# Categorization Specialist

**Company:** [Truemed](https://hotfix.jobs/companies/truemed)
**Location:** Remote
**Role:** Other
**Skills:** product categorization, eligibility determination, hsa/fsa compliance, irs publication 502, section 213(d), Regulatory Compliance, sku review, merchant catalog processing, clinical operations
**Posted:** 2026-07-20

> Categorization Specialists apply Truemed's eligibility framework to merchant products and SKUs for HSA/FSA compliance using IRS Section 213(d) standards. Requires clinical/compliance background, detail focus, and sound judgment for consistent categorization and escalations.

## Job Description

## Core Responsibilities

### Product Categorization & Eligibility Determination
- Apply Truemed's Product Eligibility Framework to categorize products within assigned Eligibility Category Groups (ECGs) using a 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 categories.
- Obtain 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).
- 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.

### Merchant Catalog Processing
- Process assigned merchant SKU lists (assigned 3 times a week) for specific specialties.
- 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.

### Daily Manual SKU Sweeps
- Conduct daily reviews of existing onboarded merchants' manually uploaded SKUs.
- Ensure compliance with established category standards and identify new product uploads or SKU variants.
- 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.

## Requirements
- Clinically and compliance-minded background in health, clinical, nutrition, pharmacy, regulatory/compliance, benefits eligibility, medical claims, or product/catalog categorization.
- Comfortable reading regulatory guidance (e.g., IRS Publication 502, Section 213(d)) and applying it consistently to real products.
- Detail-obsessed with ability to review high volumes of SKUs without losing precision.
- Sound judgment under ambiguity: know when a product fits precedent, is borderline, or needs escalation; document reasoning clearly.
- Self-directed and reliable; manage own workflow to hit 2-business-day turnaround targets.
- Comfortable with structured, repeatable rules-based work.
- Independent Contractor (evaluated every 3 months), 30–40 hrs/week.

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