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Mitratech is a 35+ year-old enterprise software company serving 20,000 clients globally (including 30% of Fortune 500) across Legal, Risk, Compliance, and HR functions. The company operates in 160+ countries with 500,000+ users.
As a Customer Success Engagement Representative, you will be the front line for driving awareness and generating new business opportunities. You'll identify, contact, and schedule prospective employer groups for onboarding demonstrations of Mitratech's platform. Working closely with Partner & Customer Success, Account Management, Advisory Services, Marketing, and Product teams, you'll maintain a full pipeline of demo webinars while supporting existing customers with administrative tasks.
Key responsibilities include:
- Making outbound calls to employer groups to schedule product demonstrations
- Serving as a point of contact during client onboarding, coordinating with implementation and account teams for seamless setup
- Developing working knowledge of products and ability to discuss use cases and deliver high-level demos
- Setting up new partner portals and editing existing ones with custom branding as needed
- Assisting with bulk user and client uploads to platform
- Capturing product feedback and staying current on platform changes through collaboration with support, account management, product, and advisory teams
- Tracking and documenting information in Salesforce and internal tools
- Providing monthly updates on goals, KPIs, and utilization data to manager and clients
- Supporting existing customers with technical integrations and administrative role changes
You'll work in a fast-paced, frequently changing environment that values resilience, coachability, and strong prioritization skills. The role requires comfort with high-volume outbound activity and excellent communication.
REQUIREMENTS:
Required:
- One or more years of experience in customer service, telemarketing, administrative, and/or sales environment
- Excellent interpersonal, verbal, and written communication skills, including active listening and ability to adapt to different communication styles
- Effective customer service skills with professional compassion for difficult situations
- Computer proficiency including Microsoft Office, 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 sense of urgency
- Ability to work effectively independently and as part of a team
- Associate's degree OR equivalent combination of education and experience
Preferred:
- Experience contacting companies and individuals via phone in 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, healthcare, or HR technology industries
