Match score not available

Member Relationship Manager

Remote:

Full Remote

Contract:

Full time

Salary:

87 - 96K yearly

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

In-depth knowledge of S corporations, 2+ years Tax and Accounting experience, Experience in a client-facing role, Bachelor's degree or equivalent experience, Familiarity with online bookkeeping systems.

Key responsabilities:

Inform members about S-Corp tax benefits and process
Understand clients' financial goals and assist in decisions
Provide year-round tax advice and support
Maintain trust through clear communication with clients
Proactively update members on key milestones

Collective Financial Services Scaleup https://www.collective.com/

51 - 200 Employees

See more Collective offers

Job description

About Collective:

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

🙌 What we want you to bring:

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

What we offer in return:

Compensation Range: $86,670 - $96,300 USD annual base salary

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.

A remote first environment
A diverse and collaborative team culture
Stock options package
14 company holidays + unlimited PTO
401K
Employer paid Health, Vision and Dental Insurance
PC or Mac laptop + $750 Home office stipend
Paid parental leave
Team events and virtual gatherings
$600 wellness bonus
Professional development courses available for CPAs and Enrolled Agents
Out of State Medical Care Travel Stipend

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.