- 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 across credentialing, operations, IT, and compliance.
- Map prospects' current provider data workflows and design future-state solutions on the CertifyOS platform.
- Scope integrations with client systems, including APIs, file-based roster exchange, SFTP, and SSO.
- Deliver tailored demonstrations and prepare 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 work and build AI-powered workflows, prompts, and tools.
- Test new workflows on personal deals, then roll them out to the team with documentation and training.
- Create reusable templates, playbooks, and a searchable knowledge base.
- Track workflow impact, such as hours saved and turnaround time, and share results with leadership.
RESTful APIs