Product Solution Specialist
Job 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 escalate 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, 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…