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Categorization Specialist jobs in United States
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Truemed · 2 weeks ago

Categorization Specialist

Truemed is a company focused on product eligibility determination, and they are seeking Categorization Specialists to manage product categorization for distinct Eligibility Category Groups (ECGs). The role involves applying Truemed's product eligibility framework to merchant catalogs, conducting SKU reviews, and ensuring compliance with HSA/FSA standards.
FinanceHealthcareMarketplacePaymentsWellnessFinancial ServicesHealth Care
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Responsibilities

Apply Truemed's Product Eligibility Framework to categorize products within assigned ECGs using the established two-track system:
Evaluate products against existing category standards and comparable approved products; confirm alignment with established precedent
Identify products requiring secondary review; escalate to Clinical Operations with detailed research gaps and recommendations for new category
Obtain a deep understanding of compliance standards (IRS Publication 502) to assess products against Section 213(d)
Match products with approved eligibility categories
Flag products failing Section 213(d) criteria (general wellness, cosmetic, convenience, pharmaceutical, biologic)
Approve products matching established category standards with clear precedent
Escalate borderline cases, novel mechanisms, or missing documentation to Clinical Operations
Reject products failing compliance standards
The specialist will be assigned merchants by the Clinical Operations team 3 times a week, to independently process the SKU list specific to the assigned specialty
Review merchant-submitted catalogs for new SKUs and products
Cross-reference products against approved category lists
Identify merchant SKU errors
Escalate new products to Track 1 or Track 2 evaluation process
Conduct daily reviews of existing onboarded merchants' manually uploaded SKUs
Ensure compliance with established category standards and identify new product uploads or SKU variants
Review new SKU uploads from live merchants
Verify SKU compliance with category eligibility standards
Confirm correct eligibility category assignment in system
Ensure comparable items standards are applied where applicable
Document any compliance issues

Qualification

Product categorizationHSA/FSA compliance standardsIRS Publication 502SKU reviewClinical operations knowledgeBenefits eligibilityMedical claimsProduct cataloging

Required

Deep knowledge of assigned Eligibility Category Groups (ECGs)
Understanding of HSA/FSA compliance standards
Attention to clinical rigor in product categorization
Ability to apply Truemed's Product Eligibility Framework to categorize products
Ability to evaluate products against existing category standards and comparable approved products
Ability to identify products requiring secondary review and escalate to Clinical Operations
Understanding of compliance standards (IRS Publication 502) to assess products against Section 213(d)
Ability to match products with approved eligibility categories
Ability to flag products failing Section 213(d) criteria
Ability to review merchant-submitted catalogs for new SKUs and products
Ability to cross-reference products against approved category lists
Ability to identify merchant SKU errors
Ability to conduct daily reviews of existing onboarded merchants' manually uploaded SKUs
Ability to verify SKU compliance with category eligibility standards
Ability to confirm correct eligibility category assignment in system
Ability to document any compliance issues
Clinically and compliance-minded background in health, clinical, nutrition, pharmacy, or regulatory/compliance
Hands-on experience with benefits eligibility, medical claims, or product/catalog categorization
Detail-obsessed and consistent in reviewing high volumes of SKUs
Sound judgment under ambiguity
Self-directed and reliable in managing workflow
Comfortable with structured, repeatable work

Company

Truemed

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Truemed operates an HSA and FSA marketplace enabling eligible individuals to purchase evidence-based lifestyle health interventions with.

Funding

Current Stage
Growth Stage
Total Funding
$37.5M
Key Investors
Andreessen Horowitz
2025-12-22Series A· $34M
2023-09-18Seed· $3.5M

Leadership Team

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Justin Mares
CEO + Co-Founder
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Company data provided by crunchbase