Note: The job is a remote job and is open to candidates in USA. Patriot Software is a remote-first, product-led tech company focused on simplifying accounting and payroll for American businesses. The Retail Onboarding Coordinator I will be responsible for guiding new retail customers through the onboarding process, ensuring a positive customer experience, and collaborating with the team to enhance customer engagement.
Responsibilities
- 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
Skills
- 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
- 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
- Working knowledge of USA-based payroll and payroll tax
- Experience with CRM software is a plus
- Familiarity with payroll or accounting software
- Basic understanding of accounting principles
- A bachelor's degree in business, communications, accounting, or a related field
Benefits
- Comprehensive suite of benefits
Company Overview
- Patriot Software provides SaaS accounting software and payroll software for American businesses and their accountants. It was founded in 2002, and is headquartered in Canton, Ohio, USA, with a workforce of 51-200 employees. Its website is http://www.patriotsoftware.com/?utm_source=Crunchbase.