Corporate Filing Specialist

Summary

Join Collective as our Corporate Filing Specialist and become the subject matter expert for members' complex corporate filings. Reporting to the Sr. Manager of Entity Services, you will partner with various departments, managing responsibilities centered around corporate filings, offboarding, and vendor management. You'll be an expert in business entity formation across all 50 states, handling filings, foreign registrations, and dissolutions. This role requires strong collaboration skills and a passion for supporting entrepreneurs. Collective offers a competitive salary, remote-first environment, and a comprehensive benefits package.

Requirements

• Passion for supporting entrepreneurs and the self-employed
• Experience as a business formation expert working with Sales, Customer Support, Legal, Product & Engineers
• At least 5 years of industry experience
• Ability to work with cross-functional teams
• Customer service oriented, attention to detail, and the ability to manage multiple tasks
• Resourcefulness and comfort with change and ambiguity & ability to work in a fast-paced environment with minimal supervision
• Collaborative mindset with the ability to work effectively within a team environment
• Ability to balance multiple tasks and/or priorities while consistently meeting deadlines in a fast-paced environment
• Always looking for opportunities to learn and improve your work
• Proactive in thinking of ways to improve current processes
• Problem-solving skills - creative, resourceful, and willing to go the extra mile to resolve urgent issues
• Exceptional attention to detail

Responsibilities

• Filing business formation documents with state and federal agencies and ensuring compliance for existing entities
• Coordinate and file foreign registrations, domestications, conversions, DBAs and dissolutions, and other complex corporate filings
• Act as the SME on corporate filing operations and data, understanding and communicating state regulatory nuances
• Work alongside and help guide a team of Business Solutions Advisors whose primary responsibilities include: Setting up the foundation of our members’ new business and ensuring their business is set up correctly, filing documents with both the state and the IRS, and ensuring members joining with existing entities are compliant
• Navigating various state department websites, analyzing federal and state documentation, and calling those departments when needed to resolve issues
• Smoothly transitioning members when they depart Collective
• Act as an escalation point for complex business formation and verification issues
• Partner with Sales, Member Relations, Legal, Product, Engineering, Tax and Accounting teams and assist with cross-departmental initiatives
• Own and maintain relationships with 3rd Party Providers such as Registered Agents and Business License Providers
• Oversee the payment processing system for various requests, ensuring efficiency and accuracy
• Regularly update documentation to reflect process improvements or changes in filing procedures
• Generate, analyze, and monitor reports in Salesforce and other internal systems
• Proficiently use Zendesk, Salesforce, Slack, Stripe, Google Suite, Collective Internal Platform, Confluence, Zoom, Adobe, Microsoft Office, and other software applications

Preferred Qualifications

Experience working for a registered agent company is a plus

Benefits

• Compensation Range: $91,800 - $102,000 USD annual base salary
• A remote first environment
• A diverse and collaborative team culture
• Stock options package
• 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
• $600 wellness bonus
• Out of State Medical Care Travel Stipend