Pre-Sales Solutions Consultant, Financial jobs in United States
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ModMed · 1 day ago

Pre-Sales Solutions Consultant, Financial

ModMed is hiring a Pre-Sales Solutions Consultant to showcase the value of their Practice Management software through engaging conversations and impactful demonstrations. The role involves partnering with the sales team to provide expertise, conducting financial discovery sessions, delivering product demonstrations, and ensuring a smooth transition from pre-sale to post-sale support.

Artificial Intelligence (AI)Electronic Health Record (EHR)Health CareSoftware
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H1B Sponsor Likelynote

Responsibilities

Partner with the ModMed Sales team by providing functional and financial expertise to our prospects and clients as they evaluate our practice management solutions for their organization
Conduct financial discovery sessions and workflow analysis to understand their unique challenges and practice objectives
Deliver high-quality product demonstrations of ModMed and partner software solutions to prospective customers by clearly articulating the sales message, emphasizing the value of our offerings, and highlighting what sets ModMed apart. Aim to leave a strong and positive impression on diverse audiences, including financial and clinical staff such as practice administrators, billers, physicians, registered nurses, physician assistants, medical assistants, and other practice leaders
Conduct onsite financial workflow analysis and solutions demonstrations/presentations based on observations and understanding of best practices
Provide consistent post-sale support in the form of accurate knowledge transfer to ModMed professional services with the goal of ensuring a smooth pre-sale to post-sale transition and optimal client experience
Assist in the completion of RFI/RFP/Security Questionnaires required to support the closure of net new opportunities
Consistently build ModMed solution expertise by maintaining a growth mindset and proactive learning. Appropriately leverage Sr. SE, Sr. SC, and Principal SC team members to accelerate learning of current financial solutions and planned financial product enhancements
Demonstrate value and discuss the functionality of all ModMed's ancillary products such as Relatient, analytics, and Klara
Assists with the development of educational and training materials (white papers, internal videos, etc) that will be consumed by all solutions engineers. Additionally, assists the Sr. SE in the creation of and updates to client-facing Consensus videos for their assigned product(s)
Support one-to-many sales and marketing events both on-site and remotely

Qualification

Healthcare practice managementFinancial workflows analysisRemote presentationsPractice Management softwareInterpersonal skillsVerbal skillsCuriosityWritten skillsTime managementAdaptability

Required

Requires up to 50% domestic travel
3+ years of healthcare practice management industry experience as a Practice Administrator, Biller, or Revenue Cycle Manager OR 2+ years of experience as a Sales Solutions Engineer or similar role, demonstrating healthcare Practice Management software to clients
Experience conducting remote presentations (Google Meet, QuickTime, Reflector)
Extensive knowledge of medical practice operational and financial workflows, along with a strong understanding of healthcare business processes
Excellent written, verbal, presentation, and interpersonal skills
Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
Active listener, adaptable, coachable, and a strong communicator at all levels of the organization
Naturally curious, engaging, unafraid to ask questions, and passionate about continuous learning and improvement
Thrive in a fast-paced, dynamic, virtual, and innovative environment

Preferred

Bachelor's degree preferred, with relevant experience considered in lieu of a degree

Company

ModMed

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Specialty-specific healthcare SaaS solutions including AI-Powered EHRs, Practice Management, Analytics, RCM, Patient Engagement, Payments

H1B Sponsorship

ModMed has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (1)
2021 (1)

Funding

Current Stage
Late Stage
Total Funding
$485.93M
Key Investors
Warburg PincusIBMSummit Partners
2025-04-30Private Equity· $100M
2025-03-03Acquired
2022-02-22Series Unknown· $53.37M

Leadership Team

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Daniel Cane
Chief Executive Officer
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Joe Harpaz
Co-Chief Executive Officer
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Company data provided by crunchbase