Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Pre-Sales Solutions Consultant, Financial

Modernizing Medicine, Inc.

**Join the Team Modernizing Medicine****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 YearWe are growing fast, thinking big, and we are just getting started.**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 that provide engaged and supportive communities within ModMed,* Professional development opportunities, including tuition reimbursement programs and unlimited access to ,* 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.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 (View email address on click.appcast.io). 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 .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.### Get In TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. #J-18808-Ljbffr Modernizing Medicine, Inc.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Pre-Sales Solutions Consultant, Financial in Boca Raton, FL vacancy
  • $75k

     ...your roadmap to becoming a top earner in sales. If you’re prepared to unlock your full...  ...about Platinum’s supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process...  ..., families, and businesses secure their financial futures through supplemental coverage.... 
    Suggested
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    Deerfield Beach, FL
    3 days ago
  •  ...Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial...  ...comprehensive advice and customized solutions to clients to help them achieve their financial...  ...the financial service industry and/or a sales environment where goals were met or... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Rotating shift
    Day shift

    Bank of America

    Boca Raton, FL
    2 days ago
  •  ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with your application, you must be at least 18 years of age...  ...working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Boca Raton, FL
    1 day ago
  •  ...new revenue growth for our HR Solutions division. This individual...  ...and positioning our team as a consultative partner to organizations...  ...providers. Consultative Sales & Full-Cycle Management Consultative...  ...consulting, tax and financial services. In certain jurisdictions... 
    Suggested
    Contract work
    Shift work

    CBIZ

    Boca Raton, FL
    3 days ago
  • $100k

     ...roles? Leaf Home Water Solutions, a division of Leaf Home...  ...our team of Outside Sales Representatives TODAY!...  ...We will supply you with pre-qualified leads and the...  ...there is no comparison! Financial Freedom – Earn an...  ...methodology to educate, consult, inform, and sell!... 
    Suggested
    Weekly pay
    Full time
    Local area
    Work from home

    LeafHome

    Deerfield Beach, FL
    1 day ago
  • $50k - $150k

     ...DYNAMICS 365 SOLUTION SALES SPECIALIST Boca Raton, FL, United States SALES $ 50,000.00...  ...make complex contractual, technical, and financial details sound simple. ~ Travel - Must...  ....00 (US Dollar) # BIzzApp Sales 2. Acct exec 3. services & support consult... 
    Contract work

    ITC WORLDWIDE LIMITED Defunct

    Boca Raton, FL
    3 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...client meetings and presenting customized solutions to clients to help them achieve their...  ...expectations include effectively balancing sales performance, operational risk, and... 
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Coconut Creek, FL
    14 days ago
  • $180k - $282.5k

     ...skills and learn new ones “I can succeed as the Public Private Solutions Sales Specialist (West) at Capital Group.” The Public Private...  ...sale expertise in representing Capital Group PPS in the West to financial advisors and portfolio solution strategists. While... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Boca Raton, FL
    1 day ago
  •  ...banking team. After a 4-8 week onboarding, you will rotate through operations and sales/service while building trusted customer relationships. You will use consultative selling to assess financial needs, cross-sell products, and provide timely service at the teller line.... 

    Fifth Third

    Boca Raton, FL
    3 days ago
  •  ...career path after onboarding. You will engage customers using consultative selling, build relationships, and promote a wide range of...  ...base and teamwork with bank partners to deliver holistic financial solutions. Regulatory compliance and risk awareness are essential elements... 

    Fifth Third

    Delray Beach, FL
    2 days ago
  • TransUnion is seeking an Advisor, Solutions Consulting to partner with enterprise customers and internal teams to onboard and deploy Trusted Call Solutions. This hybrid role combines remote collaboration with in-person work at a TransUnion office at least two days a week... 
    Contract work
    Work at office
    Remote work
    2 days per week

    TransUnion

    Boca Raton, FL
    2 days ago
  •  ...Home Services Sales Consultant With a career at The Home Depot, you can be yourself and also...  ..., present warranty information and financial options that meet the customer's needs...  ...customer needs and effectively advocate HDIS solutions. Conduct incidental activities... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Night shift

    Home Depot

    Boca Raton, FL
    1 day ago
  •  ...rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum...  ...three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust... 
    Contract work
    Worldwide

    The GEO Group

    Boca Raton, FL
    6 days ago
  •  ..., developing KPI and reporting matrix, and formulating cost-benefit analysis to help align SRCO and Network Operations technology solutions with business initiatives and delivery. Have a good understanding of Network and Security technology solutions and can articulate... 
    Interim role
    Work at office

