Collective

Collective empowers the self-employed to achieve financial independence through an AI-driven, all-in-one financial platform.

1-10 employees

Coworking

Private Company

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Coworking Charity Non Profit Office Supplies

Remote Work Available

This company offers remote work opportunities.

Open Positions8

Remote candidates within the U.S. for this roleFull-TimeTax and accountingPosted

Member Success Manager

Manage a portfolio of approximately 800 members as their dedicated success manager.
Build relationships and proactively engage members based on their goals, risks, and opportunities.
Provide year-round guidance tailored to members’ financial and business needs.
Identify at-risk members and expansion opportunities to drive retention and growth.
Educate members on S Corporations, tax strategy, reasonable salary decisions, and Collective’s services.
Guide members through quarterly check-ins, estimated taxes, and ongoing business operations.
Respond to member inquiries, resolve requests, and escalate when appropriate.
Conduct proactive member calls and check-ins, and follow up on member feedback.
Maintain documentation in Salesforce and internal systems, complete assigned workflows, and collaborate cross-functionally.

SalesforceClient relationship managementBookkeeping+1 more

Showing 1 of 8 positions

About Collective

Collective is pioneering financial independence for the self-employed, providing an all-in-one platform for business incorporation, accounting, bookkeeping, and tax services. You can save an average of $10,000 annually, focusing on your passion instead of paperwork. Backed by $150M from investors like General Catalyst and Google's Gradient Ventures, Collective empowers solopreneurs, freelancers, and small business owners to thrive.

How We Work

You will join a remote-friendly environment, enjoying flexibility while staying connected with your team. Collective fosters clear communication and a culture of trust and proactive service. Team members lead with service, trust in humanity, and are relentless in pursuing member financial success. You will experience a "why not?" approach to innovation, continually pushing boundaries.

Engineering at Collective

You will build and refine an AI-native financial back office, moving towards exception-based management from volume-based execution. Collective is expanding AI implementation across its product suite, including internal co-pilots and member-facing features. This involves architecting AI-supervised production floors for financial services. You will design workflows for a self-driving system, using data and statistical process control to ensure quality and efficiency. You will leverage tools to model, prototype, and instrument operations directly. Your work will shape the future of financial services for the self-employed.

Why Join Us

Empower self-employed individuals to achieve financial independence.
Contribute to a company backed by $150M from leading investors.
Work in a remote-friendly environment with flexible PTO and comprehensive benefits.
Shape the future of financial services through AI-driven innovation.
Join a team that values proactive service, trust, and a "why not?" approach.

Benefits & Perks

Remote-Friendly Environment with work-from-home flexibility
Flexible PTO plus 14 company holidays
16 weeks fully paid parental leave
100% medical, dental, and vision coverage for employees; 75% for dependents
401k plan plus an equity package
$200 quarterly health and wellness reimbursement
Quarterly virtual events and an annual in-person summit for team connection
Fresh lunch on in-office days (Bay Area hybrid employees)
$150 monthly commuter reimbursement (Bay Area hybrid employees)

Tech Stack

widgets

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