
51 - 200 employees
Founded 2020
đł Fintech
âď¸ 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.
đĽ 0 minutes ago
đşđ¸ United States â Remote
đľ $65k - $75.5k / year
â° Full Time
đ˘ Junior
đĄ Mid-level
đ Customer Support
đŤđ¨âđ No degree required
đŚ H1B Visa Sponsor
đť Ghost score 0%
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51 - 200 employees
Founded 2020
đł Fintech
âď¸ 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.
⢠Guide new members through the onboarding process ⢠Serve as the primary point of contact for member questions throughout onboarding ⢠Assist with inquiries related to tax, accounting, payroll, and U.S. corporate structures ⢠Use cross-functional resources to provide accurate, professional communication ⢠Resolve member issues effectively in a fast-paced environment ⢠Manage inbound inquiries about the product, processes, taxes, and accounting via email and phone ⢠Send proactive updates and reminders about key onboarding milestones ⢠Identify opportunities to streamline and improve the onboarding process ⢠Build trust through timely, clear, and professional communication
⢠2+ years of experience in a customer-facing role ⢠Familiarity with U.S. taxes and tax-filing procedures ⢠Familiarity with U.S. corporate structures, especially LLCs and S Corps ⢠Proficiency with online bookkeeping and payroll systems ⢠Exceptional written and verbal English communication skills ⢠Ability to explain complex topics clearly and manage conflict effectively ⢠Strong organizational skills and ability to manage multiple clients and tasks simultaneously ⢠Strong critical thinking abilities ⢠Comfort with ambiguity ⢠Proactive approach to identifying and solving customer problems ⢠Confidence engaging with customers through email, phone, video, and text ⢠Ability to work in the United States ⢠Must be legally authorized to work in the United States ⢠Must not require sponsorship for a U.S. employment visa
⢠Equity package ⢠Bonus ⢠Remote work flexibility within the U.S. ⢠$200 quarterly wellness reimbursement ⢠Fresh lunch on in-office days for hybrid employees ⢠$150 monthly commuter reimbursement for hybrid employees ⢠Flexible PTO ⢠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 ⢠401(k) plan ⢠Quarterly virtual events ⢠Annual in-person summit
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