Member Success Manager

🕒 Maio 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $85.000 - $100.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🏆 Sucesso do Cliente

🚫👨‍🎓 Sem graduação necessária

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👻 Score fantasma 44%

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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 800 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 • Educate members on S Corporations, tax strategy, reasonable salary decisions, and Collective’s end-to-end platform • Guide members through quarterly check-ins, estimated taxes, and ongoing business operations • Support 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 • Follow up on member feedback and surface actionable insights to internal teams • 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 • Communicate across email, phone, and video • Be online and available for members from 9am–5pm Pacific Time

🎯 Requisitos

• 2+ years of tax, accounting, or related client-facing experience • Strong understanding of S Corporations and small business tax strategy • Ongoing client relationship management experience • Familiarity with bookkeeping, payroll, CRM, and workflow tools • Familiarity with Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace • Ability to manage a large book of business in a fast-paced environment • Strong written and verbal communication skills • Ability to explain complex topics clearly • Resourceful, adaptable, collaborative, and detail-oriented • Passion for helping entrepreneurs succeed • Open to candidates within the United States • Must be legally authorized to work in the United States • Must answer whether US employment visa sponsorship is required

🏖️ Benefícios

• $200 quarterly reimbursement to support your well-being • Fresh lunch provided on in-office days for those in a hybrid schedule • $150 monthly reimbursement for transit expenses for those in a hybrid schedule • Flexible PTO plus 14 company holidays • 100% medical, dental, and vision coverage for employees • 75% medical, dental, and vision coverage for dependents • 16 weeks fully paid parental leave • 401k plan • Equity package • Quarterly virtual events • Annual in-person summit • Remote work flexibility

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