Customer Success Engagement Rep

OpenKrill; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Mitratech is seeking an Engagement Representative to drive awareness and schedule onboarding demonstrations for our platform. You will collaborate with Partner & Customer Success and Account Management to keep the demo pipeline full and ensure smooth onboarding.

Ideal candidates demonstrate strong communication, thrive in high-volume outbound environments, and can coordinate with multiple teams. This role may involve administrative support and platform-related changes as needed.

Qualifications

• 1+ year of experience in customer service, telemarketing, administrative, or sales environments preferred
• Excellent verbal, written, and interpersonal communication; ability to adapt to various styles
• Proficient with CRM systems and MS Office; able to handle high call volumes
• Strong organizational skills; ability to juggle multiple priorities with urgency
• Able to work independently and in a team to meet targets

Responsibilities

• Serve as onboarding point of contact, coordinating with implementation and account teams
• Speak to product use cases or demonstrate solutions at a high level
• Make calls to employer groups to schedule demonstrations
• Maintain a full onboarding demo pipeline by proactively reaching out to new clients
• Set up partner portals and customize branding as needed
• Assist with bulk user and client uploads to create accounts
• Collaborate with Customer Support, Account Managers, Product, and Advisory Services for feedback
• Document relevant information in Salesforce and internal tools for teams
• Provide monthly updates on goals and KPIs to management and clients
• Perform other duties as assigned

Skills

Customer service

Communication

Phone etiquette

Organization

Teamwork

CRM proficiency

Education

Associate's degree

Tools

Salesforce

Microsoft Office

Outlook

Job description

At Mitratech, we are a team of technocrats focused on building world-class products that simplify operations in the Legal, Risk, Compliance, and HR functions. We are a close-knit, globally dispersed team that thrives in an ecosystem that supports individual excellence and takes pride in its diverse and inclusive work culture centered around great people practices, learning opportunities, and having fun! Our culture is the ideal blend of entrepreneurial spirit and enterprise investment, enabling the chance to move at a rapid pace with some of the most complex, leading-edge technologies available.

For over 35 years, the experts at Mitratech have been focused on solving the complex needs. Today, we serve 20,000 client companies of all sizes globally, representing 30% of the Fortune 500 and over 500,000 users in over 160 countries.

As we continue to grow, we’re always looking for resourceful, enthusiastic, and fresh perspectives. Join our global team and see what makes Mitratech a truly exceptional place to work!

Due to business and compliance requirements, this position is open only to candidates residing in MEXICO. Applications from candidates located outside this region will not be reviewed.

Job Overview

As the front line of awareness generation for our partner’s clients, the Engagement Representative (ER) is responsible for driving awareness identifying, contacting, and scheduling prospective employer groups for onboarding demonstrations of our platform. The ER works closely with Partner & Customer Success and Account Management to drive awareness and keep the demo webinar pipeline full.

This position requires a keen sense of prioritization, excellent communication skills, and comfort with high-volume outbound activity. The individual who fills this role needs to be resilient, coachable, and comfortable working in a fast-paced, frequently changing environment. This role works closely with our Account Management, Advisory Services, Marketing, and Product departments to build awareness and early-stage relationships with clients.

This role will also support existing customers with additional administration as needed, ongoing technical integrations, bulk uploads, and general administrative role changes.

Essential Duties & Responsibilities

• 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

Requirements & Skills

Required:

• 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

Preferred:

• 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

- Education Requirements

• Associate's degree OR equivalent combination of education and experience

We are an equal-opportunity employer that values diversity at all levels. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.