Customer Success Engagement Rep
New
M
MitratechHR technology
Location: Remote Mexico. This position is open only to candidates residing in MEXICO.Full-TimeJunior
Salary not disclosed
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Job Details
- Experience
- One or more years of experience in customer service, telemarketing, administrative, and/or sales environment preferred
- Required Skills
- SalesforceMicrosoft OfficeCustomer service
Requirements
- One or more years of experience in customer service, telemarketing, administration, and/or sales is preferred.
- Demonstrate strong interpersonal, verbal, and written communication skills, including active listening and adapting to different communication styles.
- Apply effective customer service skills and compassion in difficult situations.
- Have computer proficiency, including Microsoft Office, email, internet, and CRM systems such as Salesforce.
- Be able to manage a high volume of phone communication.
- Organize and manage multiple priorities efficiently with a sense of urgency.
- Work effectively independently and as part of a team.
- Experience with high-volume phone outreach to companies and individuals to generate business or raise awareness is preferred.
- Experience with Nooks, Orum, or similar auto-dialer technology is preferred.
- Experience with Outreach, SalesLoft, or similar technology is preferred.
- Experience in insurance, health care, or HR technology is preferred.
- Have an associate's degree or an equivalent combination of education and experience.
Responsibilities
- Coordinate onboarding with implementation and account teams to ensure accurate setup and provisioning.
- Maintain working knowledge of the products and explain or demonstrate use cases at a high level.
- Call employer groups to schedule product or platform demonstrations.
- Proactively contact new clients to keep the onboarding demonstration pipeline full.
- Set up new partner portals and edit existing portals, including custom branding.
- Assist with bulk user and client uploads to set up clients on the platform.
- Partner with Customer Support, Account Managers, Product, Advisory Services, and Customer Success to capture product feedback and stay current on platform changes.
- Track and document applicable information in Salesforce.com and other internal tools.
- Provide monthly updates on goals and KPIs to the manager and utilization data to the client.
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