Jobs - Jobs4Americans

About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: As part of the Tax team, you will play a vital role as a trusted tax accountant to our beloved customers and our Member Relations team. You will have the ability to manage a portfolio of customers and contribute significantly to the organization. Your impact will be felt from the brand to the bottom line. Beyond just the business, you will be a valuable liaison between tax management and junior staff on the Collective team. If you relate to the difficulties of being self-employed, navigating the world of setting up entities, keeping the books, getting taxes done, and want to join a smaller team, read on. What you'll do: - Understand our clients’ financial background, financial goals, and help our team identify optimization opportunities. - Review, deliver, sign, and file federal and state tax returns including Form 1040 & 1120-S - Consistently deliver high-quality results that align with both project requirements and organizational objectives while upholding Federal and State compliance requirements. - Support our team of tax professionals assisting with their day to day tasks ensuring their continuous growth. - Mentor, train and provide feedback to junior tax staff on the team. - Balance immediate project needs with the broader, long-term goals of the organization, ensuring tactical actions support strategic direction. - Effectively communicate updates or answers to tax questions across the organization facilitating understanding and engagement across diverse audiences. - Research and analyze tax laws, regulations, and policies to produce comprehensive and accurate technical memos. Present findings and recommendations in a professional manner to senior leadership and relevant stakeholders. - Maintain up-to-date knowledge of changes in tax laws and their impact on the organization’s compliance requirements. - Collaborate with leadership and other departments to ensure alignment on tax-related matters and to address complex issues. - Serve as a subject matter expert on tax-related matters and return completions such as 1120-S, 1040 with schedules C, E and SE a bonus - Prepare periodic reports on tax compliance status, potential risks, and opportunities for senior management. What you'll bring: - Active CPA or EA or JD in state of residency - 3-5 years experience with preparing, signing and filing returns: Form 1040 & 1120-S: experience with additional complexities (Form 1065, Schedules C/E/SE are a plus) - Strong technical proficiency using a variety of cloud-based applications, tax research and preparation tools (CCH, GoSystems, SurePrep, Google Suite, Slack) - Strong organizational, interpersonal, written and oral communication skills and the ability to explain tax technical matters and build trust with internal teammates and members. - Tech-savvy - needs to be very familiar or capable of learning and teaching tools quickly. - Demonstrated experience leading complex, cross-functional workstreams. - Exposure working with multi-state tax principles (such as nexus, apportionment, state allocations) is a strong plus What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Engineering

39 days ago

GTM Engineer (Revenue Operations)

Collective · San Francisco, California, United States

Pay

$150k–175k

Setting

Remote

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Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Engineering

62 days ago

Senior Tax & Accounting Support Specialist

Collective · San Francisco, California, United States

Pay

$75k–85k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: As a Senior Member Support Specialist at Collective, you will guide new members through a smooth and successful onboarding experience onto our all-in-one accounting platform, serving as a trusted resource for bookkeeping, payroll, and tax inquiries. This is a high-impact, customer-centric role where you will spend the majority of your day conducting video calls, breaking down complex technical topics into clear, easy-to-understand explanations. We’re looking for an expert who pairs deep accounting and payroll knowledge with genuine customer service instincts—someone equally comfortable creating P&L reports and supporting solo entrepreneurs with a member-first mindset. The work is fast-paced and dynamic, and you’ll play a key advisory role in helping self-employed people understand their finances and run their businesses with confidence. What you'll do: Guide Members Through Onboarding & Ongoing Support - Conduct video calls with members each day (approximately 4–5 hours daily), guiding them through onboarding and day-to-day account questions. - Serve as a go-to resource for members navigating our platform, troubleshooting and escalating issues as needed. Apply Accounting, Tax & Payroll Expertise - Guide members through running their first payroll and understanding payroll taxes, including S-Corp payroll considerations. - Break down complex tax and accounting topics into clear, easy-to-understand explanations. - Support members pre and post onboarding with their support questions related to tax, accounting, payroll & overall use of our platforms. Deliver Exceptional Member Experience - Support entrepreneurs and the self-employed with a member-first mindset, treating every interaction as a chance to build trust. - Bring strong customer service instincts to every call, email, and message — professional, warm, and solutions-oriented. - Manage multiple member conversations and tasks at once without letting quality slip. Stay Organized & Collaborate Cross-Functionally - Maintain accurate documentation across Salesforce and internal systems. - Complete assigned tasks and workflows in a timely manner. - Partner cross-functionally to advocate for members and improve the overall experience. What you'll bring: - 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. What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Analyst

