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US

  • Contact potential customers and showcase how Patriot’s software can benefit their business.
  • Provide personalized customer service via phone, live online chat, or email, guiding new customers through the initial setup process.
  • Constantly learn and expand on software knowledge, including new features, and accounting and payroll skills to help solve customer problems.

SaaS Customer Service Communication Problem-solving Technology

20 jobs similar to Engagement Representative

Jobs ranked by similarity.

$71,000–$87,000/yr
US

  • Generate new and repeat sales by providing product and technical information.
  • Determine customer requirements and recommend specific products and solutions.
  • Accurately process customer transactions, including orders, quotes, or returns.

Trace3 provides technology solutions and consulting services. They have over 1,200 employees and a startup culture with a scalable business.

US Unlimited PTO

  • Conduct outreach to both cold and warm inbound leads.
  • Execute Documo’s sales processes and methodology.
  • Consistently achieve and exceed revenue and performance targets.

Documo helps businesses digitize and streamline their document workflows with a B2B SaaS platform. They're a fast-growing company that values strong culture, prioritizes customer success and design excellence, and invests in top talent.

US

  • Field 30-40 inbound calls per day requiring active listening and documenting customer details.
  • Quickly understand and analyze customer needs to provide logical solutions.
  • Explain DDC’s products and services in a professional manner via phone, email, text message, or chat.

Eurofins Scientific is an international life sciences company, providing analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. In over just 30 years, Eurofins has grown to 55,000 staff across a decentralized network of 900 laboratories in over 50 countries.

US 3w PTO

  • Act as the first line of communication for customer inquiries, providing timely, accurate, and friendly support.
  • Build strong working relationships with educators, administrators, and program leaders.
  • Conduct routine customer outreach to support adoption, usage, and engagement.

Age of Learning is a leading developer of Pre-K through 5th grade learning resources. They help children build a strong foundation for academic success and a lifelong love of learning and have served over 50 million children worldwide.

US 4w PTO

  • Manage calls professionally for a diverse range of businesses and professionals.
  • Accurately take and promptly deliver messages with a touch of flair.
  • Book appointments using user-friendly software like Calendly, making scheduling a breeze.

Veta Virtual is an innovative start-up revolutionizing the customer experience industry. They provide top-tier, customized phone call management solutions to businesses of all sizes, ensuring seamless and efficient communication and foster a culture of continuous learning and growth.

$24,960–$36,960/hr
US

  • Conduct thorough discovery calls with inbound leads to understand their tax issues and financial situation.
  • Review client-provided documents and system data to recommend customized resolution programs.
  • Own the full sales process from consultation to enrollment, ensuring a smooth client experience.

TaxRise provides tax relief services, offering hope and solutions to individuals facing financial uncertainty. They are the fastest-growing company in the tax resolution industry, fostering a team that values contributions and celebrates successes while driving innovation via empathy.

12w maternity

  • Provide ongoing support to a portfolio of standard customers, serving as a consistent point of contact to help customers adopt core product features and achieve early success.
  • Execute proactive, scalable customer engagement programs, including scheduled check-ins, adoption reminders, webinars, group trainings, and mass email campaigns in partnership with the Customer Education team.
  • Monitor customer health indicators, usage trends, and engagement signals to identify customers who may need additional outreach or support.

Forma's flexible benefits software helps companies offer competitive benefits packages. They have helped hundreds of the world’s most admired companies design and support flexible, inclusive benefits programs for nearly a million employees.

US

  • Responsible for recognizing opportunities and turning leads into long-lasting partnerships.
  • Partner with Inside & Outside Sales Representatives to establish strategic prospecting & lead generation cadence.
  • Close new logo business in assigned accounts to achieve quota.

Intradiem reinvents customer service through automation by developing innovative, AI-powered Intelligent Automation solutions for contact center and back-office teams. Intradiem employees enjoy a family-first culture, transparent leadership, and unfettered growth opportunities.

South America

  • Convert stream of inbound leads into new clients
  • Find new sales opportunities through web/phone hunting
  • Maintain and expand database of prospects on CRM

Auric is disrupting the payments industry by eliminating fees associated with accepting credit cards through flat dollar programs. They value diversity and treat all employees based on merit, qualifications, competence, and talent, without discrimination.

