Collective

Member Support Specialist

United States, Remote. Posted a month ago

The role

You will guide new members through onboarding onto an all-in-one accounting platform. You will serve as a point of contact via chat, phone, and video to manage business setup, entity formation, and day-to-day inquiries.

What you will do

  • Serve as the primary point of contact during member onboarding
  • Guide individuals through entity formation or business verification
  • Manage inbound member inquiries via chat and phone
  • Explain LLC and S Corp structures, bookkeeping basics, and payroll
  • Conduct video calls with members on onboarding and platform topics
  • Proactively send updates and reminders about onboarding milestones
  • Identify opportunities to streamline and improve the onboarding process

Required qualifications

  • 2+ years of experience in customer support
  • A working understanding of US taxes, tax-filing basics, and business structures like LLCs and S Corps
  • Exceptional written and verbal English communication skills
  • Hands-on experience with online bookkeeping or payroll software such as QuickBooks, Xero, Gusto, or ADP
  • Strong organizational skills
  • Collaborative, professional mindset
  • Strong critical thinking abilities
  • Confidence engaging with customers across email, phone, video, and text

Nice to have

  • 1+ years in tax, or accounting, or payroll (combination of experience preferred)

Benefits

  • Remote-Friendly Environment
  • $200 quarterly reimbursement for health & wellness
  • Fresh Lunch provided on in-office days for hybrid schedule
  • $150 monthly reimbursement for transit expenses for hybrid schedule
  • Flexible PTO plus 14 company holidays
  • 100% medical, dental, and vision for employees
  • 75% coverage for dependents
  • 16 weeks fully paid parental leave
  • 401k plan
  • Equity package
  • Quarterly virtual events
  • Annual in-person summit

About the company

Collective is on a mission to redefine the way businesses-of-one work. Their technology and team of advisors help members achieve financial independence through business incorporation, accounting, bookkeeping, and tax services.