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Sales Coordinator
OptiMantraSales Coordinator guiding customers through payment processing transition for healthcare tech platforms. Collaborating with sales and support teams, ensuring smooth activation and value communication.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong CommunicationPresentation SkillsCritical ThinkingAdaptabilityCustomer-Centric Mindset