$97,200–$104,000/yr
US Unlimited PTO

  • Partner with the Pro Sales team to lead custom product demonstrations based upon business process and workflow of existing customers
  • Analyze and provide objective feedback for Account Managers if customers are compatible with the recommended product and/or features
  • Support on any up-selling opportunities to current customers on additional ServiceTitan products to drive increased recurring revenue

ServiceTitan's software helps potential customers to better their businesses. Recognized by Forbes as one of the top cloud companies, they use their deep industry knowledge and technical expertise to develop solutions that empower everyday entrepreneurs to grow and scale their businesses.

Turkey Unlimited PTO

  • Serve as the primary point of contact between customers and internal teams.
  • Own the full customer lifecycle, developing and executing strategies to drive retention and growth.
  • Evaluate customer needs and recommend upgrades or additional services that add value.

Jobgether helps candidates by using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They use an AI system that identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

Philippines

  • Handle customer interactions across chat and email with professionalism and empathy.
  • Log, track and resolve customer cases efficiently using Salesforce and other internal tools.
  • Provide clear and concise updates to internal teams, ensuring seamless customer experiences.

Newsela is an education company. They bring engaging, accessible content to classrooms, helping students develop literacy skills and a lifelong love of learning.

US

  • Develop strong knowledge of our Healthcare SaaS Solutions
  • Serve as the first point of contact for customers seeking technical assistance
  • Provide customer support via email, video meetings, or over the phone and walk customers through the resolution process and next steps

Quality Coding Software Solutions (QCSS) Health simplifies the complexities of MLTSS service delivery through innovative, data-driven solutions. They aim to deliver cost-efficiencies, equitable access to care, and improved health outcomes, focusing on enabling health plans and providers to improve the health outcomes of their vulnerable populations.

$80,000–$95,000/yr
Unlimited PTO

  • Cement the relationship with new and existing customers.
  • Develop a “consultant” perspective to client communication.
  • Analyze customer usage to form accurate forecasts.

Aspire.io is the world’s first word-of-mouth commerce platform. They leverage a brand’s ambassadors, influencers, affiliates, customers, user-generated content, and social ads to accelerate marketing results. They are serving household names and have paid out $100M to creators.

$31,200–$130,000/yr
US

  • Consult and enroll clients into debt relief programs.
  • Document client discussions using Salesforce.
  • Meet performance criteria and adhere to company policies.

National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt. They are a trusted debt relief provider, having assisted over 450,000 people settle over $10 billion of debt, empowering them toward financial stability.

US

  • Develop and maintain relationships with small to medium sized business owners.
  • Manage your pipeline and day to day tasks/appointments using Salesforce.
  • Closing sales of our payment processing and SaaS services to meet expected minimum requirements.

Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage and grow their business. They have a purpose of helping people succeed and value personal connections with their products and team members.

$100,000–$160,000/yr
US

  • Conduct live and virtual product demonstrations tailored to client needs.
  • Articulate technical capabilities and business value effectively to both technical and non-technical stakeholders.
  • Work closely with sales representatives to understand customer requirements and craft compelling solution presentations.

Onit is redefining the future of legal operations through the power of AI. They offer a cutting-edge platform that streamlines enterprise legal management, matter management, spend management, and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions. They're looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.

$100,000–$140,000/yr
US 6w PTO

  • Research, prospect, cold call, and engage engineering leaders.
  • Deeply understand your customer to uncover their needs and pain points.
  • Build a case for change and investment with a compelling narrative.

QA Wolf is on a mission to eliminate every software bug in the world by guaranteeing automated test coverage. They are backed by top-tier venture capital and industry leaders, with a remote-first team headquartered in Seattle.

$23–$23/hr
US 2000w PTO

  • Engaging, educating, and qualifying new and existing members on our Surgery Care program offering.
  • Providing exceptional customer service through inbound/outbound calls in our fast-paced, contact center environment.
  • Partnering with internal clinical professionals in providing member guidance.

Transcarent is the One Place for Health and Care delivering medical, pharmacy, and point solutions together with the WayFinding experience, the first and only generative AI-powered health and care platform for health consumers. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members.

$100,000–$125,000/yr
US

  • Manage a portfolio of customers, ensuring they achieve value.
  • Drive adoption, customer satisfaction, and retention through engagement.
  • Partner with internal teams to support onboarding and day-to-day success.

CrashPlan provides cyber-ready data resilience and governance in a single platform for organizations whose ideas power their revenue. Their solutions are trusted by entrepreneurs, professionals, and businesses of all sizes worldwide.