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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and communication skills while effectively managing onboarding processes and client interactions. Proficient in utilizing CRM systems and managing multiple priorities in a fast-paced environment.
Highest-signal resume keywords
Customer Service SkillsSalesforce ProficiencyPhone Communication ManagementExperience with Auto-Dialer TechnologyExperience in Insurance or Health Care Industries
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM SystemsMicrosoft OfficeBulk User UploadsProduct DemonstrationsTechnical Integrations
Soft Skills
Interpersonal CommunicationActive ListeningAdaptabilityOrganizational SkillsTeam Collaboration
Tools & Technologies
SalesforceNooksOrumOutreachSalesLoft
Certifications & Qualifications
Associate's Degree
Industry Keywords
InsuranceHealth CareHR TechnologyTelemarketingCustomer Success
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Serve as a point of contact during onboarding, coordinating with implementation and account teams to ensure accurate, seamless setup and provisioning
- Maintain working knowledge of products and speak to or demo use cases at a high level
- Make calls to employer groups to schedule product/platform demonstrations
- Proactively reach out to new clients by calling to keep the onboarding demo pipeline full
- Set up new partner portals and edit existing partner portals, including custom branding or required edits
- Assist with bulk user and client uploads to set up clients in the platform
- Partner with Customer Support, Account Managers, Product, Advisory Services, and Customer Success Manager to capture product feedback and stay current on platform changes
- Track and document applicable fields in Salesforce.com and other internal tools
- Provide monthly updates on goals and KPIs to the manager and utilization data to the client
- Support existing customers with additional administration, ongoing technical integrations, bulk uploads, and general administrative role changes
- Perform other duties as assigned
Requirements
What you’ll need- 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
- 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
- Associate's degree OR equivalent combination of education and experience
- Position open only to candidates residing in Mexico
Benefits
Comp & perks- Diverse and inclusive work culture
- Learning opportunities
- Equal-opportunity employment