63 days ago

Senior Data Analyst, Strategic Operations

Collective · San Francisco, California, United States

Pay

$127k–190k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: You will own the architecture and buildout of Collective's Operations Intelligence Warehouse: the BigQuery data layer and Metabase BI that make throughput, quality, variance, and capacity inspectable across an AI-native financial operation. You will also own the analytics on top of it: spotting trends before they become problems, surfacing the signal leadership acts on, and seeing around corners with evidence rather than instinct. The AI in an AI-native financial services firm is only as good as the operation it learns from, and the operation is only as good as the data that describes it. That data layer is yours. You will join Strategic Operations, the applied operations research team that designs how Collective's member delivery engine runs. Reporting to the Head of Strategic Operations, you will lead the design of our operational data, set the modeling and quality standards the team builds on, and turn raw production-line telemetry into the operating metrics and insights the business runs on: cycle time, first-pass yield, utilization, and cost-to-serve. What you'll do: - Turn operational questions into actionable answers. Take questions like "are we under capacity in tax review" or "why did first-pass yield drop in bookkeeping" and turn them into measurable definitions, the right data, and a defensible answer. - Instrument the operation. Design and own the Metabase dashboards and metric definitions that give leadership real-time visibility into operational health: throughput per workflow, cycle time, first-pass yield, exception rates, and capacity versus demand. - Connect operations to revenue. Join operational data to GTM and financial data to understand: how service quality drives retention and NRR, what each workflow costs to run, and margin along the delivery pipeline. - Power statistical rigor. Lead variance analysis, statistical process control, and root cause analytics that replace anecdote with evidence in daily operating decisions. - Architect the Operations Intelligence Warehouse. Your first few months center here: audit, clean up, and re-architect the Operations, GTM, and financial subset of our BigQuery warehouse, setting source-of-truth definitions, schema design, and naming standards. You own it ongoing. - Raise the data practice. Build and maintain dimensional models in dbt with testing, lineage, and version control. Partner with Data Engineering, who own the company-wide pipelines and product schemas, to establish the SQL, modeling, and analytics engineering standards Strategic Operations scales on. What you'll bring: - Experience: 5+ years in data analysis or analytics engineering at a B2B SaaS or fintech company, ideally one with a human-in-the-loop service delivery operation. - Analytical Powerhouse: Expert-level SQL and hands-on experience with dbt (data build tool), or equivalent, in a modern warehouse, BigQuery and Metabase strongly preferred. - Warehouse Wrangler: A track record of leading a data cleanup or warehouse re-architecture: you have untangled inconsistent schemas, established sources of truth, and made a messy warehouse trustworthy. - Quality-First: Strong data quality instincts: testing frameworks, lineage, documentation, and git-based workflows are how you work, not an afterthought. - Signal from Ambiguity: Proven ability to take ambiguous operational questions and turn them into structured, measurable analyses that change decisions. - Cross-Functional Influence: Exceptional communication and stakeholder management skills, with a track record of effectively collaborating between highly technical teams (Product/Eng) and specialized subject matter experts (Tax/Accounting). - Startup Agility: A self-starter mindset with the ability to thrive in a fast-paced environment, pivot when necessary, and comfortably navigate a high-growth startup ecosystem. Nice to have: - Python for analysis and pipeline work. - Exposure to statistical process control, six sigma, or industrial engineering methods. - Experience instrumenting AI agent or workflow telemetry, or supporting LLM eval programs. - AI-assisted, low-code development experience (Claude Code, AppSheet, or similar). What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

