Mitratech - Customer Success Engagement Rep
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 • Education: • Associate's degree OR equivalent combination of education and experience
Responsibilities
• The essential functions include, but are not limited to the following: • A point of contact during onboarding, coordinating with implementation and account teams to ensure accurate, seamless setup and provisioning. • Have a working knowledge of the product(s) and be able to speak to or demo use cases at a high level • Making calls into employer groups to schedule demonstrations of product/platform • Keeping onboarding demo pipeline full by proactively reaching out to new clients through calling • Setup of new partner portals and edits of existing partner portals, including any custom branding or edits required • Assist with bulk user and client uploads to set up clients in 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 • Tracking and documenting applicable fields within Salesforce.com and other internal tools to ensure pertinent information is reaching the 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
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