[Hiring] Engagement Representative I @Patriot Software

Role Description

Looking for meaningful, short-term work this season? This role offers a reliable flat rate—no commissions, no pressure. You'll have real conversations with prospective customers, helping them explore whether our accounting and payroll software is the right fit. Integrity guides every interaction: if the software doesn't yet do what a customer needs, you'll pass that feedback along to our team and, with their permission, reconnect if things change.

• 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.

Please note this is a sample of what you’ll be doing. 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.

Qualifications

• 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
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Seasonal position (June 1 - September 1, 2026), 100% remote
• Open to candidates legally eligible to work in the United States
• Not open to applicants residing in: Alaska, California, Hawaii, Washington D.C.
• Core hours: 10 am–7 pm EST, Monday–Friday
• Some flexibility is required during busy seasons or critical “right-now” moments

Benefits

• Great products start with great people—which is why we invest in our team so they can do their best work.
• In addition to a culture that encourages innovation and ownership, our full-time employees enjoy a comprehensive suite of benefits that help our team thrive inside and outside of work.