About the Role We are hiring a Senior Solutions Engineer to serve as the technical liaison in our sales process — from the first pre-sales call through partner launch. You will be embedded in the sales cycle as the technical expert — joining pre-sales calls, scoping integrations, running technical discovery, and staying with the deal all the way through to a successful partner launch. You'll work closely with Sales, Partnerships, Customer Success, Product, and Engineering. This role is the connective tissue between Sales and successful customer launches — and a key driver of Truemed's ability to close and onboard partners at scale. You are the bridge between a prospect's technical team and Truemed's product — making integration feel simple, predictable, and low-risk. When a deal has a technical question, you answer it. When a partner is ready to build, you guide them. When they're ready to go live, you make sure it happens cleanly. This role reports to the Director of Solutions Engineering and sits at the center of Truemed's GTM organization. You will partner closely with Revenue Ops, Product, and Engineering teams to ensure customers and partners have a best-in-class technical buying and integration experience. Truemed integrations span payment processors (Stripe, Adyen), ecommerce platforms (Shopify), and custom API-based implementations. You will be the technical expert prospects and partners turn to throughout this process — from first demo to final QA before go-live. If you love being the technical expert in a room full of sales conversations, and you get satisfaction from seeing a partner go live on something you helped design and scope — this role is for you. What You’ll Do - Own the technical relationship from first pre-sales call through partner go-live, serving as the primary technical point of contact for prospects and partners throughout the sales cycle - Lead technical discovery calls with prospects — understanding their existing stack, integration requirements, and technical constraints to design the right solution - Run product demos and technical presentations tailored to each prospect's use case, clearly articulating how Truemed's integration works and why it's the right fit - Serve as the technical voice in the room during sales cycles — handling objections, answering security and compliance questions, and de-risking deals before they stall - Scope and document integration plans for each new partner — producing clear, actionable technical specs that set the implementation team up for a fast, clean launch - Drive launch readiness — coordinating with partners, internal Engineering, and Customer Success to confirm technical milestones are met before go-live - Identify and flag integration risks early in the sales cycle so deals close with a clear, realistic implementation plan — not surprises post-signature - Partner closely with Account Executives throughout the sales cycle — aligning on deal strategy, prepping for technical calls, and ensuring the right technical narrative is in front of each prospect - Continuously improve the pre-sales-to-launch process — identifying bottlenecks, building templates, and creating repeatable patterns that speed up time-to-live - Own the pre-sales-to-launch handoff — creating documentation, briefing the implementation team, and ensuring nothing falls through the cracks between deal close and go-live - Build and maintain reusable integration playbooks, demo environments, and pre-sales assets that make it faster to move deals from technical discovery to signed contract - Act as the go-to technical resource for Sales and Partnerships — so they can always put a confident technical expert in front of a prospect or partner - Feed insights from the sales cycle back to Product and Engineering — surfacing recurring integration friction, feature gaps, and partner needs that inform the roadmap Why this Role Matters The Senior Solutions Engineer is the primary technical liaison throughout the sales cycle and into launch. From the first technical conversation with a prospect to the moment a partner goes live, this person owns the technical relationship — answering integration questions, designing solutions, and ensuring a smooth handoff to implementation. Without a strong pre-sales technical presence, deals stall on integration questions, timelines slip, and partners launch with preventable issues. This role exists to eliminate that friction — ensuring every prospect gets a confident technical answer and every new partner launches successfully. As Truemed scales, we need someone who can be the technical anchor for our go-to-market team — showing up early in the sales cycle, staying engaged through contract close, and driving a clean, confident launch. What Success Looks Like In this role, success means: - Sales and Partnerships always have a confident technical expert to bring into a deal — you are that person - Prospects get their technical questions answered quickly and accurately — deals no longer stall on integration uncertainty - New partners launch faster and with fewer surprises — integration plans are clear and complete before contracts are signed - Technical win rates improve — your involvement in deals meaningfully increases the likelihood of a close - The handoff from pre-sales to implementation is smooth — your documentation and prep mean the launch team hits the ground running - You've built a library of reusable pre-sales assets — demos, integration guides, FAQs — that make it faster for the whole team to sell and onboard - Product and Engineering have a clear window into what's blocking or slowing deals — because you're consistently surfacing what you hear in the field - Truemed has a reputation as a technically credible, easy-to-integrate partner — and you're a core reason why Who You Are - Someone who creates structure out of ambiguity and finds efficient, repeatable ways to solve complex technical problems - A collaborative team player who shares knowledge generously, mentors peers, and helps raise the technical bar across the team - Commercially minded — you understand the sales motion and know how to move a deal forward technically without losing the business context - Credible with technical buyers, business stakeholders, and internal executives alike - Comfortable going deep in APIs, integrations, workflows, and data flows while translating complexity into clear business recommendations - Highly organized and metrics-driven, with strong instincts for prioritization, inspection, and operational excellence - Energized by the pre-sales process — you genuinely enjoy being in front of prospects, owning the technical conversation, and helping close deals - Comfortable operating in a high-growth startup environment where speed, ownership, and adaptability are critical - Willing to be hands-on when needed, especially in a scaling environment Qualifications - 5+ years in Solutions Engineering, Sales Engineering, Solutions Architecture, Partner Engineering, Technical Account Management, or related customer-facing technical roles - Demonstrated experience owning the technical sales process — from pre-sales discovery and demos through integration scoping and partner launch - Strong technical fluency with APIs, webhooks, JSON, system integrations, and data flows Experience supporting complex integrations across payments, ecommerce, or platform infrastructure - Proven track record of improving technical win rates, shortening time-to-launch, or reducing post-sales integration issues - Experience working cross-functionally with Sales, Partnerships, Product, Engineering, and Customer Success - Strong executive communication skills with the ability to translate technical complexity into clear business recommendations - Experience creating pre-sales collateral and integration documentation — proposals, architecture diagrams, integration guides, technical FAQs - Strong operational instincts around forecasting, pipeline inspection, and identifying deal risk early Preferred - Experience in fintech, healthtech, healthcare infrastructure, ecommerce, or payments - Familiarity with regulated or compliance-driven workflows is a plus Logistics - Location: Los Angeles / SF / Austin preferred // Remote-available About Truemed Truemed is building the payment infrastructure for better health. Our platform helps qualified consumers to use HSA/FSA funds on eligible health and wellness purchases while helping merchants unlock a powerful new growth channel through compliant eligibility and substantiation workflows. By removing the complexity around eligibility, compliance, and reimbursement, Truemed allows partners to offer seamless HSA/FSA purchasing experiences directly within their checkout flows. As Truemed scales, we are expanding the technical capabilities that power these integrations across ecommerce, payments, and healthcare systems. Comp and benefits - Comp and equity in the top decile for Series A startups - Comprehensive medical, dental, and vision insurance with employer sponsored HSA contributions - 401(k) - Unlimited PTO - Based in San Francisco, Los Angeles, or Austin - Coworking stipend - L&D Stipend - 2x/year company offsites and 2x/year team offsite

