Enrollment Manager

Summary

Join Collective, a company redefining how solo businesses operate, as an Enrollment Manager. You will manage the onboarding of new members, ensuring their business setup success. Serve as the primary point of contact for member inquiries during onboarding, building trust through clear communication. Provide exceptional customer support, collaborate with cross-functional teams, and proactively update members on key milestones. Work closely with trusted advisors in a dynamic environment, advocating for entrepreneurs. Collective offers a remote-first environment, stock options, a home office stipend, wellness bonus, and unlimited PTO.

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
• A collaborative team mindset, ready to support colleagues and contribute to a collective effort, while upholding a professional brand image
• High organizational skills, capable of managing multiple clients and tasks simultaneously
• Strong critical thinking abilities, ready to tackle problems and comfortable dealing with ambiguity in a customer-centric role
• Comfort engaging with customers through various communication channels including email, video, text, and phone

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

Preferred Qualifications

Basic understanding of these concepts is required; advanced proficiency is preferred but not necessary

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