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
The essential functions include, but are not limited to the following
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
Set up 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 document 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.
