Lab IT Solution Engineer

Job Summary

The Lab IT Solution Engineer reports directly to the Chief Services Officer and is focused on supporting the Sales organization. The Lab IT Solution Engineer serves as a technical and solutions-focused partner within JTG Consulting Group’s sales process, helping prospective and existing clients translate laboratory, technology, and operational needs into well-defined solutions.

The role applies laboratory IT expertise, problem-solving, and strong communication skills to support client discovery, scoping, estimating, proposal and Statement of Work (SOW) development, and the transition of awarded work to Services. Working collaboratively with Sales, Services, and JTG subject matter experts, the Lab IT Solution Engineer helps coordinate internal communication as well as gather and document requirements.

The Lab IT Solution Engineer owns the development and maintenance of accurate client quotes based on the scope, assumptions, resource requirements, pricing guidance, and delivery inputs validated by the appropriate Sales and Services stakeholders. The role helps ensure proposed solutions and related documentation are technically sound, appropriately scoped, accurately quoted, and aligned with client needs and JTG’s capabilities. The Lab IT Solution Engineer also supports pre-sales activities, including participating in client calls and presenting proposed quotes to clients as needed.

Job Duties and Responsibilities

Sales Engineering, Scoping & Solution Development

• Support the Sales opportunity owner during client discovery and scoping conversations by providing the Sales team with the technical and solution-focused questions needed to understand client objectives, workflows, systems, integrations, requirements, constraints, and success criteria
• Work with Sales, Services, and subject matter experts to translate client needs and technical requirements into clearly defined proposed solutions, including scope, deliverables, assumptions, exclusions, dependencies, resource requirements, and level-of-effort considerations
• Coordinate formal Services and subject-matter-expert review of proposed solutions to validate feasibility, resource requirements, delivery assumptions, risks, dependencies, and level of effort before a quote or SOW is released to the client. Lead the technical portion of client scope and solution walkthroughs in partnership with Sales, clearly communicating the recommended approach, deliverables, assumptions, exclusions, dependencies, and relevant solution considerations
• Collaborate with sales to address client questions and scope refinement as needed, coordinating internally to ensure changes are accurately reflected in the proposed solution and quote
• Identify technical, operational, integration, resource, and implementation considerations that may impact solution scope, timeline, cost, or delivery
• Support a structured transition of awarded work from Sales to Services, ensuring client requirements, assumptions, commitments, scope, and quoted services are clearly documented and communicated

Quoting & Proposal Development

• Own the development of client quotes based on the defined scope, resource requirements, level of effort, pricing structure, and applicable JTG standards
• Ensure quotes accurately reflect the proposed scope of work, deliverables, assumptions, resources, timelines, and other applicable requirements
• Coordinate required review and approval of pricing, resource requirements, delivery assumptions, margin, and exceptions before finalizing client quotes. Sales owns commercial positioning and client negotiation.
• Maintain consistency and accuracy across scoping documentation, quotes, proposals, and SOWs
• Updates quotes when client requirements, scope, assumptions, or resource needs change during the sales process
• Support the development of proposals, SOWs, and other client-facing sales documentation by providing accurate technical, scoping, and pricing information
• Maintain appropriate documentation of quote assumptions, revisions, and approvals throughout the sales process
• Continuously identify opportunities to improve JTG’s scoping and quoting processes, tools, templates, and overall efficiency

Client Presentations & Technical Sales Support

• Support technical portions of client discussions, solution walkthroughs, presentations, and other pre-sales activities in partnership with the Sales opportunity owner
• Serve as a technical resource during prospective and existing client conversations, responding to questions and providing recommendations based on JTG’s capabilities and industry expertise
• Translate highly technical laboratory IT concepts into clear business and operational value for both technical and non-technical audiences
• Support Sales in addressing technical questions and client objections throughout the sales process
• Participate in onsite client meetings, workflow assessments, conferences, industry events, and other sales activities as needed

Sales Support & Market Knowledge

• Provide technical and subject matter expertise for Requests for Information (RFIs), Requests for Proposal (RFPs), and other prospective client inquiries
• Develop and maintain reusable solution engineering materials, including technical content, solution descriptions, scoping tools, quoting resources, and other sales resources
• Maintain current knowledge of JTG’s service offerings, capabilities, delivery models, and available expertise to appropriately position and quote solutions
• Maintain working knowledge of laboratory IT market trends, technologies, vendor solutions, and competitive offerings to effectively support client conversations
• Other tasks and projects as assigned

Job Qualifications

Education & Experience

• Bachelor’s Degree (required)
• Experience working as a Medical Laboratory Scientist (preferred)
• Minimum 5 years of experience in Laboratory Information Systems
• Minimum 5 years of experience in Clinical Processes
• Minimum 2 years of relevant experience working in solution engineering or HIT Implementation
• Demonstrated experience developing scopes, estimates, quotes, proposals, and Statements of Work for professional or technical services.
• Experience coordinating client requirements across Sales, technical subject matter experts, and service-delivery teams.
• Knowledge of clinical standards, documentation methods and existing practices
• Demonstrated technical skills and aptitudes related to all computer related activities
• Demonstrated ability to understand all laboratory related computer applications, and the ability to learn and apply new applications and programs

Competencies

•  Understanding of HIPAA, PHI security considerations, and healthcare data compliance
• Familiarity with clinical standards, clinical processes, laboratory workflows, documentation methods, existing practices and clinical lab regulations and quality management systems, i.e., FDA, CAP, CLIA, AABB, HIPAA, etc.
• Ability to work independently but also as part of a collaborative team
• Ability to work safely in active laboratory environments when required, including around biological specimens, chemicals, and other laboratory hazards, with appropriate training and protective equipment
• Ability to multitask in a fast-paced environment with rapidly changing priorities
• Exceptional verbal, and written communication skills
• Strong organizational skills
• Experience with Dynamics 365
• Experience with Microsoft 365
• Ability to work remotely
• Located within the Central or Eastern time zones
• Anticipated travel is 25% to 50% and may vary based on client engagements and business needs