Sales Coordinator

Job Description

Job Description

The Company 

Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work, not the other way around. 

Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on. 

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that, at whatever size and pace they choose to grow. 

About the Role 

As a Sales Coordinator, you will plug in immediately after the sale and serve as the concierge between each new customer and our preferred and embedded payments partners. You'll guide customers through the transition from signed contract to active payments processing, making sure they land with the right partner and understand the value of processing payments within our platforms. Whether you're working with a solo practitioner or a multi-provider clinic, you'll combine payments expertise with a consultative, customer-first approach to build confidence, accelerate activation, and set every new account up for long-term success. 

Primary Responsibilities 

• 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 

Required Skills & Qualifications 

• 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 

Why You'll Love Working Here 

• 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 

Location: Atlanta, GA. This is a hybrid role.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.