Customer Engagement Representative

Envista Holdings Corporation is a company focused on customer engagement, and they are seeking a Customer Engagement Representative. This role involves qualifying warm leads through marketing efforts and booking appointments for outside sales representatives, requiring strong communication and organizational skills.

Responsibilities

• Qualifies inbound marketing leads and schedules sales appointments
• Utilize the Customer Relationship Management (CRM) system and following standard work
• Maintains open communication with the field sales team to ensure a seamless transition of leads from Marketing to Sales
• Meets individual daily, monthly, and quarterly sales appointment targets
• Maintains a high level of product knowledge to support a high level of conversion rate from lead to appointment by providing prospective customers with consultations over the phone
• Effectively collaborates with multiple departments such as Marketing, Sales, Research & Development, and Regulatory Affairs when needed to support customer satisfaction
• Attends, understands, and actively participates in Daily Management meetings to stay abreast of Key Performance Indicators (KPIs) and top priorities including the status of appointment metrics and conversion rate
• Participates in continuous improvement activities under the Envista Business System (EBS) to contribute to a high-performing team while meeting customer satisfaction
• Attends required department trainings on and offsite when needed
• Follows company policies and procedures including quality and safety
• Travels up to 10% domestically

Skills

• High school diploma or equivalent required
• Minimum of 1 year of relevant customer service or related experience
• Self-driven and ability to quickly establish a high level of integrity and trust with customers required
• Strong business acumen including business management fundamentals required
• Proficient with Microsoft Office including Outlook, Word, and Excel (basic) required
• Proven success in quickly learning computer systems required
• Excellent data entry accuracy and strong attention to detail required
• Effective verbal and written communication skills in English required
• Proficiency in reading and interpreting documents in English required
• Proven success in prioritizing assigned work required
• Ability to gather, understand, and interpret information required
• Good analytical and conceptual thinking skills required
• Ability to build and maintain good rapport and handle situations with confidence, tact, and resourcefulness required
• Bachelor's degree is highly preferred
• Experience with CRM is preferred; Microsoft Dynamics is a plus

Benefits

• Annual performance bonus
• Medical/dental/vision benefits
• 401K match

Company Overview