OptiMantra

Sales

• Own the payments handoff at the point of sale, ensuring every new customer is engaged quickly and routed to the right partner before momentum is lost
• Connect customers with the right payments partner and guide them through a smooth activation experience
• Collaborate with the sales, onboarding, and support teams to ensure a seamless handoff and consistent customer experience
• Maintain a strong understanding of the payments value propositions across both platforms to communicate them accurately and effectively
• Assist in creating and refining payments value props and educational materials that enhance the customer experience
• Keep CRM systems up to date with comprehensive notes on interactions and progress
• Manage your schedule, including a steady volume of customer calls and being on video calls for the majority of the day
• Operate as a self-starter, owning outreach and follow-through without close supervision

Sales Coordinator

Product Marketing

• Positioning and messaging for Cerbo and OptiMantra, across verticals, buyer personas, and competitive context
• Sales enablement: battlecards, one-pagers, demo narratives, objection handling, and feature release kits that actually get used
• Feature and product launch GTM: from release notes to full campaign briefs, working hand-in-hand with product and CS
• Customer marketing enablement: supporting expansion motion, onboarding adoption, and case study development alongside the CS team
• Content infrastructure that scales: working with the broader marketing team to build assets that serve demand gen, AEO/GEO, and brand
• Competitive intelligence: owning an always-current view of how Cerbo and OptiMantra win, and how to talk about it
• New feature and AI product launches as an ongoing priority

Product Marketing Manager

Product Designer

• Build the design function.
• Establish design standards, a component library, and a shared design system.
• Own the end-to-end user experience for both platforms.
• Partner closely with Product and Engineering.
• Talk to users, run usability sessions, observe workflows and bring user evidence into every design decision.
• Design for AI.
• Ship production-ready designs quickly.

Design Lead

Executive Assistant

• Coordinate complex calendars, prioritize meetings, and proactively resolve scheduling conflicts
• Draft, review, and manage internal and external communications on behalf of the CEO and other executive team members
• Prepare agendas, take notes, and track action items for executive meetings and leadership off-sites
• Plan and manage travel itineraries, accommodations, and expense reporting
• Assist with special projects, research, and cross-functional initiatives as needed
• Handle sensitive information with discretion and professionalism
• Identify and implement systems and processes to improve executive productivity

Product Manager

• Lead the OptiMantra product squad: mentor, coach, and develop three PMs, holding them accountable to outcomes, not outputs
• Be the voice of OptiMantra—represent the product line to leadership, engineering, sales, support, and customers with clarity and consistency
• Own the product strategy and roadmap, working backward from outcomes (retention, activation, revenue, clinical efficiency) and prioritizing strategically
• Stay hands-on: at our size, you still own product surface directly through discovery, specs, and shipping
• Set the UX bar—hold the standard for clarity, guided experience, and simplicity across every feature and release
• Talk to users every week: clinicians, practice managers, and front-desk staff to gather firsthand signal
• Work cross-functionally with engineering, design, sales, and support; coordinate with the Cerbo Group PM when features span both platforms
• Drive AI adoption across OptiMantra—AI Scribe is live; intelligent workflows, clinical decision support, and predictive tooling are next
• Partner with the CPO on product strategy, org design, and long-term product vision

Group Product Manager

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