Customer Engagement Representative

Position Overview

The Customer Engagement Representative is responsible for qualifying warm leads through Marketing and booking appointments for the outside sales representatives. This is a hybrid position (4 days per week on-site in Madison) and will require someone with great time management, customer service, and organization skills. The ideal person will also have strong phone communication skills.

• Qualifies inbound marketing leads and schedules sales appointments.
• Utilizes the Customer Relationship Management (CRM) system and follows 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 a high level of product knowledge to support a high 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 off‑site when needed.
• Follows company policies and procedures including quality and safety.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and function in a fast‑paced environment where priorities may change rapidly. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

• Self‑driven with the ability to quickly establish a high level of integrity and trust with customers.
• Strong business acumen, including fundamentals of business management.
• Proficient with Microsoft Office, including Outlook, Word, and Excel (basic).
• 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 good rapport and handle situations with confidence, tact, and resourcefulness.

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

$21.80 - $26.70 per hour. Actual compensation packages take into account a wide range of factors that are unique to each candidate. The disclosed reasonable estimate has not been adjusted for geographic differential. The total compensation package may also include an annual performance bonus, medical/dental/vision benefits, 401(k) match, and/or other applicable compensation plans.

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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 available at: http://(Use the "Apply for this Job" box below)..