OptiMantra

Account Executive

• Conduct engaging and informative product demonstrations for prospective clients, showcasing the capabilities and benefits of OptiMantra’s platform
• Understand client needs and tailor demos to highlight relevant features that align with their practice workflows
• Collaborate with the sales, onboarding, and support teams to support customer acquisition efforts, including pre-demo preparation and follow-ups
• Maintain a strong understanding of the platform’s features and enhancements to ensure accurate and effective presentations
• Gather feedback from prospects and relay insights to the product and development teams for continuous improvement
• Assist in creating demo scripts, videos, and other educational materials to enhance the client experience
• Keep CRM systems up to date with comprehensive notes on interactions and progress
• Provide light technical assistance and troubleshooting during demos as needed
• Manage your schedule including handling a steady volume of demos and being on video calls for the majority of the day

Sales Representative

Customer Support

• Address OptiMantra customer support cases by phone, email, and video call
• Support testing of pre-release or recently released features
• Prepare customer-facing knowledge base reference articles and videos
• Support customer trainings and documentation as a subject matter expert in your focus area

Customer Support Specialist

Account Manager

• Serve as the primary point of contact for all of Cerbo OptiMantra's existing and prospective partner relationships
• Build and maintain deep, trust-based relationships with key partner stakeholders, ensuring ongoing alignment, satisfaction, and mutual value creation
• Develop and manage a structured partner engagement cadence — including business reviews, escalation paths, and joint planning sessions
• Identify, prospect, and close net-new strategic, technology, and channel partnerships that align with Cerbo OptiMantra's product vision and growth strategy
• Clearly articulate Cerbo OptiMantra's value proposition and the strategic rationale for partnership to prospective partners, executives, and internal stakeholders
• Own the full partnership lifecycle from initial outreach and evaluation through negotiation, contracting, and activation
• Drive and grow partnership-sourced revenue through co-selling arrangements, referral programs, and joint packaging opportunities
• Own the design, launch, and ongoing optimization of Cerbo OptiMantra's partner referral program
• Define and track revenue KPIs for the partnerships function, reporting regularly to the CPO and executive leadership on pipeline and performance
• Act as the internal advocate for partners, triaging issues and coordinating with Product and Engineering teams to resolve integration challenges and technical escalations
• Serve as a knowledgeable bridge between partners and internal technical teams — able to engage credibly on APIs, integrations, and platform capabilities at a conceptual level
• Contribute to integration roadmap prioritization by surfacing partner needs and market signals to the Product team
• Serve as a key input to Cerbo OptiMantra's M&A evaluation process, bringing market knowledge and partner intelligence to inform build/buy/partner decisions
• Assess the competitive and partnership landscape to identify strategic gaps and opportunities for inorganic growth or deep integration
• Partner closely with the CPO and executive team on long-term strategic planning, contributing a partnerships lens to product and company direction
• Lead and mentor junior partnerships team members as the function grows — fostering a culture of accountability, learning, and high performance
• Help define the structure, processes, and tooling needed to scale the partnerships organization over time
• Model the values and behaviors of a world-class partnerships function, even before a formal team is in place

Director of Partnerships

Implementation Specialist

• Lead new customers through onboarding and setup to ensure a smooth, confident start on the OptiMantra platform
• Train customers on platform features, workflows, and best practices
• Provide friendly, effective technical support via phone, email, and video calls
• Troubleshoot issues, think critically, and deliver solutions that make customers feel supported and heard
• Create and improve customer-facing knowledge base articles and training videos
• Partner with internal teams to improve processes, documentation, and the overall customer experience

Onboarding and Implementation Specialist

Controller

• Lead and manage and optimize the close process
• Supervise and quality-check all bookkeeping activity, ensuring accuracy and completeness
• Review and approve journal entries, account reconciliations, and financial statements
• Maintain and enforce accounting policies in line with GAAP and technical accounting standards
• Own the audit process end-to-end — project manage external auditors and ensure timely completion
• Manage all tax filings and extension renewals, including sales tax compliance across jurisdictions
• Maintain a proactive compliance calendar so no deadline is ever missed
• Coordinate with external tax accountants and legal counsel on technical accounting matters
• Identify and implement process improvements across the accounting function
• Continue and expand automation initiatives within the finance stack
• Champion an AI-first mindset — actively evaluate tooling opportunities to drive efficiency
• Build scalable workflows that support company growth without proportional headcount increases