[Remote] Engagement Representative I (Seasonal)

Note: The job is a remote job and is open to candidates in USA. Patriot Software is a remote-first, product-led tech company focused on simplifying accounting and payroll for American businesses. The Engagement Representative I will engage with prospective customers to discuss how the company's software can meet their needs, providing personalized customer service and advocating for customer feedback to influence product development.

Responsibilities

• Contact potential customers and follow up with leads to discuss how Patriot’s software can benefit their business
• Make connections with customers by providing personalized customer service via phone, live online chat, or email (no robots here!)
• Guide new customers through the initial setup process
• Use knowledge of Patriot’s accounting and payroll software to answer customers’ questions
• Be an internal customer advocate to help influence product development and new features
• Constantly learn and expand on your software knowledge, our new features, and accounting and payroll skills
• Work with a team to help solve customer problems and highlight the value of our software
• This job requires you to be able to adapt to change quickly in order to deliver an exceptional customer experience. Your duties, responsibilities, and activities may change at any time with or without notice

Skills

• High School Diploma, GED, or equivalent
• 1-2+ years of inside customer sales experience (SaaS preferred)
• Exceptional customer service skills, including strong verbal and written communication
• Proficient with technology, with the ability to quickly learn and adapt to new software and tools, including AI
• Able to work independently while effectively collaborating with team members through remote and in-person interactions, including attending meetings as needed
• Must have the ability to handle sensitive customer information securely and adhere to the company's data protection protocols
• Strong attention to detail with the ability to accurately document customer interactions in a timely manner
• Efficiently manage multiple tasks simultaneously, including answering customer calls, responding to emails, and handling chats. This role requires the ability to perform these tasks in a timely manner while maintaining a professional and efficient workflow
• Able to use strong problem-solving skills and think quickly on your feet
• This role requires sitting or standing for extended periods (8+ hours) while working on a computer
• Consistent, Reliable High-Speed Internet Access
• Dedicated, quiet workspace free from distractions

Company Overview