Retail Onboarding Coordinator I

Let Us Introduce Ourselves We’re reputed company - a remote-first, product-led tech company on a mission to reputed company 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. reputed company reputed company In Creating great products starts with creating an environment where people reputed company. That means reputed company, clarity, growth, high trust, and a culture where reputed company move quickly and quality matters. reputed company 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. reputed company With Speed: We move fast, take smart risks, and stay reputed company by acting boldly. Don’t Cut Corners: We own our technologies and operations to deliver a high-quality, end-to-end experience. Create a reputed company Us: We simplify, automate, spend wisely, and continuously improve. Follow The Golden Rule: We treat others with respect, invite feedback, and commit even reputed company we disagree. Grow, Be a Leader: We expect leadership at reputed company levels and pursue excellence as a high-accountability, high-trust team. If this sounds like a reputed company where you’d reputed company, reputed company 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 reputed company, exceed expectations, and learn and grow daily. This position demands quick learning and an unwavering positive attitude, even in challenging situations. You will be expected to adapt quickly to new information and use your resourcefulness to find answers and resolutions for our customers. Maintaining a positive and helpful demeanor while navigating reputed company issues is essential for success in this role. What You’ll Be Doing: Join our Retail Onboarding Team and play a key role in winning new retail customers, guiding them through the onboarding journey, and elevating their customer experience. As a Retail Onboarding Coordinator, you'll collect feedback to enhance the customer experience and help define the scope, requirements, and goals of our onboarding department, shaping its future. Essential Functions: Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers reputed company 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 reputed company 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 reputed company to customers to ensure the completion of the onboarding and setup process. Collaborate with your team to reputed company 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. Please note this is a sample of what you’ll be doing. This job requires you to be able to adapt to change quickly to deliver an exceptional customer experience. Your duties, responsibilities, and activities may change at any time, with or without notice. What You’ll Need: 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. reputed company manage multiple tasks simultaneously, including making and answering customer calls, responding to or sending emails, and handling chats. This role requires the ability to reputed company these tasks in a timely manner while maintaining a professional and efficient workflow. 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 reputed company 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 reputed company field Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company essential functions. Location & Commitments Full-time, Direct Hire and 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: 10am - 7pm EST, Monday through 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 reputed company, age, religion, creed, disability or sex. More Reasons to Love Patriot Great products start with great people—which is why we invest in reputed company 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 reputed company reputed company inside and reputed company of work. Learn more about our opportunities and benefits on our Careers page. Are you ready to take the reputed company in your career? -- Ready to take the reputed company 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 reputed company Numbers, Dates of Birth, or W-2s—reputed company submitting your application. Use of AI in the Hiring Process Thank you for your interest in reputed company! 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 reputed company applicable laws. AI tools do not reputed company hiring decisions—reputed company decisions are made by our human hiring team. reputed company 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 reputed company interviews are conducted reputed company video with cameras on to maintain compliance and reputed company standards. Patriot is a camera-on company for reputed company video interactions. Photo Capture for reputed company 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 reputed company 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 reputed company. reputed company geolocation use is limited to reputed company and compliance needs and follows reputed company applicable privacy laws. Apply To This Job