Job Closed
This listing is no longer active.
Engagement Representative l
Location
United States
Posted
73 days ago
Salary
$20 / hour
Seniority
Mid Level
No structured requirement data.
Job Description
Engagement Representative l
Patriot Software
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: Full Time - Location: 100% remote - Compensation: Hourly (Non-Exempt), No Commission - Position Type: Direct Hire, note, this is not a contract role - Pay Range: $20.00 per hour - Shift: 10 am - 7 pm ET What You’ll Be Doing: 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. - 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 free from distractions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location & Commitments - Full-time, direct-hire, 100% remote role - Open to candidates legally eligible to work in the United States - Not open to applicants residing in: Alaska, California, Hawaii, Washington D.C. - Core hours: 10 am–7 pm EST, Monday–Friday - Some flexibility is required during busy seasons or critical “right-now” moments Equal Opportunity Patriot is an equal opportunity employer. We do not discriminate against any employee or job applicant on the basis of race, color, gender, national origin, age, religion, creed, disability or sex. More Reasons to Love Patriot Great products start with great people—which is why we invest in our team so they can do their best work. In addition to a culture that encourages innovation and ownership, our full-time employees enjoy a comprehensive suite of benefits that help our team thrive inside and outside of work. Learn more about our opportunities and benefits on our Careers page. Are you ready to take the next step in your career? -- Ready to take the next step in your career? We’d love to meet you. Privacy Notice To protect the privacy of our customers and employees, please do not include sensitive Personally Identifiable Information (PII)—such as Social Security Numbers, Dates of Birth, or W-2s—when submitting your application. Use of AI in the Hiring Process Thank you for your interest in Patriot Software! To support a fair and efficient hiring process, we use AI-powered tools to assist with resume screening, note-taking, and interview insights. These tools help us evaluate candidates consistently and in compliance with EEOC and all applicable laws. AI tools do not make hiring decisions—all decisions are made by our human hiring team. All applicants are evaluated based on their qualifications, skills, and experience. By submitting your application, you acknowledge the following: AI Usage - AI may analyze an applicant's video, including facial expressions, as part of assessing position fit. - AI tools may be used during interviews for note-taking, evaluating responses, and generating interview summaries. On-Camera Video Interviews - All interviews are conducted via video with cameras on to maintain compliance and security standards. - Patriot is a camera-on company for all video interactions. Photo Capture for Security - If selected to interview, you may be asked to provide or have a photo captured. - This photo is used only to verify that the same candidate is present throughout all interview stages. - Photos are not shared externally, used for any other purpose, or stored after the interview process. They are securely disposed of once the process is complete. Privacy & Data Use - Any photos are used solely for candidate verification. - Geolocation tools may be used only to verify your location and ensure interview integrity. - All geolocation use is limited to security and compliance needs and follows all applicable privacy laws.
Job Requirements
- 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.
- 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.
- 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 free from distractions
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Full-time, direct-hire, 100% remote role
- Open to candidates legally eligible to work in the United States
- Not open to applicants residing in: Alaska, California, Hawaii, Washington D.C.
- Core hours: 10 am–7 pm EST, Monday–Friday
- Some flexibility is required during busy seasons or critical “right-now” moments
Benefits
- Comprehensive suite of benefits that help our team thrive inside and outside of work.
- Equal Opportunity
- Patriot is an equal opportunity employer. We do not discriminate against any employee or job applicant on the basis of race, color, gender, national origin, age, religion, creed, disability or sex.
