Customer Success Engagement Representative

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Act as a primary contact during the onboarding process, collaborating with implementation and account teams to guarantee precise and smooth setup and provisioning.

• Maintain an up-to-date understanding of products and be able to discuss or demonstrate use cases at a high level.

• Make calls to employer groups to arrange product/platform demonstrations.

• Proactively contact new clients by phone to ensure the onboarding demo pipeline remains robust.

• Set up new partner portals and modify existing ones, including custom branding or necessary edits.

• Assist with bulk user and client uploads to onboard clients onto the platform.

• Collaborate with Customer Support, Account Managers, Product, Advisory Services, and Customer Success Managers to gather product feedback and stay informed about platform updates.

• Track and log relevant information in Salesforce.com and other internal systems.

• Provide monthly updates on goals and KPIs to the manager, along with utilization statistics to clients.

• Support current customers with additional administration, ongoing technical integrations, bulk uploads, and general changes in administrative roles.

• Perform other assigned duties.

⛳️ Requirements

• A minimum of one year of experience in customer service, telemarketing, administrative roles, and/or sales environment is preferred.

• Strong interpersonal, verbal, and written communication skills, including active listening and the ability to adjust to various communication styles.

• Effective customer service abilities with a professional empathy for challenging situations.

• Proficiency in computer skills is required, including Microsoft Office, email, internet, and CRM systems (e.g., Salesforce).

• Capability to handle a high volume of phone communications.

• Ability to organize and efficiently manage multiple priorities with a sense of urgency.

• Ability to work effectively both independently and within a team.

• Experience reaching out to companies and individuals via phone in a high-volume setting to generate new business or increase awareness.

• Familiarity with Nooks, Orum, or similar auto-dialer technologies.

• Experience with Outreach, SalesLoft, or similar technologies.

• Background in insurance, health care, or HR technology sectors.

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

• This position is available only to candidates residing in Mexico.

🏝️ Benefits

• A diverse and inclusive work culture.

• Opportunities for learning and development.

• Commitment to equal-opportunity employment.