Engagement Representative I

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Logo of Patriot Software

Patriot Software

51 - 200 employees

☁️ SaaS

🤝 B2B

💰 Series B - Patriot Software on 2023-07

SaaS • B2B

Patriot Software is a U. S. -based company that provides cloud-hosted accounting and payroll software targeted primarily at small and medium-sized businesses. It offers subscription SaaS products including accounting, payroll (including full-service payroll and tax filing), time & attendance, HR features, and optional bookkeeping services, with mobile access and U. S. -based customer support.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• Comprehensive suite of benefits that help our team thrive inside and outside of work

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