Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get.
Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.
About the Role:
As a Member Relationship Manager at Collective, you will serve as the main point of contact for our clients. This is a critical role, given you will be the client-facing representation of our team and our brand. We are looking for people who truly care about helping and improving the lives and businesses of solopreneurs. In this role, you will be exposed to a wide variety of scenarios that will require you to be resourceful and thoughtful to resolve. No two days will be the same, but it’s very rewarding as you are a key advisor to our entrepreneurs.
⚒️ 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.