Patriot Software
financial services
RetailOnboardingCoordinator
Neural analysis suggests this role is
optimal for Entry candidates.
“Retail Onboarding Coordinator at Patriot Software. Skills: Customer service, Onboarding, Customer experience management. Guiding new retail customers through the onboarding journey. Elevating customer experience”
What You'll Achieve.
Win new retail customers; Exceed expectations; Deliver exceptional value; Deliver a high-quality, end-to-end experience; Simplify, automate, spend wisely, and continuously improve; Pursue excellence; Exceed expectations; Learn and grow daily; Fill product gaps; Expand market share; Enhance the customer experience; Ensure completion of the onboarding and setup process; Promote customer engagement; Enhance the overall customer experience; Protect our company's brand; Focus on customer satisfaction
Industry & Context.
Problem-solver; Resourcefulness to find answers and resolutions
Ability to adapt to change quickly, Ability to handle sensitive customer information securely, Ability to adhere to company’s data protection protocols, Ability to sit or stand for extended periods (8+ hours) while working on a computer, Consistent, Reliable High-Speed Internet Access, Dedicated, quiet workspace free from distractions, Not open to applicants residing in: Alaska, California, Hawaii, Washington D. C., On-Camera Video Interviews, Photo Capture for Security, Geolocation tools may be used only to verify your location and ensure interview integrity
What They're Looking For.
Must Have
High school diploma or equivalent, 1+ years of experience in a Customer Support or Call Center setting, Exceptional customer service skills, including 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, attention to detail with the ability to accurately document customer interactions in a timely manner, ability to perform these tasks in a timely manner while maintaining a professional and efficient workflow, 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, Candidates legally eligible to work in the United States
Nice to Have
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
What You'll Do.
Guiding new retail customers through the onboarding journey
Elevating customer experience
Collecting feedback to enhance customer experience
and goals of the onboarding department
Delivering exceptional customer service experiences through personalized interactions with customers via phone
Understanding customers' needs
Identifying opportunities to fill product gaps
Generating innovative ideas to expand market share and enhance customer experience
Owning the customer onboarding experience
Providing onboarding and free setup assistance
Providing support from retail sign-up to account completion
Responding to inquiries
Addressing complaints
Conducting outreach to customers to ensure the completion of the onboarding and setup process
Developing resources that promote customer engagement and enhance the overall customer experience
Handling sensitive customer information securely
Following company’s data protection protocols
Accurate and timely documentation of customer interactions
How You'll Work.
Team & Collaboration
Collaborating remotely with team members; Attending meetings; Collaborate with your team to develop resources
Communication Scope
Verbal communication; Written communication
Full 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. 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. Position Information Job Title: Retail Onboarding Coordinator I Job Status: Full Time Location: Remote Compensation: Hourly (non-exempt) Position Type: Direct Hire, note, this is not a contract role Pay Range: $20.00 per hour Shift: 10 am - 7 pm ET Are you a driven problem-solver passionate about helping others in a fast-paced, collaborative environment? This role offers a meaningful career with a rapidly growing financial services company where you can challenge the status quo, exceed expectations, and learn and grow daily. This position demands quick learning and an unwavering positive attitude, even in challenging situations. You will be exp
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