Retail Onboarding Coordinator I

🔥 26 minutes ago

🐻 Alaska, California, +2 more states – Remote

🐻 Alaska – Remote 🏄 California – Remote 🌺 Hawaii – Remote ☕ Washington – Remote

💵 $20 / hour

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

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Patriot Software

WebsiteLinkedInAll Job Openings

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

• Join our Retail Onboarding Team and play a key role in winning new retail customers, guiding them through the onboarding journey, and elevating their customer experience. • Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers via phone, live online chat, and email (no robots here!). • Work independently for approximately 80% of the day, while collaborating remotely with team members and attending meetings as needed. • Become an expert in understanding our customers' needs, identifying opportunities to fill product gaps, and generating innovative ideas to expand our market share and enhance the customer experience. • Drive growth in our retail channel by owning the customer onboarding experience, providing onboarding, free setup assistance, and support from retail sign-up to account completion. • Respond to inquiries, address complaints, and resolve issues, focusing on customer satisfaction and protecting our company's brand. • Conduct outreach to customers to ensure the completion of the onboarding and setup process. • Collaborate with your team to develop resources that promote customer engagement and enhance the overall customer experience. • Handle sensitive customer information securely and follow the company’s data protection protocols. • Maintain strong attention to detail and ensure accurate and timely documentation of customer interactions.

🎯 Requirements

• A high school diploma or equivalent. • 1+ years of experience in a Customer Support or Call Center setting. • Exceptional customer service skills, including strong verbal and written communication. • Self-motivated and able to work independently in a fast-paced environment for approximately 80% of the day, effectively managing tasks without constant supervision. • Proficient with technology, with the ability to quickly learn and adapt to new software and tools. • Efficiently manage multiple tasks simultaneously, including making and answering customer calls, responding to or sending emails, and handling chats. This role requires the ability to perform these tasks in a timely manner while maintaining a professional and efficient workflow. • 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. • 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