Customer Success Engagement Rep
Core
Front-line awareness generation for partner clients by identifying, contacting, and scheduling prospective employer groups for onboarding demonstrations of the Mitratech platform.
Role type
Customer Success Engagement Representative (Outbound/Sales Support)
Builds
Demo webinar pipeline and early-stage client relationships
Domain
Legal, Risk, Compliance, and HR technology
Deliverable
product features
Required skills
outbound calling, scheduling demonstrations, portal setup, bulk data uploads, CRM management, Microsoft Office proficiency
Preferred skills
high-volume telemarketing, auto-dialer technology (Nooks, Orum), sales engagement platforms (Outreach, SalesLoft), insurance/healthcare/HR tech industry experience
Responsibilities
Making calls to schedule product demonstrations, setting up new partner portals, assisting with bulk user/client uploads, coordinating onboarding setup, tracking Salesforce fields, providing monthly KPI updates
Seniority
Entry-level to Junior
