Member Success Manager

🕒 May 29

🇺🇸 United States – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 13%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Collective

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

💳 Fintech

☁️ SaaS

Fintech • SaaS

Collective is an all-in-one financial platform for self-employed entrepreneurs and freelancers. It provides software tools and partnered services for tax optimization, bookkeeping, payroll, and business formation, helping members save on business taxes and manage their finances efficiently. Collective offers self-help tools rather than legal or financial advice and integrates third-party tax preparation and related services.

📋 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.