Product Solution Specialist

Product Solution SpecialistJob CodePSS.322.002 FLSA StatusExempt Job FamilySolution Management Cost Center322

Purpose of Position

The Product Solution Specialist reports to Solution Management within the Product team. The role leads product solution selling by connecting provider revenue cycle needs with SSI capabilities, workflows, and business value through solution discovery, presentations, and demonstrations. Solution Management defines assigned solution responsibilities and work priorities. Core responsibilities include maintaining battle cards, competitive intelligence, sales literature, training decks, demo materials, and Aha! records and reporting. The specialist supports Product release planning and launches, works with Marketing to keep materials current, and captures recurring client needs and objections.

Duties and Responsibilities

Essential Functions

• Product solution selling and demonstrations

  Lead product solution selling through tailored demonstrations and discussions that connect SSI capabilities to the client's workflow, operational priorities, and expected business value. Develop solution narratives and value cases using validated evidence and client inputs, such as fewer manual touches, reduced rework, improved visibility, and faster processing. Maintain demo and solution presentation requests in Salesforce or the designated tracking system, documenting requested solutions, client needs, audience, timing, assigned resources, status, and follow-up actions; coordinate preparation and scheduling within Product priorities. Own the accuracy of solution content in proposals, RFPs, and RFIs; validate technical answers with the appropriate subject matter experts and elevate requests requiring new development or commitments.

• Solution discovery and workflow alignment

  Lead discovery with prospects and existing clients to understand revenue cycle workflows, operational challenges, technology environments, and desired outcomes. Translate findings into documented use cases, workflow maps, and solution recommendations, assumptions, dependencies, and measurable success criteria. Evaluate fit across SSI solutions with Product Managers, Solution Managers, and technical teams; identify capability gaps, integration requirements, and opportunities to improve or expand client adoption.

• Product alignment and field insights

  Stay current with assigned product solution releases, new capabilities, supported workflows, limitations, and integration requirements; review and understand solution roadmaps, release plans, and approved messaging. Capture recurring client needs, objections, competitive findings, and win or loss insights; provide structured recommendations to Product Managers for evaluation and prioritization. Maintain Aha! records and reporting for assigned solution activities, client insights, and release readiness; keep status, owners, and follow-up items current, review roadmap and release information, and support other product solution activities as needed.

• Release planning and solution enablement

  Work directly with the Product team on release planning and launches, including solution readiness, demonstration updates, enablement needs, and completion of assigned launch activities. Own and maintain approved demonstration scenarios, solution playbooks, discovery guides, workflow diagrams, and capability references; update them as solution releases introduce changes. Maintain competitive intelligence and battle cards with Product Managers and Marketing, including competitor capabilities, differentiators, fit criteria, discovery questions, objection handling, and validated evidence; refresh them as market findings and SSI capabilities change. Create and tailor PowerPoint presentations, when applicable, for prospect and client discussions, executive briefings, demonstrations, sales enablement, and product launches. Work with Marketing to identify needed solution materials and assist with their creation; maintain and update sales literature, training decks, presentations, collateral, case studies, and launch content to reflect approved capabilities and positioning. Train Sales and client-facing teams on solution fit, discovery questions, value messaging, workflow dependencies, and newly released capabilities.

• Client alignment and delivery handoff

  Coordinate solution validation with Product, Engineering, Implementation, and Client Success when the opportunity requires deeper workflow or technical review. Provide a documented handoff of agreed workflows, solution scope, client expectations, assumptions, dependencies, and unresolved items to support implementation planning. Gather post-sale and adoption feedback to identify where positioning, demonstrations, product usability, or solution fit should improve; track assigned follow-up actions through resolution.

Marginal Functions

Other duties as needed.

Skills, Knowledge, and Abilities

Strong knowledge of healthcare revenue cycle workflows and the ability to explain how software capabilities address provider operational needs. Ability to lead discovery, facilitate solution discussions, demonstrate products, and communicate with executive, operational, and technical audiences. Ability to translate complex workflows into clear documentation, recommendations, and business value; distinguish supported capabilities from proposed enhancements. Strong communication, organization, independent judgment, and follow-through; ability to manage priorities set by Solution Management and collaborate across teams. Proficiency with Aha!, Salesforce, PowerPoint, documentation tools, and demonstration environments; ability to learn assigned SSI solutions, roadmaps, and release plans in depth. Must be able to see clearly with or without corrective lenses and hear clearly with or without aids. Must be able to use hands, fingers and wrists, repetitively, using a computer keyboard and other office equipment, regularly. Must be able to proficiently speak, read and write in English. Must be able to travel by automobile and airplane up to 25%.

Information Security and Data Protection

The SSI Security-First Mindset
Information security and data protection is a shared responsibility - codified in our commitment to the SSI Security-First Mindset.
The SSI Security-First Mindset is comprised of five pillars and universally applicable to all employees, regardless of position description, assigned duties and responsibilities.
The Five Pillars of the SSI Security-First Mindset: Pillar 1: Governance: Develop, implement, and enforce secure operational processes, procedures, and routines.
Pillar 2: Accountability: Take an active role in protecting company assets and system & data resources.
Pillar 3: Awareness: Recognize, report, and take action to resolve security risks.
Pillar 4: Preparedness: Develop, implement, test, and improve backup plans for operational processes, procedures, and routines.
Pillar 5: Collaboration: Communicate, share, and promote your Security-First Mindset at every opportunity.

Experience and Education Requirements

Education
Min/Preferred Education Level DescriptionMinimum High School or GED Required.Preferred Bachelor's Degree Bachelor's degree in business, healthcare administration, information systems, or a related field preferred; equivalent relevant experience may be considered.
Years of Experience
Minimum Years of Experience Comments 5 Minimum five years of relevant experience in healthcare revenue cycle technology, solution consulting, product solutions, or a closely related field, including client discovery and product demonstrations. 1 Experience with provider workflows, EHR or practice management systems, and healthcare interoperability preferred. Familiarity with claims, remittance, attachments, eligibility, or prior authorization relevant to assigned solutions is desirable. 1 Experience supporting RFPs, documenting solution requirements, enabling client-facing teams, or participating in product launches preferred.
Certifications
Min/Preferred Certification Description MinimumA combination of experience and advanced education may be substituted. Background checks and drug test required.

Acknowledgement

I have read and understand this job description and agree that I am to fulfill the essential functions as stated above. I further understand that it is my responsibility to request an accommodation, if necessary, to fulfill the essential functions of this position.

Employee's Signature Date __________________________________ ______________________Supervisor Signature Date __________________________________ ______________________