Member Success Manager

The role

You will guide solo entrepreneurs through tax, payroll, and bookkeeping topics. You will resolve member needs, identify growth opportunities, and use automation to manage a book of business.

What you will do

• Guide members through S-Corporations, reasonable salary, quarterly check-ins, estimated taxes, and payroll
• Resolve member needs and bring in tax and accounting specialists when needed
• Help members grow by discussing upgrades, added services, or referrals
• Use automation and AI as part of how you work
• Keep clear records in Salesforce and internal systems
• Provide feedback to Product and Operations based on member input

Required qualifications

• 2+ years of client-facing tax and accounting or closely-related experience
• Experience supporting small business owners or self-employed clients
• Track record of helping customers expand what they use
• Enthusiasm for automation
• Familiarity with tools like Xero, QuickBooks Online, Gusto, Salesforce, Slack, and Google Workspace
• Highly organized, proactive, and comfortable managing a large book of business in a fast-paced environment
• Strong written and verbal communication skills

Benefits

• Remote-Friendly Environment
• $200 quarterly reimbursement for health and 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 through technology and a team of advisors. They provide business incorporation, accounting, bookkeeping, and tax services on an integrated platform.