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. They are seeking an Engagement Representative to build long-term relationships with prospective customers, guide them through software features, and advocate for customer needs to influence product development.
Responsibilities
- Contact potential customers and follow up with leads to discuss how Patriot’s software can benefit their business
- Showcase our software to potential customers by providing demos via video call
- 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
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
- 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
Benefits
- Paid time off and paid holidays
- Medical, dental, and vision insurance
- Section 125 HSA and FSA accounts
- Company-paid life, short-term, and long-term disability insurance
- 401(k) with company match
- Up-to-date hardware and equipment provided
- Flexible scheduling and opportunities for advancement
- Engaging and collaborative company culture
- Education reimbursement
Company Overview
Patriot Software provides SaaS accounting software and payroll software for American businesses and their accountants. It was founded in 2002, and is headquartered in Canton, Ohio, USA, with a workforce of 51-200 employees. Its website is http://www.patriotsoftware.com/?utm_source=Crunchbase.