Customer Engagement Representative

Job Description

Customer Engagement Representative is responsible for qualifying warm leads through Marketing and booking appointments for outside sales representatives. This hybrid position requires 4 days per week on-site in Madison and excellent time‑management, customer‑service, and organizational skills. The ideal candidate will have strong phone communication skills.

• Qualifies inbound marketing leads and schedules sales appointments.
• Utilizes the Customer Relationship Management (CRM) system following standard work procedures.
• 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 high product knowledge to support a high conversion rate from lead to appointment by providing consultations over the phone.
• Collaborates effectively with multiple departments such as Marketing, Sales, Research & Development, and Regulatory Affairs to support customer satisfaction.
• Attends, understands, and actively participates in Daily Management meetings to stay abreast of KPIs and top priorities including appointment metrics and conversion rates.
• 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 off‑site when needed.
• Follows company policies and procedures, including quality and safety.
• Travels up to 10% domestically.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The role requires functioning in a fast‑paced environment where priorities may change rapidly. Reasonable accommodations may be made for individuals with disabilities.

• High school diploma or equivalent required;
  Bachelor’s degree highly preferred.
• Minimum of 1 year of relevant customer service or related experience.
• Experience with CRM preferred;
  Microsoft Dynamics is a plus.

• Self‑driven with the ability to quickly establish integrity and trust with customers.
• Strong business acumen and fundamentals of business management.
• Proficient with Microsoft Office, including Outlook, Word, and basic Excel.
• Proven success in quickly learning computer systems.
• Excellent data entry accuracy and strong attention to detail.
• Effective verbal and written communication skills in English.
• Proficiency in reading and interpreting documents in English.
• Proven success in prioritizing assigned work.
• Ability to gather, understand, and interpret information.
• Good analytical and conceptual thinking skills.
• Ability to build and maintain rapport and handle situations with confidence, tact, and resourcefulness.

• Constantly sits.
• Frequently uses hands and fingers.
• Occasionally walks and stands.

Actual compensation packages take into account a wide range of factors that are unique to each candidate, including but not limited to geographic location; skill sets; relevant education and certifications; depth of experience; performance; and other business and organizational needs. The disclosed reasonable estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

At Envista, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. The total compensation package for this position may also include an annual performance bonus, medical/dental/vision benefits, 401K match, and/or other applicable compensation plans.

$20.70 - $28.40 per hour

Orascoptic

Envista and all Envista Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The “EEO is the Law” poster is…