specialist

• Assess clinical practices, state reporting, and patient treatment requirements; develop collaborative solutions and present recommendations
• Lead new customer implementations from kickoff through go-live, ensuring a smooth and efficient process
• Resolve client inquiries promptly, maintaining ownership through resolution
• Maintain project documentation and communicate updates via agendas, minutes, and project management tools
• Build and sustain positive, productive relationships with customers and internal teams
• Apply consultative techniques to identify configuration requirements and implement best practices
• Review and validate software configurations with customer implementation teams
• Ensure quality of configured features and prepare customers for effective end-user training
• Complete product training and demonstrate adaptability across multiple EHR platforms
• Creatively resolve and assess a wide range of issues, suggesting alternative approaches as needed
• Document and track all customer state and reporting requirements to ensure compliance
• Record all customer interactions in CRM according to established standards
• Participate in on-site visits as needed to gather data and understand workflows

Clinical Implementation Specialist, EHR Platform

Sales Solutions Consultant – EHR Platform Sales Demos

Manager

• Directly manage, coach, and develop a team of Clinical Implementation Specialists.
• Oversee customer implementations from kickoff through go-live, ensuring consistency, quality, and adherence to best practices.
• Monitor team capacity, workload distribution, and utilization.
• Partner closely with Product, Engineering, Customer Success, Sales, and Training teams.

Implementation Services Manager

Project Manager

• Manages full implementation project life cycle from kick-off preparation through implementation completion and transition to support for small to mid-range projects
• Manages customer relationships and expectations through regular touchpoints, distribution of status briefings and onsite meetings
• Interfaces with customer staff across levels and departments throughout project lifecycle
• Influences customer attitudes, behaviors, and intentions throughout every phase of the implementation process, ensuring alignment, adoption, and long-term success
• Ensures that all projects are executed properly maintaining customer satisfaction, along with attaining desired outcomes in cost, quality and delivery timeframes
• Tracks project timelines updating the team with status reports in order to meet and exceed projected metrics
• Works with management to determine resource management, project plans, and risk assessment in order to keep the customers on target
• Works closely with cross-functional teams to resolve project issues in order to optimize results while minimizing project costs
• Partners with diverse departments such as Sales, Product, State reporting, and RCMS to drive alignment, streamline workflows, and achieve shared project goals
• Builds productive internal/external working relationships to resolve mutual problems by collaborating on procedures or transactions
• Focuses on providing standard professional advice and creates initial reports/analyzes for review by experienced team professionals
• Focuses on providing standard project guidance based on platform implementation methodologies and creates initial reports/analyzes for review by management