• Understand and uncover business challenges and issues faced by the customer and be able to run a targeted discovery sessions or workshop • Engage with business users to define, create, and showcase solution prototypes • Build and present customized demos for customers, trade shows, and webinars • Confidently present and articulate the business value of the Sigma platform to all levels within an organization • Deliver product, technical, and security related responses on RFPs/RFIs • Participate in product, sales, and relevant technology certifications to acquire, maintain, and grow skill sets • Work as a team player by contributing, learning, and sharing new knowledge • Be conversant in integration and data migration approaches to facilitate enterprise-type sales cycles • Manage multiple customer engagements concurrently • Attain quarterly and annual objectives assigned by management • Become a Sigma champion and product expert, prospects and customers will look to you for advice and expertise

• Gain access to and manage relationships with customer technical staff functions to understand their requirements and challenges effectively. • Qualify sales opportunities by understanding customer technical requirements, decision-making processes, and underlying demand drivers. • Uncover and articulate the business value of Boomi's Enterprise Platform • Create compelling presentations that demonstrate to technical as well as business decision-makers how Boomi effectively addresses pain points. • Provide technical expertise and guidance throughout the sales process, ensuring a smooth transition from presales to implementation. • Understand the competitive landscape and position Boomi's solutions effectively against competitors. • Collaborate with sales teams, solution architects, leaders, and cross-functional technical groups to ensure a consistent and effective approach to solution application and development. • Stay updated on industry trends, the competitive landscape, and emerging technologies relevant to Boomi's offerings (Agentic AI, iPaaS, APIM, B2B/EDI, Business Process Automation, Managed File Transfer, Data Integration and Data Governance).

• Gain access to and manage relationships with customer technical staff functions to understand their requirements and challenges effectively. • Qualify sales opportunities by understanding customer technical requirements, decision-making processes, and underlying demand drivers. • Uncover and articulate the business value of Boomi's Enterprise Platform. • Create compelling presentations that demonstrate to technical as well as business decision-makers how Boomi effectively addresses pain points. • Provide technical expertise and guidance throughout the sales process, ensuring a smooth transition from presales to implementation. • Understand the competitive landscape and position Boomi's solutions effectively against competitors. • Collaborate with sales teams, solution architects, leaders, and cross-functional technical groups to ensure a consistent and effective approach to solution application and development. • Stay updated on industry trends, the competitive landscape, and emerging technologies relevant to Boomi's offerings (Agentic AI, iPaaS, APIM, B2B/EDI, Business Process Automation, Managed File Transfer, Data Integration and Data Governance).