    Samprasoft

    Boca Raton, FL
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...· Trust Services · Retirement Solutions · Business Needs Analysis...  ...one of the best-trained sales forces in the country. We are...  ...Northwestern Mutual provides pre-payment/reimbursement* for course... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Boca Raton, FL
    5 days ago
  •  ...The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with...  ...client relationships, providing investment and wealth management solutions. This individual will be oriented to building a practice upon... 
    Local area

    Mesirow Financial

    Boca Raton, FL
    5 days ago
  • $200k - $225k

     ...delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and...  ..., trust administration, alternative investments, and lending solutions, in line with firm allocation policies. Drive business growth... 
    Work at office

    Lido Advisors, LLC

    Boca Raton, FL
    5 days ago
  •  ...the company’s success. As a Financial Advisor within PNC Wealth Management...  ...you in creating personalized solutions on behalf of you and your...  .... Job Description Consults on investment and insurance strategies...  ..., efficiently handling sales and service, identifying sales... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Boca Raton, FL
    2 days ago
  •  ...Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889....  ...information. 4.Conduct fundamental research related to wealth plan solutions and strategies. 5.Identify and prepare fee analysis of... 
    Flexible hours

    Northern Trust

    Boca Raton, FL
    2 days ago
  •  ...Sales Consultant Outdoor Power Equipment (OPE) We are seeking an experienced, bilingual, and customer-focused Sales Consultant to join...  ...Ability to identify customer needs and recommend technical solutions. Experience using CRM software and Microsoft Office applications... 
    Work at office

    New Day Executive Search

    Boca Raton, FL
    4 days ago
  •  ...Luxury Sales Consultant At Aroma360, we believe scent has the power to transform the way people experience their homes, businesses, and...  ...educate, answer questions, and guide customers toward the right solution. Manage your sales pipeline using Salesforce CRM.... 
    Flexible hours
    Afternoon shift

    Aroma360, LLC

    Boca Raton, FL
    2 days ago
  •  ...their earning potential is limited by their current role, the financial services industry can offer an opportunity to explore something...  ...provides insurance, investment, and financial-planning solutions designed to help clients achieve financial security. Northwestern... 
    Temporary work
    Work at office
    Flexible hours

    Barish Financial - Northwestern Mutual

    Boca Raton, FL
    14 days ago
  • $75k

     ...Description Job Description Description: Bilingual Outside Sales Consultant (English/Spanish) Territory: North Broward County, FL (...  ...of relevant experience in providing consultative sales solutions based on providing value, not just a price-driven approach to... 
    Full time
    Temporary work

    All Florida Paper, LLC

    Boca Raton, FL
    14 days ago
  • $76k - $193k

     ...Your Healthcare Expertise into Financial Services with Striano...  ...across financial planning, sales, procurement, logistics, and...  ...Responsibilities: Client Consultation: Engage with clients to understand...  ...retirement. Insurance Solutions: Recommend and implement insurance... 
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Striano Financial Group

    Boca Raton, FL
    14 days ago
  •  ...and acquiring new ones through consistent sales execution, lead management, and...  ...customers with friendly, professional, and solution oriented service. Maintain strong knowledge...  ...customers and cross-selling to meet their financial needs. Present a confident and... 

    Valley National Bancorp

    Boca Raton, FL
    2 days ago
  •  ...Advisor to enhance the client experience in Chase Wealth Management. This role involves delivering personalized financial planning and investment solutions while focusing on client relationship management. The ideal candidate will have at least 4 years of experience in... 

    Next Frontier Capital

    Boca Raton, FL
    2 days ago
  • Northwestern Mutual in Boca Raton, FL, is hiring Financial Representatives to build a client base and deliver personalized financial solutions. You will grow relationships, learn Northwestern Mutual products, and leverage industry training and mentors to succeed in your... 

    Northwestern Mutual

    Boca Raton, FL
    3 days ago
  • $55k - $65k

    Financial Counselor - Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact Billing Solutions Exact...  ...Customer Service Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Exact... 
    Full time
    Local area
    Flexible hours

    Exact Billing Solutions

    Deerfield Beach, FL
    1 day ago
  • VirtualWorks in Boca Raton is seeking individuals eager to transform information chaos into actionable intelligence. The ideal candidates are those who thrive in fast-paced environments and are eager to take on key roles within the company. Successful applicants will collaborate...

    VirtualWorks

    Boca Raton, FL
    5 days ago
  •  ...a client book, source prospects, and recommend investment solutions aligned with client goals, while balancing growth and compliance...  ...Series 7 & 66 licenses (or 63/65), plus 1+ year in financial services or sales, with strong communication and relationship-building skills... 

    Bank of America

    Boca Raton, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Pre-Sales Solutions Consultant, Financial. Be the first to apply!