Collective

Member Success Manager

United States

Sponsorship not specifiedDetected 53 days ago

SalesforceCRMAccountingCommunicationAdaptabilityOrganizational Skills

About the role

As a Member Success Manager at Collective, you are the business owner of your book.
Roughly 400 solo entrepreneurs rely on you as their trusted advisor and main point of contact.
You're the client-facing representation of our team and our brand.

Manage and Grow Your Book of Business
Manage a portfolio of approximately 400 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.
Support members with questions related to tax, accounting, payroll, and business management.
Deliver Exceptional Member Experience
Actively manage and resolve member requests, escalating when appropriate.
Conduct proactive member calls and check-ins to provide strategic guidance and support.

2+ years of tax, accounting, or related client-facing experience.
Strong understanding of S Corporations, small business tax strategy, and ongoing client relationship management.
Familiarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace.
Strong written and verbal communication skills with the ability to explain complex topics clearly.

Educate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end.
Team Connection: Quarterly virtual events and an annual in-person summit.

Health & Wellness: $200 quarterly reimbursement to support your well-being.
Time Off: Flexible PTO plus 14 company holidays.
Comprehensive Coverage: 100% medical, dental, and vision for employees
75% coverage for dependents.
Parental Leave: 16 weeks fully paid.
Retirement & Ownership: 401k plan plus an equity package.
Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.

Collective is on a mission to redefine the way businesses-of-one work.
Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform.
We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.
Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more.
We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

This listing is sourced directly from Collective's careers page and normalized into a canonical job model.