Enrollment Manager

Summary

Join Collective as an Enrollment Manager and manage the onboarding process for new members, ensuring their success in establishing or verifying their businesses. You will be the primary point of contact for member questions during onboarding, building trust through clear communication. The role involves providing exceptional customer support, responding to inquiries, collaborating with cross-functional partners, and proactively providing updates. You will work closely with trusted advisors, serving as a key advocate for entrepreneurs. Collective offers a fast-paced environment with opportunities for growth in the challenging tax space, backed by top-tier VCs and promoting an open culture. The company provides a competitive salary and benefits package.

Requirements

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

Benefits

• 100% WFH (work from home)
• A diverse and collaborative team culture
• Competitive base salary
• Philippine holidays observed + 15 Annual Leave + 9 Sick Leave
• PC or Mac laptop + $USD400 home office budget
• General Wellness Bonus $600 annually
• Performance bonus (if applicable)
• Team events, virtual gatherings
• Employee healthcare benefits
• Paid parental leave