Related Guides
Related Job Pages
More Customer Advocate Jobs
Work From Home Sr. Advocacy Coordinator
Capital OneAt Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Work From Home Sr. Advocacy Coordinator The Senior Collections Customer Advocacy Coordinator serves as a Tier 2 escalation expert within Auto Finance. This role supports complex and high-risk auto finance accounts across all stages of collections while acting as a customer advocate and compliance partner. You will handle highly escalated customer interactions, support complaint resolution, assess regulatory risk, and contribute to continuous improvement initiatives through quality feedback and trend analysis. You will act as the bridge between frontline associates and complex resolution, utilizing strong de-escalation skills to prevent Tier 3 corporate complaints. Key Responsibilities: Escalation Management & Customer Advocacy: - Tier 2 Resolution: Manage inbound live calls from customers and frontline associates (consults) to resolve escalated issues - Complaint Research: Research and resolve customer/regulator complaints received via letter, inbound call, email, or NPS surveys results - De-escalation: Utilize advanced communication skills to handle upset customers, preventing further escalation to Office of the President (OOTP) Tier 3 levels - Outbound Engagement: Perform outbound calls to customers for follow-ups, including CAS requests, missing information, and denied requests efforts to improve customer experience Risk, Compliance & Strategy: - Risk Identification: Flag potential regulatory compliance violations or risk events immediately - Trend Analysis: Identify and provide feedback on recurring trends regarding customer friction points - Documentation: Create professional customer responses for complaints and maintain thorough documentation in accordance with company standards Operational Support: - Subject Matter Expert (SME): Serve as an SME for complex collections, escalations, and policy interpretations for internal teams - Special Projects: Participate in projects supported by CCAT, including process enhancements and departmental initiatives - Loss Mitigation: Support customers with repayment plans, hardship program enrollment, and resolution pathways Technical Proficiency: Candidates must have the ability to navigate multiple applications simultaneously to assist customers efficiently. - Communication & Collaboration: Slack, Google Chat, Google Workspace (Sheets, Docs, Slides, Forms) - Core Systems: Titan/Ease, Dionysus, Remtico, TMS - Data & Monitoring: Atticus/Kibana, Unidentified Log, Vessel, Sentinel - Verification & Compliance: Innovis, Intellicheck, Empath Job Level: Sr Coordinator Schedule: 9:00am-6:00pm or 10:00am-7:00pm Monday-Friday CST Basic Qualifications: - High School Diploma, GED, or equivalent certification - At least 3 years of Customer Service or Call Center Experience - At least 1 year of Auto Finance Loss Mitigation experience - At least 1 year of experience using Google Suite or Microsoft office Preferred Qualifications: - At least 4 years of Customer Service or Call Center experience - At least 2 years of Auto Finance Loss Mitigation experience - At least 1 year of experience supporting cross-functional teams or special projects Work from Home Technology Requirements: - Secure home office environment that is free from background noise and distractions - Reliable private internet connection that is not supplied via cellular data or hotspot is required - A private network that is password protected where you have ownership or line of site sight to every device on the network - Internet service must be provided by Cable or Fiber Internet Service Providers (ISP) - Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions - Associates must maintain a minimum of 100 Mbps download / 10 Mbps upload speed from their internet provider - To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page - Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Location Requirements: This role is 100% work from home. We are unable to consider applicants who do not meet the required Capital One Work at Home compatible internet access or who live in the states of California, Hawaii, or US territories. Work from home U.S. based associates are not permitted to work internationally, outside of the continental United States (i.e. Hawaii or U.S. Territories), or California. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $49,800 - $56,900 for Sr. Advocacy Coordinator (Corp) Plano, TX: $49,800 - $56,900 for Sr. Advocacy Coordinator (Corp) Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Client Relations Specialist
Guidant FinancialHelping small business owners get financing to start, buy or grow a business.
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Client Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide. This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success. What You'll Be Doing - Lead onboarding meetings and guide clients through their service setup and expectations - Educate clients on accounting best practices and software (e.g., QuickBooks Online) - Support technical setup including bank feeds, integrations, payroll imports, and account connections - Manage client communications, answering questions related to accounting, services, pricing, and processes - Help clients navigate product changes, including upgrades, downgrades, and billing adjustments - Proactively manage client workflows and timelines to ensure a smooth onboarding experience - Resolve client issues and prevent escalations through strong problem-solving and communication - Collaborate with internal teams to coordinate client needs and improve processes - Build a strong understanding of small business operations across various industries What Makes You Successful - You can simplify complex topics for clients - You stay organized and proactive in a fast-paced environment - You take ownership of client experience and outcomes - You’re comfortable working independently while collaborating with a team
Customer Service Advocate II - Outbound
Centene CorporationTransforming the health of the communities we serve, one person at a time.
