Formations
51 - 200 employees
Formations is a financial management solution for full-time self-employed who want to enjoy the benefits of W2 employees without becoming one. Formations automates the creation and ongoing management of S-Corp, the most efficient tax structure for small businesses, so self-employed can operate as a corporate entity. Using Formations, self-employed save thousands of dollars on their taxes every year, can enjoy a steady paycheck, get real-time insight and recommendations on financial decisions, connect live with a certified bookkeeper or CPA, and gain access to Fortune 500-level benefits like health insurance and 401K. With Formations, self-employed can maximize the financial potential of their business and improve their financial wellbeing. Start your journey today at formationscorp.com.
Customer Success Manager
Job not on LinkedIn
🔥 7 minutes ago
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Formations
51 - 200 employees
Formations is a financial management solution for full-time self-employed who want to enjoy the benefits of W2 employees without becoming one. Formations automates the creation and ongoing management of S-Corp, the most efficient tax structure for small businesses, so self-employed can operate as a corporate entity. Using Formations, self-employed save thousands of dollars on their taxes every year, can enjoy a steady paycheck, get real-time insight and recommendations on financial decisions, connect live with a certified bookkeeper or CPA, and gain access to Fortune 500-level benefits like health insurance and 401K. With Formations, self-employed can maximize the financial potential of their business and improve their financial wellbeing. Start your journey today at formationscorp.com.
📋 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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