Inside Sales Representative

Job Description

Job Title: Product Expert (Inside Sales)

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. Not only will you earn a nice base salary, but you will have the potential to earn more with commission.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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…