[Remote] Engagement Representative l (Customer Sales - SaaS)

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