Categorization Specialist

The Role

Truemed is hiring Categorization Specialists to manage product eligibility determination for distinct Eligibility Category Groups (ECGs). Specialists are responsible for applying Truemed's product eligibility framework to incoming merchant catalogs, conducting daily SKU reviews, and maintaining category-specific comparable items. This role requires deep knowledge of assigned ECGs, understanding of HSA/FSA compliance standards, and attention to clinical rigor in product categorization.

Employee Type: Independent Contractor
Contract Duration: Evaluated every 3 months
Expected Hours: 30–40 hrs/week
Reports to: Clinical Operations Manager

Core Responsibilities

1. Product Categorization & Eligibility Determination

Primary Function: Apply Truemed's Product Eligibility Framework to categorize products within assigned ECGs using the established two-track system:

• Track 1 (Category Matching): Evaluate products against existing category standards and comparable approved products; confirm alignment with established precedent

• Track 2 (New Products): Identify products requiring secondary review; escalate to Clinical Operations with detailed research gaps and recommendations for new category

Key Activities:

• Obtain a deep understanding of compliance standards (IRS Publication 502) to assess products against Section 213(d)

• Match products with approved eligibility categories

• Flag products failing Section 213(d) criteria (general wellness, cosmetic, convenience, pharmaceutical, biologic)

Decision Authority:

• Approve products matching established category standards with clear precedent

• Escalate borderline cases, novel mechanisms, or missing documentation to Clinical Operations

• Reject products failing compliance standards

2. Merchant Catalog Processing

Primary Function: The specialist will be assigned merchants by the Clinical Operations team 3 times a week, to independently process the SKU list specific to the assigned specialty.

Key Activities:

• Review merchant-submitted catalogs for new SKUs and products

• Cross-reference products against approved category lists

• Identify merchant SKU errors

• Escalate new products to Track 1 or Track 2 evaluation process

3. Daily Manual SKU Sweeps

Primary Function: Conduct daily reviews of existing onboarded merchants' manually uploaded SKUs. Ensure compliance with established category standards and identify new product uploads or SKU variants.

Key Activities:

• Review new SKU uploads from live merchants

• Verify SKU compliance with category eligibility standards

• Confirm correct eligibility category assignment in system

• Ensure comparable items standards are applied where applicable

• Document any compliance issues

Who You Are

• Clinically and compliance-minded. You come from a health, clinical, nutrition, pharmacy, or regulatory/compliance background, or you have hands-on experience with benefits eligibility, medical claims, or product/catalog categorization. You are comfortable reading regulatory guidance and applying it consistently to real products.

• Detail-obsessed and consistent. You can review high volumes of SKUs without losing precision, and you apply the same standard to the 500th product as the first.

• Sound judgment under ambiguity. You know when a product clearly fits precedent, when it is borderline, and when to escalate rather than guess. You document your reasoning clearly.

• Self-directed and reliable. As a contractor you manage your own workflow to hit 2-business-day turnaround targets without daily oversight, and you communicate proactively when something is blocked.

• Comfortable with structured, repeatable work. You find satisfaction in getting a rules-based process right, not in reinventing it.