Engagement Representative I

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.

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.