You could be the one who changes everything for our 28 million members as a Customer Care professional at Centene. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Sponsorship and future sponsorship are not available for this opportunity, including employment-based visa types H-1B, L-1, O-1, H-1B1, F-1, J-1, OPT, or CPT. Hours 10:30a-7p CST Position Purpose: Delivers education and information to members and/or providers on behalf of the customer service team to help inform them of the latest updates or changes made to products, gather information, and ensure a successful experience. Facilitates the reach outs via outbound calls to provide providers with timely, accurate, and personalized support. - Reaches out to members and/or providers for educational or informational purposes to help support solutions or concerns - Escalates calls in the event providers are unable to deliver solutions - Serves as the front-line support on various member and/or provider inquiries, requests, or concerns - Assists with sharing product awareness campaigns, policy changes, directory audits, monthly provider satisfaction surveys, and basic claims related outreach with providers - Maintains performance and quality standards based on established contact center metrics - Expands knowledge on primary market and/or plan, and may expand to cover additional markets and/or plans that may require minor research (e.g., benefits eligibility) - Documents information including demographics, call summaries, and communications for quality and performance tracking through the Customer Relationship Management (CRM) applications - Remains up-to-date and adheres to quality standards, regulation, and all other policies to ensure quality, consistency, and compliance - Performs other duties as assigned - Complies with all policies and standards Education/Experience: Requires a High School diploma or GED. Requires 1 – 2 years of related experience. May require vocational or technical education in addition to prior work experience. Vocation or technical education may include additional on-the-job training or continuous learning education. Experience in a contact center environment preferred. Pay Range: $17.84 - $28.02 per hour Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
Quality Care Member Advocate
Centene CorporationTransforming the health of the communities we serve, one person at a time.
You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Sponsorship and future sponsorship are not available for this opportunity, including employment-based visa types H-1B, L-1, O-1, H-1B1, F-1, J-1, OPT, or CPT ***Highly preferred that candidate resides in the state of North Carolina in either Buncombe, Cumberland or surrounding areas. Role will require local travel.*** Position Purpose: Serves as a vital link between members and the healthcare system, focusing on improving health outcomes by identifying and closing care gaps. This role emphasizes community engagement, member education, and collaboration with providers and internal teams to ensure members receive timely, appropriate care and support. - Conduct outreach to members in the community to identify care gaps and connect them with appropriate healthcare services and resources. - Perform home visits or community-based assessments to evaluate member needs and identify social determinants of health that may prevent members from accessing preventive or follow-up care, and facilitate care coordination. - Serve as a member advocate by helping individuals navigate complex healthcare and social service systems. Assist with scheduling appointments, understanding care plans, and accessing benefits or entitlements, ensuring members receive the support needed to close care gaps and maintain continuity of care - Collaborate with providers to share quality performance data (e.g., HEDIS, CAHPS) and support improvement initiatives. - Educate members on preventive care, chronic condition management, and available community resources. - Document member interactions, care gap closures, and referrals in the appropriate systems. - Partner with internal departments (e.g., Quality, Care Management, Provider Relations) to align efforts and improve member outcomes. - Monitor and report on outreach effectiveness and care gap closure metrics. - Maintain compliance with state and federal regulations and organizational policies. - Participate in seasonal campaigns and quality initiatives to improve member engagement and health outcomes. - Serve as a community ambassador, building relationships with local organizations and stakeholders. - Performs other duties as assigned. - Complies with all policies and standards. Education/Experience: Bachelor's Degree Social Work, Public Health, Nursing, or related field; or equivalent experience required 2+ years In community health or healthcare quality required Experience working with health plan members and navigating community resources required Familiarity with Medicaid / Medicare programs and quality measures (e.g., HEDIS) required Strong communication and interpersonal skills Pay Range: $27.02 - $48.55 per hour Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act



