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Full-Time

New Business Advisor

Posted on 7/24/2024

Collective Hub

Collective Hub

201-500 employees

Financial services for self-employed entrepreneurs

Data & Analytics
Consulting
Consumer Software
Enterprise Software
Design
Entertainment

Compensation Overview

$70k - $140kAnnually

+ Commission + Stock Options

Mid

Remote in USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Marketing
Customer Service
Requirements
  • 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
  • Strong track record of overachieving sales quotas and targets with an innate ability to overcome objections.
  • High EQ, passion for our mission, highly-engaged self-starter with an intrinsic drive, proactive, independent learner, and fantastic team player that adds to our incredible team culture.
  • Empathic understanding of the challenges of being a small business owner.
  • Excellent verbal and written communication skills via phone, SMS, email, and video conference.
  • Outstanding sales, persuasive, interpersonal, and customer service skills.
  • Exceptional organizational skills, data-centric approach, and attention to detail.
  • Proven ability to launch successful outreach or other prospecting campaigns.
Responsibilities
  • Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
  • Provide value and guidance to prospective members based on their unique business attributes and financial needs.
  • Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up.
  • Partner with Marketing and Enablement on outbound targeting and cold outreach.
  • Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (NOTE: setting client expectations)
  • Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
  • Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.)

Collective Hub provides financial solutions for self-employed entrepreneurs and small business owners, focusing on helping them save money on taxes by organizing their businesses as S Corporations. Members answer questions to determine if this structure is beneficial, and if so, they receive personalized guidance from a Collective Advisor. The company sets up a tailored back office system that includes monthly bookkeeping and payroll services, along with access to a dedicated finance team. Collective Hub operates on a membership model with a tax-deductible fee, aiming to simplify financial management for its members.

Company Stage

Series A

Total Funding

$78.7M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

16%

1 year growth

49%

2 year growth

15%
Simplify Jobs

Simplify's Take

What believers are saying

  • The AI-powered accounting platform can significantly reduce the time and cost associated with financial management for solopreneurs.
  • Access to a dedicated finance team and Member Relationship Manager ensures personalized and expert financial advice, enhancing member satisfaction and retention.
  • The affordable, tax-deductible membership model can lead to substantial tax savings, making the service cost-effective and attractive to potential members.

What critics are saying

  • The niche focus on self-employed entrepreneurs and small business owners may limit market size and growth potential.
  • Dependence on the effectiveness of AI-powered tools could pose risks if the technology fails to meet user expectations or encounters technical issues.

What makes Collective Hub unique

  • Collective.com specifically targets self-employed entrepreneurs and small business owners, offering a niche service of organizing them as S Corporations to save on taxes.
  • Their membership model, which includes monthly bookkeeping and payroll services at no extra charge, provides a comprehensive financial solution that is both affordable and tax-deductible.
  • The integration of AI-powered accounting tools sets Collective.com apart by combining human expertise with technological efficiency, addressing the unique needs of solopreneurs.
INACTIVE