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About the role
Key responsibilities & impact- Collaborate with Sales Engineers and clients to define the implementation approach, architecture, and scope of work during the pre-sales cycle- ensuring what is proposed is deliverable and tied to measurable client outcomes
- Author the Statement of Work; accountable for its accuracy, completeness and alignment to client business objectives
- Translate client business requirements into a clear solution design that connects product capabilities to defined measurable values
- Protect the business by ensuring solution designs are financially viable, operationally achievable and within established program guidelines before commitments are made to clients
- Own the alignment between client business processes and product capabilities- surfacing gaps early and driving resolution before handoff to PSG
- Ensure functional specifications, workflows and use cases reflect client requirements and are documented to a standard that enables PSG to execute without re-engagement
- Collaborate with Sales Engineers and client stakeholders to define application configuration requirements, integration requirements and TO-BE workflows
- Serve as the subject matter authority on the client's business context for PSG throughout the engagement
- Partner with Project Management to protect scope, schedule, and delivery quality- identifying risks early and driving resolution proactively
- Leverage Salesforce and CPQ (Configure Price Quote) to ensure solution configurations, pricing and scope are accurately reflected and maintained throughout the pre-sales and handoff process
- Protect business margins and delivery feasibility by maintaining rigorous scope discipline and escalating misalignments before they become contractual or operational liabilities
- Collaborate with clients to lead business process design sessions and knowledge transfer activities
- Guide clients through business requirement prioritization with clarity and a defined point of view
- Own scope management: identify scope creep proactively and lead client conversations to resolve it within program constraints.
Requirements
What you’ll need- Bachelor degree
- 5+ years of experience leading enterprise solution design end-to-end, including pre-sales solutioning through delivery handoff
- Healthcare IT industry experience and working knowledge of clinical workflows, healthcare operations, or health IT systems (EHR integrations, care coordination, or equivalent)
- Proven ability to translate complex business requirements into clear solution designs and actionable project scope
- Experience authoring Statements of Work and managing scope through implementation
- Proficiency with Salesforce and CPQ (Configure Price Quote) platforms
- Strong executive presence with demonstrated ability to lead sessions with C-suite and VP-level client stakeholders, facilitate decisions, and maintain credibility under pressure
- Background in business process redesign or organizational change management.
- Familiarity with system integration in healthcare contexts.
Benefits
Comp & perks- three robust health, pharmacy, vision and dental care plans including a health savings account option
- wellness
- financial wellness
- retirement
- family support
- continuing education
- time off benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
solution designscope managementbusiness requirements translationauthoring Statements of Worksystem integrationhealthcare operationsclinical workflowsEHR integrationscare coordinationbusiness process redesign
Soft Skills
collaborationleadershipexecutive presencedecision facilitationcredibility under pressurerisk identificationproactive resolutionclient engagementknowledge transfercommunication
Certifications
Bachelor degree
