Member Relationship Manager

Summary

Join Collective, a company revolutionizing the way solopreneurs work, as a Member Relationship Manager. You'll be the primary point of contact for clients, representing the brand and providing essential support. This role involves understanding clients' financial situations, offering tax optimization advice, and guiding them through Collective's services. You'll be a key advisor to entrepreneurs, navigating them through various scenarios and ensuring their success. Collective offers a remote-friendly environment, a diverse team culture, competitive compensation, and comprehensive benefits, including stock options, generous PTO, 401K, health insurance, home office stipend, parental leave, fertility benefits, and wellness bonuses.

Requirements

• In depth knowledge of S corporations and their value to small businesses
• 2+ years of relevant Tax and Accounting experience
• Experience working in a client-facing role
• Bachelor's degree or equivalent practical experience
• Familiarity with online bookkeeping and payroll systems like Xero, QBO and Gusto
• Experience using Salesforce, Front, Slack and Calendly and G Suite
• Comfortable speaking with customers via email, video, and on the phone
• Hyper organized and able to juggle multiple clients and asks
• Exceptional written and verbal communication skills
• Resourcefulness & comfort with change and ambiguity in a fast-paced environment
• A strong desire to help others

Responsibilities

• Inform members on how S-Corps work and how they can be a tool to optimize taxes, tell them how Collective works
• Understand our clients’ financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works
• Provide them with year-round tax advice and provide customer support
• Build and maintain trust with members through clear, professional, and timely communication
• Provide exceptional support on tax and accounting inquiries while leveraging cross-functional partners and resources
• Develop strong internal relationships, including with technical stakeholders, and serve as an advocate for our Members
• Proactively provide updates and reminders to Members on key milestones

Benefits

• Compensation Range: $90,000 - $110,000 USD annual base salary
• A remote friendly environment
• A diverse and collaborative team culture
• Stock options package
• 14 company holidays + flexible PTO
• 401K
• Employer paid Health, Vision and Dental Insurance
• 100% coverage for employees
• 75% coverage for dependents
• PC or Mac laptop + $750 Home office stipend
• Generous paid parental leave
• Fertility benefits, up to $8k
• Team events and virtual gatherings
• 600 wellness bonus