Solutions Architect
Key Skills for This Role
Full Job Posting
What You’ll Do
Strategic Framework & Architecture
Develop and maintain comprehensive marketing technology strategies aligned with individual client business objectives and healthcare compliance requirements
Design and document integrated technology ecosystems for clients that connect CRM, EMR/EHR, marketing automation, and patient engagement platforms
Create detailed system architecture diagrams showing data flow, integration points, and dependencies across clients' full tech stacks
Establish governance frameworks for client data management, system access, and compliance with HIPAA and other healthcare regulations
Lead technology roadmap planning and technology evaluation processes for multiple healthcare clients
Healthcare Technology Integration
Architect seamless integrations between client marketing systems and clinical platforms (EMR/EHR) to enable patient journey optimization
Design data synchronization protocols between client CRM systems and electronic health records while maintaining strict compliance standards
Develop patient engagement workflows that leverage clinical data for personalized marketing communications across diverse client environments
Ensure client marketing technology stacks support patient acquisition, retention, and care coordination initiatives
Systems Architecture & Data Flow Management
Map and optimize data flow between client IVR systems, call tracking platforms, CRM, marketing automation tools, performance marketing and other tools as required
Design attribution models in partnership with Analytics that connect patient touchpoints from initial marketing engagement through clinical outcomes for each client
Develop comprehensive patient journey mapping that incorporates both marketing and clinical system touchpoints across various client environments
Create data integration strategies for client scheduling systems, patient portals, and appointment management platforms
Establish real-time and batch data synchronization protocols across all connected client systems
Platform Setup & Configuration
Lead the setup, configuration, and technical architecture of CRM systems, marketing automation platforms, and other MarTech tools for healthcare clients
Design system configurations that enable internal workflow teams to build effective patient engagement campaigns for clients
Establish proper data models, field mapping, and segmentation structures within client CRM and marketing automation tools
Configure integrations and API connections to support seamless data flow between all client MarTech systems
Monitor client system performance and recommend optimizations for improved efficiency and patient experience
Client Management & Communication
Serve as the primary technical consultant for healthcare clients on marketing technology initiatives
Present complex technical concepts and system architectures to client executives and stakeholders
Collaborate with client clinical operations, IT, compliance, and marketing teams to align technology initiatives
Lead client discovery sessions to understand existing technology landscapes and integration requirements
Provide ongoing strategic guidance and technical support throughout client engagements
Ideal Qualifications
- Healthcare Technology Experience
- 8+ years of experience in marketing technology with at least 4 years specifically in healthcare environments or serving healthcare clients
- Deep expertise with CRM platforms in healthcare settings (Salesforce Health Cloud, Microsoft Dynamics Healthcare, Epic Cheers or similar)
- Extensive experience with EMR/EHR systems integration (Epic, Cerner, Allscripts, or other major platforms)
- Proven track record of working within HIPAA-compliant environments and understanding healthcare data regulations
- Experience managing multiple client relationships and delivering technical solutions across diverse healthcare organizations
- Technical Systems Knowledge
- CRM Systems Mastery: Expert-level knowledge of CRM platforms in healthcare settings (Salesforce Health Cloud, Microsoft Dynamics Healthcare, Epic Cheers or similar) including advanced configuration, customization, and integration capabilities
- Strong understanding of IVR systems architecture, call routing, and integration capabilities
- Experience with call tracking platforms and phone system integrations (CallRail, DialogTech, Invoca, or similar)
- Deep knowledge of marketing automation platform setup and configuration (Marketo, Pardot, HubSpot, SFMC or similar) with healthcare-specific requirements
- Knowledge of patient scheduling systems and appointment management platforms
- Understanding of patient portal technologies and their integration requirements
- Technical Skills
- Proficiency in creating detailed system architecture diagrams and technical documentation
- Advanced CRM configuration and customization skills including field management, automation rules, and user permissions
- Platform setup and configuration expertise including API understanding, data mapping, and system architecture
- Experience with data integration tools and ETL processes
- Knowledge of database management and SQL for data analysis and troubleshooting
- Understanding of security protocols and compliance requirements in healthcare technology
- Strategic & Communication Skills
- Proven ability to translate client business requirements into technical specifications
- Strong project management skills with experience leading complex, multi-system implementations across multiple clients
- Excellent presentation and communication skills for both technical and executive client audiences
- Experience with vendor management and technology procurement processes for healthcare organizations
- Consulting experience with ability to manage multiple client relationships simultaneously
Perks and Benefits
- Competitive Salary
- Health, Dental and Vision benefit packages to fit all types of lifestyles
- Life, Short- and Long-Term Disability Insurance paid 100% by the company
- FSA / HSA Options
- 401(K) with a generous company match program
- Flexible Paid Time Off (aka- unlimited)
- Paid Parental Leave
- Hybrid and Remote work schedules available
- Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
- Employee Referral Program
About Us
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise. We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins. We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences. Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.
Equality Opportunity Employer Statement Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
About Unlock Health
Full-service healthcare marketing communications agency and managed care consultancy serving U.S. healthcare providers.
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