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 Demo Specialist, you will be the first real experience prospective clients have with OptiMantra's platform. You'll conduct engaging, personalized product demonstrations that go beyond feature walkthroughs — taking the time to understand each practice's unique needs and workflows, then showcasing exactly how OptiMantra can solve their challenges. Whether you're presenting to a solo practitioner or a multi-provider clinic, you'll combine product expertise with a consultative approach to educate, inspire confidence, and guide prospects toward the right solution.
Primary Responsibilities
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
Required Skills & Qualifications
Passion for educating and engaging prospective customers through software demonstrations
Strong communication and presentation skills, with the ability to explain complex concepts in an easy-to-understand manner
Ability to tailor demos to various audiences, from solo practitioners to multi-provider clinics, from varying specialties
Excellent problem-solving skills with the ability to think critically and adapt to different client needs
Comfort with technology, including scheduling tools, databases, and CRM software
Prior experience with EMR/practice management platforms, healthcare technology, 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: 100% Remote
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.