What are the responsibilities and job description for the Sales Executive position at Clerie?
Company Description Clerie is an electronic health record (EHR) platform that integrates a HIPAA-compliant AI assistant to help automate everyday practice operations. The system supports tasks such as scheduling appointments, drafting case notes, generating custom reports, and managing insurance claims with minimal manual effort. Healthcare professionals can choose to complete tasks themselves or delegate them to Clerie’s AI-driven workflows. By streamlining administrative processes, Clerie enables practices to focus more on patient care while improving efficiency and accuracy.
Role Description This full-time Sales Executive role is a hybrid position based in Provo, UT, with flexibility for part-time work from home. The Sales Executive will identify and qualify prospective mental health practices, conduct product demonstrations, and manage the full sales cycle from initial outreach to closing. Responsibilities include building and maintaining a robust sales pipeline, nurturing long-term relationships with clients, and collaborating with marketing and product teams to refine messaging and offerings. The role also involves preparing proposals, negotiating contracts, tracking performance metrics in CRM tools, and providing ongoing feedback from customers to support product improvement and market growth.
Qualifications
- Demonstrated skills in outbound and inbound sales activities, including prospecting, lead qualification, and closing deals.
- Experience in consultative selling, especially with SaaS, healthcare technology, or EHR solutions.
- Ability to build and maintain strong client relationships, with a focus on long-term account growth and retention.
- Proficiency with CRM software and sales productivity tools to manage pipelines, forecast revenue, and document interactions.
- Strong communication and presentation skills, including the ability to explain technical concepts in clear, accessible language.
- Comfort working in a hybrid environment, effectively coordinating on-site meetings in Provo, UT and remote activities.
- Background in healthcare, medical billing, or practice management is beneficial.
- Bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent relevant experience.
- Self-directed, goal-oriented mindset with the ability to meet or exceed sales targets in a fast-paced environment.