Member Success Manager

🕒 Maio 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $85.000 - $100.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🏆 Sucesso do Cliente

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Collective

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2020

💳 Fintech

☁️ SaaS

Fintech • SaaS

Collective é uma plataforma financeira tudo-em-um para empreendedores autônomos e freelancers. Ela oferece ferramentas de software e serviços parceiros para otimização tributária, contabilidade, folha de pagamento e formação de negócios, ajudando seus membros a economizar nos impostos empresariais e gerenciar suas finanças de forma eficiente. A Collective oferece ferramentas de autoatendimento, em vez de consultoria jurídica ou financeira, e integra serviços de preparação de impostos de terceiros e outros serviços relacionados.

Descrição

• Manage a portfolio of approximately 400 members as their dedicated success manager. • Build strong relationships and proactively engage members based on their goals, risks, and opportunities. • Provide year-round support and guidance tailored to each member’s financial and business needs. • Identify at-risk members and expansion opportunities, driving retention and growth within your book. • Educate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end. • Guide members through quarterly check-ins, estimated taxes, and ongoing business operations. • Support members with questions related to tax, accounting, payroll, and business management. • Respond to member inquiries within established service-level expectations. • Actively manage and resolve member requests, escalating when appropriate. • Conduct proactive member calls and check-ins to provide strategic guidance and support. • Maintain accurate documentation across Salesforce and internal systems. • Complete assigned tasks and workflows in a timely manner. • Partner cross-functionally to advocate for members and improve the overall experience. • Build trust through clear, professional communication across email, phone, and video.

🎯 Requisitos

• 2+ years of tax, accounting, or related client-facing experience. • Strong understanding of S Corporations, small business tax strategy, and ongoing client relationship management. • Familiarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace. • Highly organized, proactive, and comfortable managing a large book of business in a fast-paced environment. • Strong written and verbal communication skills with the ability to explain complex topics clearly. • Resourceful, adaptable, collaborative, and detail-oriented, with a passion for helping entrepreneurs succeed.

🏖️ Benefícios

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. • Health & Wellness: $200 quarterly reimbursement to support your well-being. • Fresh Lunch: Provided on in-office days for those in a hybrid schedule. • Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. • Time Off: Flexible PTO plus 14 company holidays. • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents. • Parental Leave: 16 weeks fully paid. • Retirement & Ownership: 401k plan plus an equity package. • Team Connection: Quarterly virtual events and an annual in-person summit.