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Pre-Sales Solutions Consultant, Financial

Role overview

Qualifications

  • Bachelor’s degree is highly preferred; relevant industry experience will be considered in lieu of a degree.
  • Minimum of 3+ years of healthcare practice management experience.
  • Solid working knowledge of Practice Management (PM) systems and revenue cycle management workflows.
  • Excellent written, verbal, and interpersonal skills.

Responsibilities

  • Partner with the sales team to provide financial and functional expertise to prospective clients.
  • Conduct in-depth financial discovery sessions and workflow analyses.
  • Compose and deliver superior product demonstrations.
  • Ensure a smooth transition from sales to post-sale by providing accurate knowledge transfer.

Key facts

Other skills

  • Time Management
  • Communication
  • Social Skills
  • Growth Mindedness

About the company

ModMed logo

ModMed

ModMed is transforming healthcare by placing doctors and patients at the center of care through an intelligent, specialty-specific cloud platform. With our electronic health records (EHR) and practice management (PM) systems, and our revenue cycle management (RCM) services, our all-in-one solution empowers specialty medical practices to do their best work by providing them with clinical, financial and operational software solutions designed to enable better, more personalized patient care. Our staff physicians help to develop products and services for dermatology, gastroenterology, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery, podiatry and urology practices, as well as ambulatory surgery centers. For more information, visit www.modmed.com.

Company details

Company typeLarge
Company size1001 - 5000

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Job description

Join the Team Modernizing Medicine

At ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.

A Culture of Excellence

When you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction.   From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:

  • Consistently ranked as a Top Place to Work

  • 2025 Globee Business Awards: Gold Globee for “Technology Team of the Year”

  • 2025 Black Book Awards: Ranked #1 EHR in 11 Specialties

  • Florida Venture Forum: Venture-Backed Company of the Year

We are growing fast, thinking big, and we are just getting started.

Ready to modernize medicine with us?

Job Description Summary:

ModMed is seeking a Solutions Engineer, Financial to leverage their deep industry expertise to help healthcare practices achieve better financial outcomes and smoother workflows. As a Solutions Engineer, you will focus on bringing value to life through insightful conversations and memorable product demonstrations. Your primary mission is to ensure our solutions provide a functional fit for a client’s unique challenges. If you have a passion for storytelling, a growth mindset, and a desire to be an integral part of a high-energy sales team, we want to hear from you.

Your Role

  • Partner with the sales team to provide financial and functional expertise to prospective clients evaluating our Practice Management solutions.

  • Conduct in-depth financial discovery sessions and workflow analyses to understand unique practice objectives and pain points.

  • Compose and deliver superior product demonstrations that articulate value, differentiate ModMed from competitors, and leave a lasting positive impression on stakeholders—from Billers to Physicians.

  • Perform onsite financial workflow analysis and presentations based on best-practice observations.

  • Maintain a growth mindset by proactively learning about new product enhancements and collaborating with Senior SEs to build your subject matter expertise.

  • Assist in completing RFI/RFP and security questionnaires to support the closure of new business opportunities.

  • Ensure a smooth transition from sales to post-sale by providing accurate knowledge transfer to our Professional Services team.

Skills & Requirements

  • Bachelor’s degree is highly preferred; relevant industry experience will be considered in lieu of a degree.

  • Minimum of 3+ years of healthcare practice management experience (e.g., Practice Administrator, Biller, or Revenue Cycle Manager) or experience in pre-sales demonstrating Practice Management or RCM solutions.

  • Solid working knowledge of Practice Management (PM) systems and revenue cycle management workflows.

  • Excellent written, verbal, and interpersonal skills, with the ability to present confidently to diverse audiences.

  • Experience conducting remote presentations using tools such as Google Meet or similar screen-sharing technology.

  • Travel: Ability and willingness to domestically travel 50% of the time to engage with clients on-site.

  • Proven ability to prioritize tasks and manage time effectively in a fast-paced, deadline-driven environment.

  • Advanced experience with ModMed Practice Management or competing PM systems is a significant plus.

ModMed Benefits Highlight:  At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

United States

  • Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,
  • 401(k):  ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
  • Generous Paid Time Off and Paid Parental Leave programs,
  • Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,
  • Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,
  • Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,
  • Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,
  • Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.

PHISHING SCAM WARNING: ModMed is among several companies recently made aware of a phishing scam involving imposters posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from ModMed without a formal interview process, and valid communications from our hiring team will come from our employees with a ModMed email address (first.lastname@modmed.com). Please check senders’ email addresses carefully.  Additionally, ModMed will not ask you to purchase equipment or supplies as part of your onboarding process. If you are receiving communications as described above, please report them to the FTC website.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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