Engagement Representative I (Seasonal)

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. What We Believe In 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: Seasonal (June 1 - September 1, 2026) Location: 100% remote Compensation: Hourly (Non-Exempt), No Commission Position Type: Seasonal Pay Range: $20.00 per hour Shift: 10 am - 7 pm ET What You’ll Be Doing: 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. 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