Engagement Representative I

Job Description

Job Description

Let Us Introduce Ourselves

We're Patriot Software - a remote-first, product-led tech company on a mission to make accounting and payroll fast, simple, and affordable for millions of American businesses. With 175+ team members across the U.S. and a collaborative office hub in Canton, Ohio, we're building software that empowers the backbone of the American economy.

Creating great products starts with creating an environment where people thrive. That means connection, clarity, growth, high trust, and a culture where ideas move quickly and quality matters.

Our team lives by six core values that guide how we work, build, and serve:

• Be Customer Obsessed : We start with our customers and work backward to deliver exceptional value.
• Lead With Speed : We move fast, take smart risks, and stay ahead by acting boldly.
• Don't Cut Corners : We own our technologies and operations to deliver a high-quality, end-to-end experience.
• Create a Better Us : We simplify, automate, spend wisely, and continuously improve.
• Follow The Golden Rule: We treat others with respect, invite feedback, and commit even when we disagree.
• Grow, Be a Leader : We expect leadership at all levels and pursue excellence as a high-accountability, high-trust team.

If this sounds like a place where you'd thrive, keep reading—your next opportunity might be here.

Summary:

• Job Title: Engagement Representative l
• Job Status: Full Time
• Location: 100% remote
• Compensation: Hourly (Non-Exempt), No Commission
• Position Type: Direct Hire, note, this is not a contract role
• Pay Range: $20.00 per hour
• Shift: 10 am - 7 pm ET

What You'll Be Doing:

Earn a consistent, reliable income; no commission structure. This SaaS sales role focuses on building genuine, long-term relationships with prospective customers. You'll guide potential customers through our accounting and payroll software, ensuring it meets their needs without overpromising—integrity is at the heart of all we do. If the software doesn't currently offer a needed feature, you'll submit feedback to our team and, with permission, follow up if it's developed in the future.

• 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.

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.

What You'll Need:

• 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

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

Location & Commitments

• Full-time, direct-hire, 100% remote role
• 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

Equal Opportunity

Patriot is an equal opportunity employer. We do not discriminate against any employee or job applicant on the basis of race, color, gender, national origin, age, religion, creed, disability or sex.

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. Learn more about our opportunities and benefits on our Careers page.

Are you ready to take the next step in your career?

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Privacy Notice To protect the privacy of our customers and employees, please do not include sensitive Personally Identifiable Information (PII)—such as Social Security Numbers, Dates of Birth, or W-2s—when submitting your application.

Use of AI in the Hiring Process Thank you for your interest in Patriot Software! To support a fair and efficient hiring process, we use AI-powered tools to assist with resume screening, note-taking, and interview insights. These tools help us evaluate candidates consistently and in compliance with EEOC and all applicable laws.

AI tools do not make hiring decisions—all decisions are made by our human hiring team. All applicants are evaluated based on their qualifications, skills, and experience.

By submitting your application, you acknowledge the following:

• AI may analyze an applicant's video, including facial expressions, as part of assessing position fit.
• AI tools may be used during interviews for note-taking, evaluating responses, and generating interview summaries.

• All interviews are conducted via video with cameras on to maintain compliance and security standards.
• Patriot is a camera-on company for all video interactions.

• If selected to interview, you may be asked to provide or have a photo captured.
• This photo is used only to verify that the same candidate is present throughout all interview stages.
• Photos are not shared externally, used for any other purpose, or stored after the interview process. They are securely disposed of once the process is complete.

• Any photos are used solely for candidate verification.
• Geolocation tools may be used only to verify your location and ensure interview integrity.
• All geolocation use is limited to security and compliance needs and follows all applicable privacy laws.