Job Description
Note: The job is a remote job and is open to candidates in USA. Patriot Software is a rapidly growing financial services company focused on making accounting and payroll simple and affordable. They are seeking a Retail Onboarding Coordinator to guide new retail customers through the onboarding process and enhance their overall experience. 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 Benefits Remote first work Paid time off and paid holidays Medical, dental, and vision insurance Section 125 HSA and FSA accounts Benefits starting 1st of the month after hire Company-paid life, short-term, and long-term disability insurance 401(k) with company match Up-to-date hardware and equipment provided Flexible scheduling and opportunities for advancement Engaging and collaborative company culture Education reimbursement 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