FinTech

64 days ago

Manager, Member Success

Collective · San Francisco, California, United States

Pay

$115k–130k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: Member Success exists to get members the most value out of their membership through outreach that happens before they ask, not tickets answered after they do, and that only works if the team delivering it is well-coached and protected from overflow. As Manager, Member Success, you own that day-to-day for roughly half the team, about 10–12 MSMs, including the Senior MSMs who already operate as player-coaches. You report to the Sr. Manager, Member Success, who owns the function's overall strategy; you own making the daily work right for your group, without exception. You lead from the front, not the sidelines: you're in the room modeling the standard, not just describing it in a 1:1, and you catch what's slipping before it becomes a pattern instead of a retro topic. You don't carry a permanent book, but you're never far from one: coverage gaps, escalations, and coaching moments put you in the queue and on the call. Beyond the daily work, you're accountable for how your team spends its time and its money, comfortable pulling your own numbers to know exactly where things stand, and invested in making sure your MSMs get real value out of the AI tools Collective is rolling out. What you’ll do - Run the team’s daily engine. Own the daily and weekly operating rhythm, queue health, call coverage, SOP and metric hygiene, so your team hits the service-level bar (24-hour response, 5-day resolution, 90%+) every week, not just when things are calm. - Build a deep bench. Coach and QA your MSMs’ calls and written communication daily, develop judgment over just output, and turn your Senior MSMs into real player-coaches, addressing underperformance head-on before it becomes a pattern. - Keep your team focused on high-value work. Partner closely with Service and Support so handoffs stay clean, surface friction early so it gets fixed at the source, and make the day-to-day coverage and staffing calls yourself. - Run your team's economics well. Keep your team's capacity fully utilized, and use credits, refunds, and goodwill gestures as a deliberate tool for protecting member satisfaction and reinforcing retention, not a reflex. - Catch risk before it becomes a story. Escalate member-facing risk and anything compliance-adjacent early, knowing exactly when a case belongs above your desk, run the post-mortem when something misses, and use SLA and time-to-resolution patterns to get ahead of the next one. - Make the work add up. Translate the Sr. Manager’s priorities into targets your team can act on this week, keep them focused on the highest-leverage work, and turn what you’re seeing into real process fixes. What you bring - 5+ years in a client-facing success, support, or account management role in a high-trust, high-value relationship business. - 1–2+ years directly managing people who own ongoing relationships, not just transactions. - Comfortable with the financial and tax concepts your team works in daily, S-Corp structure, reasonable salary, estimated taxes, enough to coach a tough call even though you’re not the one making it. - Data-savvy and self-serve. You’re comfortable pulling your own numbers from whatever system you’re given, building a clean view of how your team is performing, and turning it into something you and your Sr. Manager can act on. - AI-curious and AI-comfortable. You’ve used AI tools to do real work, drafting, summarizing, finding patterns, and you’re genuinely interested in where Collective is taking this, not just tolerating it. - A real coach who leads by doing, not just observing. You can sit with an MSM after a hard call and walk away with both of you knowing what to do differently, not just what went wrong. - Hyper-organized. You can run a tight weekly cadence, 1:1s, pipeline reviews, health check-ins, across 10–12 direct reports without anything falling through the cracks. - A clear, fast escalator. You raise structural problems instead of quietly absorbing them, and you know the difference between a judgment call that’s yours and one that belongs to your Sr. Manager. - Comfortable in our day-to-day stack, AppSheet, Front, Slack, Calendly, and G Suite, and quick to pick up new tools as we add them. Nice to haves - Experience managing player-coaches or senior ICs who mentor others. - Background in financial services, fintech, or tax and accounting services for small businesses. - Experience working alongside a dedicated escalations, financial resolution, or credits/refunds program. What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Business Development

64 days ago

Business Development Representative

Collective · San Francisco, California, United States

Pay

$80k

Setting

Remote

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Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Marketing

68 days ago

Social Media and Influencer Manager

Collective · San Francisco, California, United States

Pay

$110k–130k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: We're looking for a Social Media & Influencer Manager to own and grow our organic brand presence across our core social channels while building and managing a best-in-class influencer program. You'll be equal parts community manager, content thinker, and relationship builder—managing our day-to-day social presence on Instagram, LinkedIn, TikTok, and X, while also sourcing, onboarding, and managing influencer partnerships that fuel both our organic and paid media programs. To do this well, you'll need to become a genuine expert in solopreneurs and how Collective solves their pain points. What you'll do: Social Media Management - Own day-to-day management of Collective's organic social channels (Instagram, LinkedIn, TikTok, X), including content scheduling, posting, and platform-specific optimizations with a goal of publishing 1-2 high-quality posts per day across channels. - Develop and execute a bold, forward-thinking organic content strategy that pushes creative boundaries, establishes Collective as a thought leader in the solopreneur space, and drives audience growth, customer acquisition, and community building. - Own the social content calendar—planning content weeks in advance to ensure a cohesive narrative across platforms that aligns with broader company goals, upcoming campaigns, and key industry dates—while staying agile enough to jump on trends, breaking news, or cultural moments before they pass. - Build and nurture online communities that strengthen our movement, drive brand loyalty, and convert audience members into customers. - Maintain a consistent visual style and raise the bar on content quality across all channels—setting a standard that stands out in the feed. - Monitor and engage with comments across all social channels—responding to questions, flagging important conversations, and maintaining a positive and on-brand community experience. Influencer Program - Source and prospect new influencer talent aligned with Collective's brand and target audience, managing a roster of up to 30 influencers. - Lead outreach, rate negotiation, and contracting for new and existing influencer partnerships. - Onboard new influencers and serve as their primary point of contact, ensuring they have the creative context and brand knowledge to produce great content. - Provide clear creative direction and ongoing feedback to ensure influencer content meets our quality bar and resonates with our audience. - Deliver sourced creator content and talent recommendations to the paid media team for amplification, acting as the bridge between the influencer program and paid channels. Content Creation - Collaborate with Collective team members, executives, and subject matter experts to support the creation of engaging social-first content. - Be comfortable in front of the camera when the situation calls for it, and able to help bring out authentic performances from non-professional talent. - Collaborate with members, influencers, and other experts to continuously improve content quality and relevance. Performance & Optimization - Own and report on core KPIs including audience growth, engagement, and the influencer program's contribution to content pipeline. - Conduct regular competitive analysis and channel audits to identify opportunities and inform strategic pivots. - Use data insights to continuously optimize content performance, testing new formats and approaches. - Stay ahead of platform algorithm changes, content trends, and influencer marketing best practices. What you'll bring: - 2-4+ years of experience in social media management, influencer marketing, or a related content role - Hands-on experience managing organic social channels with a track record of growing audiences and driving engagement - Experience sourcing, negotiating with, and managing influencer or creator relationships—comfortable owning the full lifecycle from prospecting to posting - Strong creative instincts with an eye for what makes content perform on each platform - Comfortable in front of the camera and able to provide effective creative direction to others - Highly organized and able to manage multiple creator relationships and content workstreams simultaneously - Strong communicator and relationship builder—influencers will enjoy working with you - Scrappy and resourceful; able to move quickly without needing a large team or budget behind you - Data-driven and analytically fluent—comfortable pulling performance data across platforms, building reports, and translating insights into clear content decisions. You don't just track what happened; you know why it happened and what to do next - Genuine curiosity about and empathy for the self-employed and independent worker community What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Marketing

