- Conduct video calls with members approximately 4–5 hours daily to guide them through onboarding and account questions.
- Serve as a primary resource for troubleshooting and escalating platform issues.
- Guide members through running payroll and understanding payroll tax requirements, including S-Corp considerations.
- Translate complex tax and accounting topics into clear, accessible explanations for members.
- Manage multiple member interactions via calls, email, and messaging with a focus on quality and solutions.
- Maintain accurate records and documentation within Salesforce and internal systems.
- Collaborate with cross-functional teams to improve the overall member experience.