Formations
51 - 200 employees
🏥 Healthcare
🛡️ Insurance
💼 Consulting
Healthcare • Insurance • Consulting
Formations is a financial management solution designed specifically for self-employed individuals who want to take advantage of the benefits typically reserved for W2 employees without actually becoming one. It automates the creation and management of S-Corporations, providing a tax-efficient structure for small businesses. By using Formations, self-employed professionals can save significantly on taxes, receive steady paychecks, and gain real-time insights and recommendations on their financial choices. The platform also connects users with certified bookkeepers or CPAs and offers access to employee benefits like health insurance and 401K, facilitating the maximization of their financial potential.
Customer Success Manager
🕒 June 23
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Formations
51 - 200 employees
🏥 Healthcare
🛡️ Insurance
💼 Consulting
Healthcare • Insurance • Consulting
Formations is a financial management solution designed specifically for self-employed individuals who want to take advantage of the benefits typically reserved for W2 employees without actually becoming one. It automates the creation and management of S-Corporations, providing a tax-efficient structure for small businesses. By using Formations, self-employed professionals can save significantly on taxes, receive steady paychecks, and gain real-time insights and recommendations on their financial choices. The platform also connects users with certified bookkeepers or CPAs and offers access to employee benefits like health insurance and 401K, facilitating the maximization of their financial potential.
📋 Description
• Own a portfolio of customers throughout their lifecycle • Identify at-risk customers proactively and work toward resolution • Spot and pursue upsell and cross-sell opportunities • Help customers navigate payroll requirements and compliance
🎯 Requirements
• 2+ years in one or more of the following: tax preparation, payroll administration, bookkeeping, financial operations supporting small businesses • 2+ years in Customer Success, Account Management, or a comparable customer-facing role • Experience working directly with customers in an advisory capacity • Comfortable using technology platforms
🏖️ Benefits
• Full Medical, dental, vision • Generous parental leave • Life insurance • 401K plan including employer matching • Equity options for employees • Paid volunteer time of up to 16 hours a year
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