Member Success Manager

🕒 vor 8 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $85.000 - $100.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

🏆 Customer Success

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Collective

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 2020

💳 Fintech

☁️ SaaS

Fintech • SaaS

Collective ist eine All-in-One-Finanzplattform für selbstständige Unternehmer und Freiberufler. Sie bietet Software-Tools und Partnerdienste zur Steueroptimierung, Buchhaltung, Lohnabrechnung und Unternehmensgründung, um Mitgliedern zu helfen, bei Geschäftsteuern zu sparen und ihre Finanzen effizient zu verwalten. Collective bietet Selbsthilfe-Tools statt rechtlicher oder finanzieller Beratung und integriert externe Steuererstellung und verwandte Dienstleistungen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.