Job Description
**Job Description:**
Job Description
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 have great phone communication skills as well.
**Essential Duties and 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 p...
Job Description
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 have great phone communication skills as well.
**Essential Duties and 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 p...
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Submit ApplicationJob Details
- Location Madison, WI
- Job Type Full-time
- Category other-general
- Posted Date July 25, 2026
- Application Deadline July 30, 2026