Senior Member Support Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

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Logo of Collective

Collective

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

• Conduct 4–5 hours of video calls daily with members, guiding onboarding and day-to-day account questions • Serve as a go-to resource for members navigating the platform • Troubleshoot and escalate issues as needed • Guide members through their first payroll and explain payroll taxes, including S-Corp payroll considerations • Explain complex tax and accounting topics clearly • Support members before and after onboarding with tax, accounting, payroll, and platform questions • Provide professional, warm, and solutions-oriented support via calls, email, and messages • Manage multiple member conversations and tasks while maintaining quality • Maintain accurate documentation in 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

🎯 Requirements

• 4+ years in customer experience or support • 2+ years hands-on working directly with accounting, tax, or payroll systems • Familiarity with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll software • Clear grasp of payroll taxes • Ability to explain S-Corp reasonable compensation to business owners without a financial background • Strong, professional written and verbal communication skills • Sharp attention to detail • Strong task-management skills • Self-direction to thrive independently in a fast-paced environment • Legally authorized to work in the United States • Must not require or will not require sponsorship for a US employment visa

🏖️ 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

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