
11 - 50 employees
Founded 2011
☁️ SaaS
🤝 B2B
SaaS • B2B
OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.
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11 - 50 employees
Founded 2011
☁️ SaaS
🤝 B2B
SaaS • B2B
OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.
• 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
• 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
• 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
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