How you will help

As a Lead Solutions Engineer, you'll be pivotal in driving innovation and success by partnering with sales, product, and engineering teams to design tailored technical solutions for our customers. You'll facilitate decision-making and alignment across teams, removing barriers to close new business opportunities. By solving critical business needs, you'll ensure long-term customer success and inform our product roadmap and business strategy to meet evolving market demands efficiently.

What you will do 

- - Own the pre-sales development and documentation of SaaS configurations and technical solutions  - Build relationships with clients as their primary technical resource throughout the sales cycle - Understand the customer's business needs and use case to develop creative solutions that drive satisfaction and lead to long term engagements - Support clients with internal decisions regarding their technology stack and configuration for the use of HealthVerity products - Scope solutions to fit within a customer's budget and timeline - Inform strategic decisions on new product/feature development and commitment of internal resources  - Work with internal teams to determine level of effort and and feasibility of novel workflows and configurations  - Develop technical workflow diagrams  - Drive process improvement initiatives to speed up the sales process and ensure seamless transitions to post-sale customer teams

How success is defined

- - High customer satisfaction: Consistently deliver solutions accurately and on time, scoring well internally - Timely solution delivery: Meet or exceed turnaround times for clients and internal stakeholders - Expertise in HealthVerity tools: Operate independently with solid knowledge of HealthVerity's tools and procedures - Technical solution creation: conduct in-depth requirements analysis to fully assess client needs, design the solutions to meet those needs, and effectively convey HealthVerity's vision to the clients - HeathVerity offering expertise: fully understand the client value of all HealthVerity's technical and data offering - Professional representation: Professionally showcase HealthVerity's solutions to clients and internal stakeholders, while taking the lead in opportunity management processes - Collaborative team player: Actively contribute to teamwork and collaboration across HealthVerity, fostering a cohesive and supportive work environment

Required skills and experience

- - 7+ experience in a technical pre-sales role (e.g. sales engineering, solutions architect), preferably in the SaaS B2B space or equivalent experience in product or data workflow design - 5+ years work in a client facing role and project management experience in a complex technical environment - 5+ years of experience using SaaS products in the workplace (e.g. Salesforce, JIRA, Confluence, and LucidChart or similar software) - Strong written and verbal communication skills and experience collaborating across varying levels of stakeholders - Knowledge and experience in a regulated industry (e.g. HIPAA)