Senior Member Support Specialist
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Job Description
Senior Member Support Specialist at Collective to guide new members through onboarding onto the accounting platform. Supporting solopreneurs with financial understanding and business management.
Responsibilities:
- Conduct video calls with members each day (approximately 4–5 hours daily)
- Use your accounting expertise to create P&L reports and balance sheet statements for members who often have mixed business and personal activity
- Break down complex technical topics into clear, easy-to-understand explanations
- Guide members through running their first payroll and understanding payroll taxes
- Support entrepreneurs and the self-employed with a member-first mindset
Requirements:
- 4+ years of customer experience or support, and 2+ years working in accounting or taxes
- Experience with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll tools
- Strong understanding of payroll taxes; experience with S-Corp payroll is a plus
- A passion for helping our members and thriving in a customer-centric role
- Attention to detail, strong customer service skills, and the ability to manage multiple tasks
- Clear, professional written and verbal communication
- Ability to work effectively in a fast-paced environment with minimal supervision
Benefits:
- Remote-Friendly Environment: Flexibility to work from home while staying connected to the team.
- Health & Wellness: $200 quarterly reimbursement to support your well-being.
- Time Off: Flexible PTO plus 14 company holidays.
- Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
- Parental Leave: 16 weeks fully paid.
- Retirement & Ownership: 401k plan plus an equity package.
- Team Connection: Quarterly virtual events and an annual in-person summit.
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