68 days ago

Sales Enablement Lead

Collective · San Francisco, California, United States

Pay

$130k–150k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: We're looking for a strategic, hands-on Sales Enablement Manager to build the programs, content, and training that help our go-to-market team perform at its best. You'll partner across Sales, Product, Legal, and Marketing to equip Account Executives and BDRs with the knowledge, tools, and resources they need to ramp quickly, improve performance, and drive revenue. What you'll do: Sales Campaigns & Content - Own email cadences across the full sales lifecycle (MQL → Closed Lost), urgency campaigns, and seasonal playbooks. Build, test, and iterate relentlessly. - Run a structured A/B testing program — subject lines, copy, CTAs, sequence timing — with a clear measurement plan and documented learnings. - Develop and maintain sales collateral (decks, one-pagers, objection handlers) segmented by entity type, geo, and professional vertical. Keep everything current as Collective policy, IRS rules, and state legislation evolve. - Support content initiatives on channels like Reddit and community forums where subject matter authority matters. Collaborate with Growth and BDR to drive scheduled call volume. Training & Onboarding - Own the Account Executive and BDR training curriculum — from new hire bootcamp through ongoing skill development. Extend core training to adjacent GTM roles (e.g., Product Marketing, Partnerships). - Design and maintain 60-day onboarding plans with explicit KPI milestones. Partner with hiring managers to ensure ramp targets are hit. - Build certification programs that raise the bar: reps shouldn’t carry a quota until they can pass the test. - Facilitate peer call review culture. Create feedback loops that make the team better week over week. Measurement & Accountability - Own outcomes, not just activities. Track campaign performance (conversion rates, revenue influence), training compliance, and rep ramp metrics against defined benchmarks. - Leverage Nooks, Salesforce, and available BI tooling to surface insights and report program ROI to sales leadership. - Proactively identify gaps — in rep knowledge, collateral coverage, or campaign performance — and close them before they become revenue problems. Cross-Functional Stakeholder Management - Serve as the connective tissue between Sales and Legal, EPD, Product, Growth, and Member Services. - Translate policy and product changes into actionable rep guidance on tight timelines. No rep should be surprised by a compliance update on a live call. - Gather voice-of-customer and voice-of-field insights to inform product and marketing decisions. Flex Support - Support the Director of Sales and Head of Growth Marketing on strategic GTM projects as needed. - Ability to flex as an Account Executive and take sales calls when the business needs it. What you'll bring: - 5+ years in sales enablement, B2B sales, or revenue marketing. You’ve owned programs end-to-end, not just contributed to them. - Deep subject matter expertise in tax, accounting, or small business finance. You understand S-Corps, reasonable compensation, and entity formation well enough to train others on it. - Proven track record building and improving sales training curricula that measurably reduce ramp time and improve quota attainment. - Strong content and writing chops — you can write a high-converting cold email and an exec-ready deck in the same afternoon. - Analytical fluency: comfortable pulling reports, building measurement frameworks, and presenting data-driven insights. Excel/Sheets required; SQL a strong plus. - Thrives with autonomy and ambiguity. You don’t wait for a brief — you define the problem, propose a solution, and execute. - Excellent stakeholder management. You can align Legal, Product, and Sales on a shared deliverable under deadline. - Nice to Have: Experience with sales engagement platforms (Nooks, Outreach, Salesloft) and conversation intelligence tools (Momentum, Chorus). Experience enabling or working within a BDR/SDR org. What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Customer Service

