Customer Success Engagement Representative
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Job Description
Customer Success Engagement Rep driving awareness and onboarding demos for Mitratech’s legal, risk, compliance, and HR software. Managing partner portals, client uploads, CRM tracking, and customer administration.
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 and speak to or demo use cases at a high level
- Make calls to employer groups to schedule product/platform demonstrations
- Proactively reach out to new clients by calling to keep the onboarding demo pipeline full
- Set up new partner portals and edit existing partner portals, including custom branding or required edits
- 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 current on platform changes
- Track and document applicable fields in Salesforce.com and other internal tools
- Provide monthly updates on goals and KPIs to the manager and utilization data to the client
- Support existing customers with additional administration, ongoing technical integrations, bulk uploads, and general administrative role changes
- Perform other duties as assigned
Requirements:
- One or more years of experience in customer service, telemarketing, administrative, and/or sales environment preferred
- 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
- 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
- Associate's degree OR equivalent combination of education and experience
- Position open only to candidates residing in Mexico
Benefits:
- Diverse and inclusive work culture
- Learning opportunities
- Equal-opportunity employment
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