At a glance
- Workplace
- Remote
- Location
- Remote Mexico · Mitratech MX
About the role
- The Engagement Representative serves as the front line of awareness generation for the partner's clients, driving awareness by identifying, contacting, and scheduling prospective employer groups for platform onboarding demonstrations.
- The role works closely with Partner & Customer Success and Account Management to keep the demo webinar pipeline full and support existing customers with administration, technical integrations, and bulk uploads.
Responsibilities
- Serve as a point of contact during onboarding, coordinating with implementation and account teams to ensure accurate, seamless setup and provisioning.
- Maintain working knowledge of products to speak to or demo use cases at a high level.
- Make calls into employer groups to schedule demonstrations of product/platform.
- Keep the onboarding demo pipeline full by proactively reaching out to new clients through calling.
- Set up new partner portals and edit existing partner portals, including any custom branding or edits required.
- Assist with bulk user and client uploads to set up clients in the platform.
- Partner with Customer Support, Account Managers, Product, Advisory Services, and Customer Success Manager to capture product feedback and stay up to date on platform changes.
- Track and document applicable fields within Salesforce.com and other internal tools to ensure pertinent information reaches correct teams and workspaces.
- Provide monthly updates on goals and KPIs for tracking and goal attainment to manager and utilization data to client.
- Perform other duties as assigned.
Requirements
- Excellent interpersonal, verbal, and written communication skills, including active listening and the ability to adapt to different communication styles.
- Effective customer service skills with a professional sense of compassion for difficult situations.
- Computer proficiency required, including Microsoft Office skills, email, internet, and CRM systems (e.g., Salesforce).
- Ability to manage heavy volume of phone communication.
- Ability to organize and efficiently manage multiple priorities with a sense of urgency.
- Ability to work effectively independently and as part of a team.
- Associate's degree OR equivalent combination of education and experience.
Preferred qualifications
- One or more years of experience in customer service, telemarketing, administrative, and/or sales environment preferred
- Experience contacting companies and individuals via phone in a high-volume capacity to generate new business or raise awareness
- Experience with Nooks, Orum, or similar auto-dialer technology
- Experience with Outreach, SalesLoft, or similar technology
- Experience in insurance, health care, or HR technology industries
Workplace
- Remote Mexico; Mitratech MX
Skills
- Microsoft Office
- Salesforce.com
- Nooks
- Orum
- Outreach
- SalesLoft
