Summary
Join Collective's team as an Enrollment Manager and manage the onboarding process for new members, providing exceptional customer support and collaborating with cross-functional partners.
Requirements
- Exceptional communication skills in English (both verbal and written), with the ability to articulate complex topics clearly and manage conflicts effectively
- A bachelor's degree (or equivalent) in accounting, finance, or a related field
- A minimum of 2 years of work experience in a customer-facing role, preferably in a contact center, accounting, payroll, or tax-related environment
- Proficiency with online bookkeeping & payroll systems, familiarity with US taxes, tax filing procedures, and understanding of US Corporate structures
Responsibilities
- Serve as the primary point of contact for member questions during the onboarding process
- Provide assistance and answer inquiries on topics related to tax, accounting, payroll, and US corporate structures (especially LLCs/S Corp)
- Utilizing cross-functional resources and ensuring clear, professional communication
- Adapt swiftly in a fast-paced environment to effectively resolve member issues
- Handle inbound member inquiries regarding our product, process, taxes and accounting via email and phone
- Proactively provide updates and reminders to members about key milestones in the onboarding process
- Continuously identify and implement improvements in the onboarding process
Benefits
- A remote first environment
- A diverse and collaborative team culture
- Stock options package
- $2K home office stipend (for the purchase of work laptop and office set up)
- Team events and virtual gatherings
- $600 wellness bonus
- 14 floating holidays
- Unlimited Paid Time Off (PTO)
- Paid parental leave