Sales Coordinator

OptiMantra

Sales Coordinator guiding customers through payment processing transition for healthcare tech platforms. Collaborating with sales and support teams, ensuring smooth activation and value communication.

Posted 7/11/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and presentation skills to effectively educate customers on payments solutions while maintaining a customer-centric mindset. Proficient in managing customer interactions through CRM systems and adapting to various customer needs in a clinical or wellness setting.

Highest-signal resume keywords

Customer EngagementCommunication SkillsProblem-SolvingCRM Software ProficiencyHealthcare Technology Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong CommunicationPresentation SkillsCritical ThinkingAdaptabilityCustomer-Centric Mindset

Tools & Technologies

CRM SoftwareScheduling ToolsDatabasesEMR PlatformsPractice Management Platforms

Industry Keywords

Payments SolutionsCustomer ExperienceHealthcare TechnologyClinical SettingWellness Setting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Passion for educating and engaging customers around the value of our payments solutions
Strong communication and presentation skills, with the ability to explain complex concepts in an easy-to-understand manner
Ability to tailor conversations to various audiences, from solo practitioners to multi-provider clinics, across varying specialties
Excellent problem-solving skills with the ability to think critically and adapt to different customer needs
Comfort with technology, including scheduling tools, databases, and CRM software
Prior experience with EMR/practice management platforms, healthcare technology, payments, or working in a clinical or wellness setting is a plus
A customer-centric mindset with a focus on problem-solving and adaptability

Benefits

Comp & perks

Competitive compensation based on experience
Paid Time Off and company holidays
Comprehensive health, dental and vision benefits
Short-term and long-term disability insurance
401k plan with matching company contribution
Real ownership and impact in a fast-growing health tech company