Full-Time
Member Relationship Manager
Posted on 4/5/2024
Financial services for self-employed business owners
Data & Analytics
Compensation Overview
$86,000 - $96,000Annually
+ Stock Options + 14 company holidays + unlimited PTO + 401K + Employer-paid Health, Vision, and Dental Insurance + PC or Mac laptop + $750 Home office stipend + Paid Parental Leave + Team Events and Virtual Gatherings + Wellness Bonus + Out of State Medical Care Travel Stipend
Junior
Remote in USA
Required Skills
Salesforce
Requirements
- In depth knowledge of S corporations and their value to small businesses.
- 2+ years of relevant Tax and Accounting experience.
- Experience working in a client-facing role.
- Bachelor's degree or equivalent practical experience.
- Familiarity with online bookkeeping and payroll systems like Xero, QBO and Gusto.
- Experience using Salesforce, Front, Slack and Calendly and G Suite.
- Comfortable speaking with customers via email, video, and on the phone.
- Hyper organized and able to juggle multiple clients and asks.
- Exceptional written and verbal communication skills.
- Resourcefulness & comfort with change and ambiguity in a fast-paced environment.
- A strong desire to help others.
Responsibilities
- Inform members on how S-Corps work and how they can be a tool to optimize taxes, tell them how Collective works.
- Understand our clients’ financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works.
- Provide them with year-round tax advice and provide customer support.
- Build and maintain trust with members through clear, professional, and timely communication.
- Provide exceptional support on tax and accounting inquiries while leveraging cross-functional partners and resources.
- Develop strong internal relationships, including with technical stakeholders, and serve as an advocate for our Members.
- Proactively provide updates and reminders to Members on key milestones.
Collective offers an all-in-one financial solution for self-employed business owners, focusing on S Corp formation for potential tax savings, along with company formation, tax, accounting, and bookkeeping services. The platform also provides a dedicated accounting team, payroll support, and personalized back-office systems to help self-employed individuals efficiently manage their finances.
Company Stage
Series A
Total Funding
$78.7M
Headquarters
San Francisco, California
Founded
2020
Growth & Insights
Headcount