Customer Success Manager; Kirkland, WA Hybrid

Overview

Formations is a Seattle-based startup reimagining financial management for self-employed professionals. We help independent workers manage taxes, accounting, and financial planning so they can focus on growing their business.

Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. Our technology and team of financial experts empower self-employed professionals to save on taxes, improve financial well-being, and secure their futures through better financial decision making.

• Manage all aspects of customer adoption and lifecycle milestones, including renewals, opportunities for expansion, and upsell opportunities.
• Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.
• Help maintain above-industry-average retention rates.
• Utilize Hubspot (CRM) for managing customer information, tasks, and preparing value-based content.
• Ensure the financial health of clients while ensuring compliance in all areas.
• Set expectations, develop and communicate the implementation project timeline, and define the onboarding process.
• Advocate customer needs and issues cross-departmentally.

• General ledger accounting, including monthly reconciliations of all customer accounts, preparation of regular state excise filings, management of payroll, and annual closure of the books for tax preparation.
• Experience with current accounting and payroll technology and staying on top of the industry's rapid changes.

• 2+ years in customer success, customer experience, project management, account management, or equivalent customer service role.
• Excellent customer management and project management abilities.
• Impeccable written and verbal communication skills.
• Detail-oriented and analytical.
• Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly.
• Experience with Microsoft Office products.
• Comfortable using and learning new technologies.
• CRM experience (or similar) strongly preferred.

Compensation: $68–75k OTE

Founded in 2019, Formations Corp is a Fin Tech startup based in Kirkland, WA. We are on a mission to help self-employed individuals maximize their financial and personal well-being.

Self-employed owners start their businesses to focus on their clients and impact, not to spend time on books and taxes. Formations provides the back-end financial work to maximize customer business health, compliance, tax savings, retirement benefits, and peace of mind.

Benefits

• We offer flexible paid time away from work.
• Full medical, dental, and vision coverage.
• Generous parental leave.
• Life insurance.
• 401(k) with employer matching (up to 4% of base salary, immediate vesting).
• Equity: every employee is granted an equity package with standard 4-year vesting.
• Paid volunteer time (up to 16 hours/year).
• Flexible-hybrid work model to fit individual needs.
• Positive and collaborative culture.
• Opportunity to influence the shape of the company.

Formations Corp is an equal opportunity employer.