Customer Engagement Representative

Orascoptic; Madison (WI); Hybrid; USD 30,000 - 37,000; Full time

Job summary

Envista is seeking a Customer Engagement Representative in Madison, WI. You will qualify warm leads from Marketing and book appointments for outside sales, using the CRM and following standard work.

This hybrid role requires strong time management, excellent phone communication, and a customer‑service mindset. You will collaborate with Marketing, Sales, R&D and Regulatory Affairs, participate in Daily Management meetings to monitor KPIs, and support a high‑performing team.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• Minimum 1 year of customer service experience.
• CRM experience preferred; Microsoft Dynamics a plus.

Responsibilities

• Qualifies inbound marketing leads and schedules sales appointments.
• Uses CRM and follows standard work processes.
• Communicates with field sales to transition leads from Marketing to Sales.
• Meets daily, monthly, and quarterly appointment targets.
• Maintains product knowledge to support lead-to-appointment conversions via phone.
• Collaborates with Marketing, Sales, R&D, and Regulatory Affairs as needed.
• Participates in Daily Management meetings to monitor KPIs and priorities.
• Supports Envista continuous improvement within the EBS framework.

Skills

Self-driven

Business acumen

Microsoft Office

Data entry accuracy

English communication

Active listening

Prioritization

Education

High school diploma

Bachelor’s degree preferred

CRM experience preferred

Tools

Microsoft Dynamics

CRM system

Job description

Job Description

• Qualifies inbound marketing leads and schedules sales appointments.
• Utilize the Customer Relationship Management (CRM) system and following standard work.
• Maintains open communication with the field sales team to ensure a seamless transition of leads from Marketing to Sales.
• Meets individual daily, monthly, and quarterly sales appointment targets.
• Maintains a high level of product knowledge to support a high level of conversion rate from lead to appointment by providing prospective customers with consultations over the phone.
• Effectively collaborates with multiple departments such as Marketing, Sales, Research & Development, and Regulatory Affairs when needed to support customer satisfaction.
• Attends, understands, and actively participates in Daily Management meetings to stay abreast of Key Performance Indicators (KPIs) and top priorities including the status of appointment metrics and conversion rate.
• Participates in continuous improvement activities under the Envista Business System (EBS) to contribute to a high-performing team while meeting customer satisfaction.
• Attends required department trainings on and offsite when needed.
• Follows company policies and procedures including quality and safety.

The Customer Engagement Representative is responsible for qualifying warm leads through Marketing and booking appointments for the outside sales representatives. This is a hybrid position (4 days per week on-site in Madison) and will require someone with great time management, customer service, and organization skills. The ideal person will have great phone communication skills as well.

Essential Duties And Responsibilities

• Qualifies inbound marketing leads and schedules sales appointments.
• Utilize the Customer Relationship Management (CRM) system and following standard work.
• Maintains open communication with the field sales team to ensure a seamless transition of leads from Marketing to Sales.
• Meets individual daily, monthly, and quarterly sales appointment targets.
• Maintains a high level of product knowledge to support a high level of conversion rate from lead to appointment by providing prospective customers with consultations over the phone.
• Effectively collaborates with multiple departments such as Marketing, Sales, Research & Development, and Regulatory Affairs when needed to support customer satisfaction.
• Attends, understands, and actively participates in Daily Management meetings to stay abreast of Key Performance Indicators (KPIs) and top priorities including the status of appointment metrics and conversion rate.
• Participates in continuous improvement activities under the Envista Business System (EBS) to contribute to a high-performing team while meeting customer satisfaction.
• Attends required department trainings on and offsite when needed.
• Follows company policies and procedures including quality and safety.

Job Requirements

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This individual must be able to function in a fast-paced environment, where priorities may change rapidly. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And Experience

• High school diploma or equivalent required; Bachelor’s degree is highly preferred.
• Minimum of 1 year of relevant customer service or related experience
• Experience with CRM is preferred; Microsoft Dynamics is a plus

Skills And Abilities

• Self-driven and ability to quickly establish a high level of integrity and trust with customers required.
• Strong business acumen including business management fundamentals required.
• Proficient with Microsoft Office including Outlook, Word, and Excel (basic) required.
• Proven success in quickly learning computer systems required.
• Excellent data entry accuracy and strong attention to detail required.
• Effective verbal and written communication skills in English required.
• Proficiency in reading and interpreting documents in English required.
• Proven success in prioritizing assigned work required.
• Ability to gather, understand, and interpret information required.
• Good analytical and conceptual thinking skills required.
• Ability to build and maintain good rapport and handle situations with confidence, tact, and resourcefulness required.

Physical Demands

• Constantly sits.
• Frequently uses hands and fingers.
• Occasionally walks and stands.

IND123

Actual compensation packages take into account a wide range of factors that are unique to each candidate, including but not limited to geographic location; skill sets; relevant education and certifications; depth of experience; performance; and other business and organizational needs. The disclosed reasonable estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Envista, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. The total compensation package for this position may also include an annual performance bonus, medical/dental/vision benefits, 401K match, and/or other applicable compensation plans.

$21.80 - $26.70 per hour

Operating company: Nobel Biocare

Envista and its family of companies (Envista) will not accept unsolicited resumes from any source other than directly from a candidate. Envista will consider unsolicited referrals and/or resumes submitted by vendors such as search firms, staffing agencies, professional recruiters, fee-based referral services and recruiting agencies (Agency) to have been referred by the Agency free of charge and Envista will not pay a fee for any placement resulting from the receipt such unsolicited resumes. An Agency must obtain advance written approval from Envista's internal Talent Acquisition or Human Resources team to submit resumes, and then only in conjunction with a valid fully-executed contract approved by the Global Talent Acquisition leader and in response to a specific job opening. Envista will not pay a fee to any Agency that does not have such agreement and written approval in place.

Envista and all Envista Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The EEO is the Law poster is available at: https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf