Member Success Manager

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $85 000 - $100 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

🏆 Customer Success

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Collective

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2020

💳 Fintech

☁️ SaaS

Fintech • SaaS

Collective est une plateforme financière tout-en-un pour les entrepreneurs indépendants et les travailleurs autonomes. Elle offre des outils logiciels et des services partenaires pour l'optimisation fiscale, la comptabilité, la paie, et la création d'entreprises, aidant ainsi ses membres à économiser sur les taxes professionnelles et à gérer leurs finances de manière efficace. Collective propose des outils d'auto-assistance plutôt que des conseils juridiques ou financiers et intègre des services de préparation fiscale tiers et connexes.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.