Job Summary:

This is a hybrid Pre/Post-Sales Solutions Engineering position — ideal for someone who is energized from both closing deals in a team selling environment & then has the grit to help deliver solid solutions for real world problems after the close.

As a Solutions Engineer at Medefy Health you will connect the dots between market demands, our product capability, and business outcomes. You’ll be a critical team player by helping create concentric circles throughout the business that generate knowledge transfer, and open doors for solving the right problems. You’ll regularly partner with the Go-To-Market team and will be a foundational asset to our sales process where you’ll help cultivate the art of the possible with prospective clients, lean in and help the GTM team close the deal and then stay involved in post-sales to help ensure those promises made convert to promises kept.

You’ll be a calm solution-oriented thought leader in often complicated conversations where it’s your job to decipher the right problems to solve and then negotiate solid solutions for them. You’ll regularly translate complexities of technology, healthcare, and data into simple and relatable value-based stories. One moment you’ll be demoing a product feature that wins over a CHRO & their team; a moment later, you’ll be explaining how the results are achieved to a CFO, and finally – you might wrap up your day troubleshooting an API connection, a delinquent file feed, or just generally helping to better operationalize healthcare data and how we use it. You will also directly impact the roadmap in a big way by helping to keep Engineering & Product appraised of complexities or customizations coming down the pipeline in their direction. Our Engineering team has our back out in the market, so we will always return that favor.

About our awesome company, Medefy Health...

Medefy Health (www.Medefy.com) is a leading SaaS benefits navigation company, dedicated to simplifying the way employees’ access and utilize their benefits. Our mission is to drive better health and financial outcomes for our users while supporting HR teams and broker partners with seamless, data-driven solutions.

Our company is headquartered in Tulsa, OK. We’re proud to be Oklahoma’s #1 fastest-growing company and rated by Inc. Magazine as the 37th fastest-growing tech company and the 288th fastest-growing company overall in the USA, and our story is still being written!

Healthcare is only getting more complicated, and more expensive, for employers and their employees. This is where Medefy Health comes in. We’re on a mission to eliminate the stress on hard-working families caused by an impossible to navigate healthcare system. All while saving them, and their employers, a significant amount of time and money. We demolish barriers between healthcare and the people who need it, and we need your help to further our mission!

Job Duties & Responsibilities:

• Pre-Sales
  • Build trust & partner with GTM Account Executives, be a team player, and help enable them out in the field with what they need to close.
  • Partner with GTM Account Executives to scope, design, and deliver tailored product demos that align to client goals.
  • Build trusted relationships with prospects by listening first and solutioning second.
  • Qualify for impact, craft solution proposals, help with pricing configurations, and tell compelling stories that move deals forward to close.
  • Collaborate with Product and Marketing to refine demo flows & value props that highlight our differentiators.
  • Champion what we do at Medefy and become a bastion of knowledge of how we do it.
  • Celebrate the close — your insights, energy, and expertise helped make it happen!
  • Occasional travel – could be up to ~25%
    • Strategic opportunities, or conferences
• Post-Sales
  • Help facilitate that promises made become promises kept as deals transition from pre-sales -> post sales.
  • Become an asset to our Implementation, Data Engineering, and Customer Success teams as deals move from closed/won -> launched.
  • Configure & help operationalize data integrations, empowering the rest of the organization with quality data.
  • Become a champion of data excellence, and its’ positive impact on various parts of our platform.
  • Partner with Customer Success to identify expansion upsells or optimization opportunities.
  • Socialize client feedback with Product and Engineering to fuel continuous improvement.

• What Success Looks Like
  • First 30 days
    • Onboarding, the basics, and the usual stuff.
    • You’ll push through a crash course on Medefy, our industry, the problems we solve, and where Solutions Engineering (SE) fits into it.
    • Knock out some self-directed learnings.
    • Socialize & meet the team.
    • Become a fly on the wall and soak up as much information as you can through live demos, call recordings, and internal meetings or other shadowing.
    • Learn our pitch, practice our value props, learn our common objections.
    • Get your hands in a demo environment, practice, and perfect our demo.
    • Assist & support in-progress SE pre & post sales efforts.
    • Assist & begin to contribute to current SE initiative work to help the organization scale.
  • First 60 Days
    • Pass your first demo test-out.
    • You’ll lead your first demos with additional support provided.
    • You’ll become increasingly more comfortable with technical and product conversations.
    • Begin to take on more responsibilities on existing SE pre & post sales efforts.
    • Get your hands dirty & begin to take on more responsibilities on SE initiative work to help the organization scale.
  • First 90 days
    • Take on your first solo demos.
    • Start becoming more autonomous within assigned SE efforts.
    • Start looking for low hanging fruit opportunities to contribute – then execute and deliver.
    • Begin championing our team, and SE areas of responsibility.
    • Start becoming a trusted voice, and SME across the organization.