103 days ago

Member Success Manager

Collective · San Francisco, California, United States

Pay

$85k–100k

Setting

Remote

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About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: As a Member Success Manager at Collective, you are the business owner of your book. Roughly 400 solo entrepreneurs rely on you as their trusted advisor and main point of contact. You're the client-facing representation of our team and our brand. We're looking for people who truly care about helping solopreneurs build the businesses they're betting their livelihoods on. This is a proactive role, not a reactive one. You won't just be responding to tickets. You'll be working your book like a portfolio. Knowing who's at risk before they ask, spotting the members ready for the next step, and showing up early instead of late. The members you serve deserve someone in their corner before something goes wrong, and you'll be measured on whether you deliver that. You'll be exposed to a wide variety of scenarios that require resourcefulness and judgment. No two days will be the same, but the work is genuinely rewarding. You are a key advisor to our entrepreneurs, and the difference you make in their year, financially and operationally, is real. Please note: You are expected to be online and available for members 9am-5pm Pacific Time hours. What you'll do: Manage and Grow Your Book of Business - Manage a portfolio of approximately 400 members as their dedicated success manager. - Build strong relationships and proactively engage members based on their goals, risks, and opportunities. - Provide year-round support and guidance tailored to each member’s financial and business needs. - Identify at-risk members and expansion opportunities, driving retention and growth within your book. Advise Members on Tax and Business Operations - Educate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end. - Guide members through quarterly check-ins, estimated taxes, and ongoing business operations. - Support members with questions related to tax, accounting, payroll, and business management. Deliver Exceptional Member Experience - Respond to member inquiries within established service-level expectations. - Actively manage and resolve member requests, escalating when appropriate. - Conduct proactive member calls and check-ins to provide strategic guidance and support. - Follow up on member feedback and surface actionable insights to internal teams. Stay Organized and Collaborate Cross-Functionally - Maintain accurate documentation across Salesforce and internal systems. - Complete assigned tasks and workflows in a timely manner. - Partner cross-functionally to advocate for members and improve the overall experience. - Build trust through clear, professional communication across email, phone, and video. What you'll bring: - 2+ years of tax, accounting, or related client-facing experience. - Strong understanding of S Corporations, small business tax strategy, and ongoing client relationship management. - Familiarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace. - Highly organized, proactive, and comfortable managing a large book of business in a fast-paced environment. - Strong written and verbal communication skills with the ability to explain complex topics clearly. - Resourceful, adaptable, collaborative, and detail-oriented, with a passion for helping entrepreneurs succeed. What we offer: - Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule. - Health & Wellness: $200 quarterly reimbursement to support your well-being. - Fresh Lunch: Provided on in-office days for those in a hybrid schedule. - Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule. - 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. #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

Sales

237 days ago

Account Executive

Collective · San Francisco, California, United States

Pay

$160k

Setting

Remote

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About the role: You’re an experienced sales professional with a consultative, value-based approach and are highly comfortable on video. Connecting with small business owners across industries comes naturally, and you genuinely enjoy building rapport and trust. You’ve also run high-velocity pipelines, often moving from first call to close in under seven days. You have a strong ability to translate complex business and financial concepts into clear, accurate, and compelling conversations. Thriving in fast-paced sales cycles, you’re comfortable juggling multiple requests while staying focused on driving toward solutions for your prospects. No two calls are ever the same, and that’s exactly what you love. Compensation for this role includes an $80k base salary with $160k OTE and uncapped commission potential. What you'll do: - Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join. - Provide value and guidance to prospective members based on their unique business attributes and financial needs. - Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints. - Partner with Marketing and Enablement on outbound targeting and cold outreach. - Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience) - Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies. - Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.). What you'll bring: - 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience. - Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team. - High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner - Empathic understanding of the challenges of being a small business owner. - Excellent verbal and written communication skills via phone, SMS, email, and video. - Exceptional organizational skills, data-centric approach, and attention to detail. - Proven ability to launch successful outreach or other prospecting campaigns. What we offer: - 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 #LI-Remote

Listed by Collective for a position based in the United States. Employers on this board attest they are hiring domestically.

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