Collective
Senior Member Support Specialist
United States · Senior
Sponsorship not specifiedDetected 12 days ago
SalesforceAccountingQuickBooksCustomer Support
About the role
- This is a high-impact, customer-centric role where you will spend the majority of your day conducting video calls, breaking down complex technical topics into clear, easy-to-understand explanations.
- We're looking for an expert who pairs deep accounting and payroll knowledge with genuine customer service instincts-someone equally comfortable creating P&L reports and supporting solo entrepreneurs with a member-first mindset.
- The work is fast-paced and dynamic, and you'll play a key advisory role in helping self-employed people understand their finances and run their businesses with confidence.
Responsibilities
- Guide Members Through Onboarding & Ongoing Support
- Support members pre and post onboarding with their support questions related to tax, accounting, payroll & overall use of our platforms.
- Deliver Exceptional Member Experience
- Support entrepreneurs and the self-employed with a member-first mindset, treating every interaction as a chance to build trust.
- Manage multiple member conversations and tasks at once without letting quality slip.
- Stay Organized & Collaborate Cross-Functionally
- Maintain accurate documentation across Salesforce and internal systems.
Nice to have
- Experience with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll tools.
- Strong understanding of payroll taxes
- experience with S-Corp payroll is a plus.
- A passion for helping our members and thriving in a customer-centric role.
- Clear, professional written and verbal communication.
- Ability to work effectively in a fast-paced environment with minimal supervision.
Compensation
- Team Connection: Quarterly virtual events and an annual in-person summit.
Benefits
- 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.
Company info
- 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, QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.
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This listing is sourced directly from Collective's careers page and normalized into a canonical job model.