Pre-Sales Solutions Consultant, Financial
At a glance
Mid-level Solutions & Sales Engineering role at Modmed. Remote, United States · no salary stated · we estimate $101,000–$167,500 across the United States.
Modmed has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Help sales prospects assess Practice Management solutions, bringing financial and workflow expertise to their evaluation
- Explore practice goals and pain points through financial discovery conversations and workflow reviews
- Show how the product addresses client needs, tailoring demonstrations for audiences from billers to physicians
- Review financial workflows on-site and present findings based on best-practice observations
- Support deals with RFI, RFP and security responses, then brief Professional Services on what was agreed
What you bring
- At least three years in healthcare practice management or pre-sales demonstrations of Practice Management or RCM solutions
- Working knowledge of Practice Management systems and revenue cycle workflows
- Confident presentation and communication skills for varied audiences, including remote presentations using screen-sharing tools
Who this fits
This role suits someone with practice management or relevant pre-sales experience who can explain financial workflows to varied audiences. You should be comfortable traveling domestically about half the time for client visits.
From the employer
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.