• Performs other duties as assigned.

What you bring:

• Bachelors degree w/ a technical or analytical background, or equivalent & transferable experience in the field.
• Experience working with Data
• 2+ years experience in Solutions Engineering, Solutions Consulting, Sales Engineering OR transferable Implementation, or sales experience in a SaaS or similar health-related technology.
• Comfortable context switching between strategic conversations and technical deep dives.
• Comfortable selling or being a team player in a team-selling environment.
• Strong communication and storytelling skills— you turn jargon into “aha - I get it” moments, and you reduce complexity.
• Incessant natural curiosity to figure out how things work, and how they come together.
• Empathy for how people use technology to solve real-world problems, and the people behind the problems we’re solving.
• You’re a self-starter, coachable, hungry, & have a team first mindset.
• Tenacity to close deals and the required grit to help us deliver them.
• A desire to make an impact.
• A willingness to travel up to ~25% for strategic opportunities & conferences.

It would be great if you have:

• 3+ Years of experience in an SE role, or a similar role.
• Can easily demonstrate a “lead-to-cash" spirit.
• You have a bias for action.
• Experience working in startups and want to contribute to one.
• Love to sell or love to solve problems/code. Bonus points for both.
• Experience in benefits, HR tech, or healthcare/benefits navigation ecosystems or their underlying data.
• Experience with integration. Can demonstrate how you contributed to past integrations in a meaningful way.
• Implementation experience of a SaaS platform.
• SME level expertise within; Data, Software Engineering, or Healthcare/benefits of any kind.

Compensation & Upside

• Competitive base salary
• Commission and bonus structure rewarding impact for deals closed and delivered outcomes
• Comprehensive benefits package
• Mission-driven culture where your work directly improves people’s healthcare experience

Why You’ll Love Working Here

At Medefy, we believe in human connection backed by smart technology. You’ll be part of a nimble, collaborative team where your voice matters, your impact shows, and your ideas help shape the future of healthcare navigation. If you’re equal parts sales strategist and problem-solving engineer, come build with us.

Supervisory Duties: No supervisory duties

Travel Requirements Percentage: up to 25% travel may be required

Physical and Mental Requirements:

Remote Work Environment: This position is performed remotely in a home-office setting. The employee must ensure a quiet, private workspace free from distractions and suitable for video conferencing and focused work. A reliable high-speed internet connection is required.

Physical Demands:

• Prolonged periods of sitting at a desk and working on a computer (up to 8+ hours per day).
• Frequent use of a computer keyboard, mouse, and screen; ability to type at least 55 WPM.
• Occasional movement within the home office environment (e.g., retrieving office supplies or documents).
• Vision abilities required include close vision for computer use and reading documentation, with or without corrective lenses.

Communication Requirements:

• Must be able to communicate effectively in English using written and verbal channels (email, chat, video conferencing, phone).
• Must be able to read and interpret complex written information such as healthcare documentation, performance reports, and company procedures.
• Must be responsive and present during scheduled working hours and team communications, including virtual meetings and collaboration platforms.

Cognitive and Emotional Demands:

• Ability to manage multiple complex tasks and competing priorities in a high-paced environment.
• Strong critical thinking and decision-making skills with attention to detail.
• Ability to exercise independent judgment and problem-solving under time constraints.
• Must be able to adapt quickly to changing workflows, operational needs, and team dynamics.
• Must maintain a high level of confidentiality and discretion in handling sensitive information.
• Requires emotional resilience, especially when assisting users in distress or resolving escalated member concerns.
• Must be able to maintain composure and a professional demeanor under pressure.

Work Schedule & Attendance:

• Must be punctual, dependable, with potential for on-call duties as needed.
• Must maintain regular attendance and meet performance expectations without direct on-site supervision.

**Job description is not a comprehensive listing of all the activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.