About Us
Office Puzzle is an all-in-one platform that helps behavioral health, therapy, and home health providers focus on client care by simplifying scheduling, documentation, billing, and compliance. We reduce the administrative burden so providers can stay organized and deliver high-quality care.
We're a small, fast-moving team that cares deeply about our customers. Every role has real impact, and as we grow, your work will directly contribute to how we improve and scale our operations.
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About The Role
As a Product Specialist, you'll be the face of Office Puzzle for prospective customers–leading engaging product demos, answering platform questions, and ensuring leads understand the value of our solution. You'll also play a key role in supporting pre-sale logistics like scheduling, follow-up coordination, and lead handoffs.
This is a highly visible, cross-functional role ideal for someone who is personable, organized, and excited to blend communication, technology, and customer experience.
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Key Responsibilities
Lead Product Demos & Engagement
- Deliver live, high-impact product demos to prospective customers via video.
- Customize demo flow based on lead profile and use case.
- Answer product questions and articulate value clearly and confidently.
Support Sales & Scheduling Logistics
- Coordinate demo scheduling and follow-up communications.
- Track lead interactions and ensure timely responses to leads.
- Support Customer Enablement teams with lead documentation and handoffs.
Customer Education & Enablement
- Support customer-facing initiatives such as webinars or onboarding events.
- Help maintain demo scripts, email templates, and customer-facing documentation.
Future Growth Opportunities
As we grow, this role may also expand to include:
- Leading and developing webinar-based customer education programs.
- Creating short-form training videos or help center content for self-serve adoption.
- Supporting scaled onboarding or product marketing initiatives.
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Who Thrives in This Role
This role is a great fit for someone who:
- Communicates clearly, confidently, and with warmth.
- Feels energized by spending most of the day speaking with customers and being “on” during live interactions.
- Enjoys talking to people, asking questions, and tailoring conversations in real time.
- Is tech-savvy and quick to learn new platforms.
- Is highly organized and detail-oriented when managing multiple leads or tasks.
- Thrives in fast-moving, collaborative environments.
- Takes initiative and brings a service-first mindset to every interaction.
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Required Qualifications
- 3+ years of experience in a customer-facing role (sales support, onboarding, customer success, or education)
- Experience conducting virtual presentations or demos to external audiences.
- Strong written and verbal communication skills.
- High level of comfort learning and demonstrating software tools.
- Ability to manage multiple tasks and coordinate across teams.
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Nice to Have
- Experience in a SaaS or tech-enabled company
- Familiarity with healthcare, behavioral health, or ABA therapy
- Bilingual in English and Spanish
- Familiarity with tools like Zoom, HubSpot, Intercom, or Loom
- Background in webinars, customer education, or help center content creation
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Benefits
We offer a mix of meaningful benefits and a flexible, people-first culture. Here's what you can expect as part of the team:
- Health, dental, and vision insurance – 100% company-paid after 60 days of continuous employment
- Paid time off – 2 weeks of paid vacation per year, plus flexibility around sick days when you need them
- Remote-first culture – Work from wherever you're most productive
- Growth potential – As a fast-growing company, there's real opportunity to evolve your role and take on new challenges
- Guidance when you need it, ownership as you grow – We provide support and training upfront, with opportunities for more independence as you build confidence in the role
- A mission that matters – Help empower providers who are making a difference in ABA therapy, behavioral health, and home health care