Member Success Manager

🕒 May 29

🇺🇸 United States – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 41%

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.

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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 800 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 • Educate members on S Corporations, tax strategy, reasonable salary decisions, and Collective’s end-to-end platform • Guide members through quarterly check-ins, estimated taxes, and ongoing business operations • Support 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 • Follow up on member feedback and surface actionable insights to internal teams • 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 • Communicate across email, phone, and video • Be online and available for members from 9am–5pm Pacific Time

🎯 Requirements

• 2+ years of tax, accounting, or related client-facing experience • Strong understanding of S Corporations and small business tax strategy • Ongoing client relationship management experience • Familiarity with bookkeeping, payroll, CRM, and workflow tools • Familiarity with Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace • Ability to manage a large book of business in a fast-paced environment • Strong written and verbal communication skills • Ability to explain complex topics clearly • Resourceful, adaptable, collaborative, and detail-oriented • Passion for helping entrepreneurs succeed • Open to candidates within the United States • Must be legally authorized to work in the United States • Must answer whether US employment visa sponsorship is required

🏖️ Benefits

• $200 quarterly reimbursement to support your well-being • Fresh lunch provided on in-office days for those in a hybrid schedule • $150 monthly reimbursement for transit expenses for those in a hybrid schedule • Flexible PTO plus 14 company holidays • 100% medical, dental, and vision coverage for employees • 75% medical, dental, and vision coverage for dependents • 16 weeks fully paid parental leave • 401k plan • Equity package • Quarterly virtual events • Annual in-person summit • Remote work flexibility