Product / Presales Specialist

Position Summary

The MedPro Product Specialist serves as a pre-sales consultant to prospective and existing customers. Working in partnership with our sales, customer success, product, and implementation teams, the role shapes decisions around products, data services, APIs, integrations, and workflows that solve our customer’s business, compliance, and data management challenges. This position is well suited for someone who enjoys working directly with customers, translating business needs into practical solutions, demonstrating capabilities, and supporting sales opportunities from discovery through proposal, RFP/RFI response, solution definition, and a supporting role in ongoing customer success. The role requires strong communication skills, comfort with data and technology, curiosity about customer problems, and the ability to explain complex solutions in clear, practical terms.

Essential Duties And Responsibilities

• Partner with Sales to support prospect and customer opportunities from initial discovery through solution recommendation, proposal, and implementation handoff.

• Lead or support technical discovery sessions with prospects and customers to align business goals, compliance needs, data requirements, application environments, workflows, integration needs, and decision criteria with MedPro’s products and services.

• Support opportunity qualification by identifying technical fit, potential risks, implementation considerations, dependencies, and customer readiness.

• Support presentations, proposals, and customer meetings with clear technical and business-oriented explanations.

• Deliver tailored product demonstrations for prospects and customers.

• Configure or prepare demo scenarios that reflect customer workflows, use cases, and business challenges.

• Explain technical concepts such as data flows, matching logic, integrations, API usage, file exchange, system touchpoints, and data quality processes in a way that is easy for non-technical audiences to understand.

• Create and maintain reusable demo scripts, demo data examples, technical FAQs, and presentation materials.

• Support technical responses for RFPs, RFIs, security questionnaires, vendor assessments, data questionnaires, and related customer procurement requests.

• Capture recurring customer requirements, integration needs, objections, competitive themes, and market trends.

• Share customer and prospect feedback with Product, Development, Customer Success, and leadership to support roadmap discussions and process improvements.

• Monitor industry trends, regulatory developments, and competitive activity that may affect MedPro’s customers and market positioning.

• Attend trade shows, customer visits, and industry events as needed to support Sales and gather market insight.

• Develop and deliver training for Sales, Customer Success, Support, Data Quality, and other internal teams on MedPro products, customer use cases, technical capabilities, and solution positioning.

• Contribute to internal knowledge bases, process documentation, solution playbooks, demo materials, and product reference content.

• Collaborate with Development, Product, Customer Success, Sales, and Operations to improve customer and partner processes and internal readiness.

• Use project management and collaboration tools to track decisions, requirements, timelines, follow-ups, and deliverables.

Requirements

• Educational Background: Bachelor’s degree required; coursework in business, technology, data, analytics, healthcare, life sciences, or a related field is preferred.

• Experience: 2–5 years or more of professional experience in a customer-facing, technical, product, consulting, implementation, sales engineering, pre-sales, technical sales, or solution consulting role.

• Technology/Software Knowledge: Practical and effective AI prompting that achieves documentation, analysis, and automation of tasks that amplify underlying skills, including: APIs, web services, or technical integrations; SQL or database querying; data files, data mapping, and data exchange processes; data quality, master data, matching, enrichment, or stewardship concepts; Salesforce.com or other CRM platforms; Postman or similar API testing tools; Jira, Confluence, or similar collaboration and project tracking tools; Microsoft Excel or other data analysis tools; Enterprise software, SaaS platforms, or data services; Healthcare, life sciences, HCP/HCO data, compliance, commercial operations, or master data management.