About Cleerly We’re Cleerly – a healthcare company that’s revolutionizing how heart disease is diagnosed, treated, and tracked. We were founded in 2017 by one of the world’s leading cardiologists and are a growing team of world-class engineering, operations, medical affairs, marketing, and sales leaders. We raised $223M in Series C funding in 2022 which has enabled rapid growth and continued support of our mission. In December 2024 we received an additional $106M in a Series C extension funding. Most of our teams work remotely and have access to our offices in Denver, Colorado, New, York, New York, Dallas, Texas, and Lisbon, Portugal with some roles requiring you to be on-site in a location. Cleerly has created a new standard of care for heart disease through value-based, AI-driven precision diagnostic solutions with the goal of helping prevent heart attacks. Our technology goes beyond traditional measures of heart disease by enabling comprehensive quantification and characterization of atherosclerosis, or plaque buildup, in each of the heart arteries. Cleerly’s solutions are supported by more than a decade of performing some of the world’s largest clinical trials to identify important findings beyond symptoms that increase a person’s risk of heart attacks. At Cleerly, we collaborate digitally and use a wide variety of systems. Our people use Google Workspace (GMail, Drive, Docs, Sheets, Slides), Slack, Confluence/Jira, and Zoom Video, prior experience in these areas is a plus. Role or department specific technology needs may vary and will be listed as requirements in the job description. While we are mostly a remote company, travel is required for some team meetings and cross function projects typically once per month or once per quarter, for some roles like sales or external facing roles travel could be up to 90% of the time. We are seeking a detail-oriented and highly reliable Sales Administrator to support our sales organization by handling critical administrative and operational tasks. This role is designed to increase sales productivity by offloading time-intensive, non-selling activities from Regional Sales Managers (RSMs), enabling them to focus on revenue generation and customer engagement. This position will report directly into the Sales organization and will play a key role in supporting large-scale account onboarding initiatives, including hub conversions and referring provider setup. This position is a part-time, temporary position with a 3 month duration, with the possibly of extension. Key Responsibilities Sales Support & Administrative Execution - Support Regional Sales Managers with non-selling activities, including data entry, account setup, and task coordination - Assist with preparation and organization of materials related to customer onboarding and account transitions - Track and manage task lists associated with key accounts and large-scale rollouts CRM & Data Management - Create and maintain customer and referring provider accounts within internal systems (e.g., Hub setup) - Ensure data accuracy, completeness, and consistency across platforms - Perform bulk uploads, data cleanup, and ongoing data maintenance Account Onboarding & Hub Support - Support large account transitions (e.g., hub conversions, etc.) - Assist in onboarding referring providers and configuring organizational structures - Coordinate with Sales, Client Success, and Operations teams to ensure timely and accurate setup Process Support & Improvement - Identify inefficiencies in workflows and help streamline processes - Assist in building simple trackers or tools to improve execution and visibility Qualifications - Experience with CRM systems (e.g., Salesforce) - Prior internship or experience in operations, analytics, or sales support - Strong attention to detail and ability to manage repetitive tasks with high accuracy - Highly organized with strong time management skills - Proficiency in Excel or Google Sheets - Strong communication skills and ability to work cross-functionally - Self-starter with a willingness to take ownership of tasks Preferred (Nice to Have) - Exposure to healthcare, medtech, or provider networks Impact of the Role This role directly improves sales efficiency by reallocating administrative workload away from high-cost sales resources. By supporting account onboarding and provider setup at scale, this position helps accelerate revenue realization and ensures smoother execution across key accounts. Compensation & Details - Hourly Rate: $20-$30/hour (based on experience) - Duration: [13 weeks, with potential extension] - Location: Remote w/ Occasional In-Person Engagement – Central US Preferred Why This Role This is a unique opportunity to gain hands-on experience within a high-growth healthcare technology company, working directly with a sales leadership team and contributing to initiatives that have a direct impact on revenue and business performance. Working at Cleerly takes HEART. Discover our Core Values: - H: Humility- be a servant leader - E: Excellence- deliver world-changing results - A: Accountability- do what you say; expect the same from others - R: Remarkable- inspire & innovate with impact - T: Teamwork- together we win Don’t meet 100 percent of the qualifications? Apply anyway and help us diversify our candidate pool and workforce. We value experience, whether gained formally or informally on the job or through other experiences. Job duties, activities and responsibilities are subject to change by our company. OUR COMPANY IS AN EQUAL OPPORTUNITY EMPLOYER. We do not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. For more information see our Privacy Policy (https://cleerlyhealth.com/privacy-policy). All official emails will come from @cleerlyhealth.com email accounts. #Cleerly

Description We are seeking a Sales Engineer with strong Salesforce expertise to support active sales cycles in a healthcare technology environment. You will partner closely with Sales to lead technical conversations with prospective clients, design solutions, and ensure deals are technically validated before close. This is a client-facing, revenue-support role, not a build or implementation position. Important Note for Applicants: This role requires direct experience supporting sales cycles. It is not a Salesforce developer or implementation role. What You’ll Own - Act as the technical partner to Sales throughout the deal cycle - Join and lead client-facing discovery and solutioning calls - Translate client requirements into clear, Salesforce-based solutions - Identify technical risks and constraints early - Support Sales in building client confidence and deal momentum - Create presales deliverables (solutions, assumptions, risks) - Align internally with Product and Engineering before commitments - Help standardize and scale the presales process Key Responsibilities - Lead technical discovery conversations with prospective clients - Understand workflows, data needs, and compliance considerations - Design high-level Salesforce solutions (configuration-first) - Evaluate tradeoffs between configuration and customization - Document requirements clearly for internal teams - Ensure smooth transition from sales ? implementation Requirements Must Haves - 5+ years in Sales Engineering, Pre-Sales, or Solutions Engineering - Experience directly supporting Sales and closing deals - 3+ years hands-on Salesforce experience - Proven experience leading client-facing technical conversations - Ability to translate business needs into scalable solutions Strongly Preferred - Experience in healthcare or regulated industries - Familiarity with compliance, data privacy, or patient workflows - Salesforce certifications What We’re Looking For - Strong client presence and communication skills - Commercial mindset with an understanding of sales cycles - Ability to simplify complexity for non-technical stakeholders - High ownership and ability to operate with limited structure What Success Looks Like - Strong technical validation during sales cycles - Increased win rates and deal confidence - Reduced implementation friction post-sale - Clear alignment across teams before deals close

• Manage a high volume of inbound inquiries from prospects via chat, phone, and web channels • Engage prospects in conversations to understand their goals • Identify, prioritize, and route high-quality sales opportunities to Account Executives • Operate consistently in a fast-paced, high-activity environment • Achieve booked meetings rate and meetings to deal rate metrics

• Help to coordinate sales activity from beginning to end. • Priority focus to secure initial meetings with new brands inclusive of pharmaceuticals. • A self-starter and independent worker: a true sales partner to the VP and SVP of sales, capable of running projects with limited day-to-day supervision. • Independently participates in brand research and outreach for target accounts. • Supports the sales process after the initial meeting through pricing, proposal development and contracting. • Maintains full ownership of the New Business "Early Funnel (Stage 1) pipeline in salesforce.com. • Strives for long-term relationships. As the industry leader with a 93% client renewal rate, PatientPoint identifies and fosters ongoing client relationships. • Outstanding organizational skills are a must. Ability to bring organization and anticipate client needs and next steps.