Solutions Engineer - US

About the Role

You'll be reporting to the Head of Solutions Engineering. This is a builder role- you'll help shape how the function works as it grows, alongside running your own deals.

• Own solution design for a segment of our pipeline. You'll run discovery, technical scoping, product demonstrations, and solution design for mid-market deals, from first technical conversation through project kickoff.
• Help us scale Solutions Engineering with AI. You'll find the repetitive, high-effort parts of our work and build AI-powered workflows that make the whole team faster and more consistent.

What You'll Do

Solution design (about 70%)

• Partner with Account Executives on mid-market deals as the technical lead from discovery through close.
• Run discovery sessions with payer and provider organization stakeholders across credentialing, operations, IT, and compliance.
• Map a prospect's current-state provider data workflows and design a future state on the CertifyOS platform, including where we fit and where we don't.
• Scope integrations with client systems: APIs, file-based roster exchange, SFTP, and SSO.
• Deliver tailored demos and produce client-facing solution design documents, scoping summaries, and RFP/RFI responses.
• Bring what you hear from prospects back to Product and Engineering so it shapes the roadmap.

Scaling Solutions Engineering with AI (about 30%)

• Identify the highest-effort, most repetitive parts of the SE workflow, such as discovery prep, requirements extraction, RFP responses, solution design drafting, and demo setup.
• Design, build, and maintain AI-powered workflows, prompts, and tools that cut the time and improve the consistency of that work.
• Test what you build on your own deals first, then roll it out to the team with documentation and training.
• Help turn one-off deliverables into reusable templates, playbooks, and a searchable knowledge base.
• Track the impact of what you build, such as hours saved and turnaround time, and share results with leadership.

What You Bring

• 3-6 years in a customer-facing technical role at a B2B SaaS company or Consulting Firm, such as Solutions Engineer, Sales Engineer, Solutions Consultant, Implementation Consultant.
• Background in health tech, healthcare operations or provider data management
• Experience running discovery and technical scoping on deals with enterprise or regulated buyers.
• Ability to turn complex, messy operational workflows into a clear solution design and explain it to both business and technical audiences.
• Fluency and experience consulting directly regarding integrations: REST APIs, file-based data exchange, SFTP, and SSO. Should be able to digest, advise on, and consult regarding the implementation of APIs.
• Fluency with AI tools to build scalable systems, such as Claude Code
• Clear, precise writing. Much of this role is client-facing documentation.

Benefits of Working at Certify

• At Certify, we’re building with intention and taking care of the people doing the work.
• Your well-being matters to us. We provide 100% coverage of health, dental, and vision insurance premiums for employees. Our US-based team benefits from unlimited PTO, with at least two weeks off each year to recharge. In India, employees are supported with health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women.

We are also committed to pay transparency and foster an open culture where compensation conversations are encouraged and respected.