Member Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a portfolio of around 400 members as their dedicated success manager.

• Cultivate strong relationships and engage members proactively based on their objectives, risks, and opportunities.

• Offer continuous support and guidance customized to each member’s financial and business requirements.

• Spot at-risk members and opportunities for expansion, driving retention and growth within your portfolio.

• Educate members about S Corporations, tax strategies, reasonable salary determinations, and the complete workings of Collective.

• Assist members with quarterly check-ins, estimated tax obligations, and ongoing business operations.

• Address member inquiries related to tax, accounting, payroll, and business management.

• Ensure timely responses to member inquiries within defined service-level expectations.

• Manage and resolve member requests proactively, escalating issues when necessary.

• Conduct proactive outreach and check-ins with members to provide strategic guidance and support.

• Keep precise documentation in Salesforce and other internal systems.

• Complete assigned tasks and workflows promptly.

• Collaborate cross-functionally to represent members' interests and enhance the overall experience.

• Foster trust through clear, professional communication across email, phone, and video.

⛳️ Requirements

• Minimum of 2 years of experience in tax, accounting, or a related client-facing role.

• Solid understanding of S Corporations, small business tax strategies, and ongoing client relationship management.

• Knowledge of bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace.

• Highly organized, proactive, and adept at managing a substantial book of business in a dynamic environment.

• Excellent written and verbal communication skills, with the ability to convey complex topics clearly.

• Resourceful, adaptable, collaborative, and detail-oriented, with a strong passion for supporting entrepreneurs in achieving success.

🏝️ Benefits

• Remote-Friendly Environment: Flexibility to work from home while maintaining team connectivity.

• Health & Wellness: $200 quarterly reimbursement to promote your well-being.

• Fresh Lunch: Provided on in-office days for those on a hybrid schedule.

• Commuter Support: $150 monthly reimbursement for transit expenses for hybrid schedule employees.

• Time Off: Flexible PTO along with 14 company holidays.

• Comprehensive Coverage: 100% medical, dental, and vision coverage for employees; 75% for dependents.

• Parental Leave: 16 weeks fully paid leave.

• Retirement & Ownership: 401k plan and an equity package.

• Team Connection: Quarterly virtual events and an annual in-person summit.