Job Title: Product Expert Reports to : Product Expert Manager Department: Product Expert Team Location: White Plains, New York Position Summary: The Myriad Systems Product Expert is responsible for advancing the sales process by scheduling and delivering impactful demonstrations of our EHR software, while also identifying opportunities to cross-sell additional service lines that align with client needs. The Product Expert will be responsible for managing a robust calendar of demos, ensuring that each session is informative, engaging, and tailored to meet the needs of prospective clients. The goal will be to schedule and complete multiple demos per week, with each demo lasting approximately 30 minutes. As a Product Expert with a Sales Focus, you will not only be responsible for delivering tailored, engaging demonstrations of Myriad Health’s EHR & Billing Software but also for driving sales and client conversions. You will collaborate closely with the sales team, assist with negotiations, and close deals, ensuring a smooth transition from demo to onboarding. You will leverage your knowledge of Practice Management solutions to understand client needs, provide product insights, and build long-lasting client relationships. Key Performance Areas & Key Performance Indicators: Schedule and Conduct Demos (40%) Proactively scheduling and conducting virtual product demonstrations to highlight the features, functionalities, and benefits of Myriad’s EHR software. Performance is primarily measured by two key metrics: the number of meetings scheduled with new prospective clients and the number of demos completed each week. The goal is to schedule and conduct at least five meetings and five demos weekly. These activities are tracked and verified through CRM reports and logged calendar invites to ensure consistency and accountability.

Engage Prospects (10%) Tailor your presentations to encourage engaging, two-way discussions, and consistently follow up with demo leads who has not committed to sign up. Your ability to connect with prospects and maintain momentum after the demo is crucial to your success. Ensure that your demos include active client participation, such as asking questions or joining the discussion. This will be tracked through your post-demo assessments and reviewed demo recordings. Follow up with demo leads and all prospective clients within 24–48 hours, with activity tracked in the CRM system.

Product and Pricing Knowledge (10%) Maintain up-to-date knowledge on all EHR software features and pricing updates to ensure you deliver accurate and relevant information during product demos and service line discussions. Complete quarterly product knowledge assessments evaluated through both formal testing and interactive calls.

Customer Relationship Management (10%) Effectively use CRM tools to log demos, follow-ups, and client interactions, ensuring a seamless and well-documented sales process. Log activities in the CRM within 24 hours of occurrence, as tracked by CRM timestamps. Act as the primary point of contact for prospects, providing timely support and coordinating with internal teams as needed. Complete follow-ups within 48 hours after client interactions, verified through CRM records and manager review.

Cross Sell & Up-Sell (10%) Introduce and present additional services during product demos and negotiations, enhancing value for the client and contributing to revenue growth. By understanding each client’s needs, you will recommend tailored solutions that complement the core EHR product. Track all service lines discussed during demos and prospective communications through CRM entries.

Onboarding & Post Sales Support (10%) Ensure a smooth transition from sales to onboarding by providing accurate client information, actively participating in client kick-off meetings, and supporting the onboarding team to resolve any potential roadblocks. Your involvement helps set clear expectations and contributes to a seamless client experience from the very start. Ensure deals have all the required documentation completed and submitted before hand-off, verified through CRM or deal folder audits. Schedule client kick-off calls within 3 business days for closed deals, tracked via calendar or CRM. Attend your assigned client kick-off calls, as recorded in calendar.

Continuous Learning & Knowledge Sharing: (10%) Stay informed on the latest product updates and industry trends to deliver compelling, high-impact demos. Actively engaging in internal training, contributing to team feedback sessions, and applying client insights to refine your approach are key to improving both presentation quality and customer satisfaction. Attend internal trainings and continuing education sessions, tracked through attendance records. Participate in internal training and share feedback with the team to continuously improve the sales and demo processes Regularly review and incorporate client feedback to enhance product presentations and overall customer satisfaction Continuous improvement in product knowledge through internal collaboration to align with performance goals. Minimum Qualifications Required Skills/Abilities: Minimum of 3 years of experience in a sales role that involved conducting demos, either in-person or virtually. Experience with EHR software or related technology is a plus. Demonstrated ability to effectively present and sell software solutions, with a strong track record of meeting or exceeding sales targets. Proficiency in using CRM software and other client management tools (Monday.com preferred) Proven experience in a customer-facing role, with a strong sales background Strong understanding of EHR, Billing Software, or related healthcare solutions (preferred but not required) Excellent verbal and written communication skills with the ability to convey complex information clearly and effectively Education and Experience: High school diploma required Bachelor’s degree in healthcare or business admin preferred. Minimum of one year of experience in a telemarketing role. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Competencies Operations Knowledge - Thoroughly understands the operational procedures for his/her position and how they affect or relate to other departments in the company. Serves as an expert for others. Product Knowledge - Has a broad knowledge of the products and services offered. Is aware of the features and pricing of the products and services they support. Is able to recommend the appropriate product or service that will meet the customer's needs. Compliance Knowledge - In addition to having a solid knowledge of general bank-wide regulations, the employee has a thorough knowledge of regulations & laws that relates to his/her department. Other employees might rely on this employees’ compliance knowledge to answer questions. Sales & Service - Is able to lead a team to achieve sales goals while balancing the needs of the customer. Coaches/teaches sales methods to those they supervise. Provides a consistent level of service to all internal and/or external customers. Maintains good communication by keeping the customer up-to-date on the progress of a request. Follows through on requests, questions, or complaints. Displays a positive, professional image and maintains composure at all times. Teamwork - Able to build morale and group commitments to goals and objectives; Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Computer Skills - Demonstrates a solid understanding of the technology utilized in his/her position. Consistently looks for ways to use technology to create efficiencies. Able to troubleshoot minor problems. May serve as an expert to others. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Strength - Employee must be able to stand and/ or sit for periods of time while waiting on customers. Employee may be required to walk, reach, lift, carry and bend. This job also requires the ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs. Finger Dexterity - Employee will have to use fingers to make small movements, such as typing, picking up small objects, or pinching fingers together. Talking – The ability to convey information accurately by speaking to customers and other employees. Hearing - Able to hear average or normal conversations and receive ordinary information. Visual Abilities – Specific vision abilities used by the job are close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Employer reserves the right to change this job description at any time, should business needs arise.