Business Formation Specialist

Role

The Business Formation Specialist is an extremely motivated and coachable individual with a genuine desire to help clients. This role assists in processing and drafting legal documents to state and federal agencies, responding to customer inquiries, and assisting with special department projects as needed. This position works directly with the Business Formation Manager and collaborates closely with the Sales and Management teams.

Embracing a fast-paced environment while engaging in meaningful customer interactions. A typical day may include:

• Submitting vital customer business information to State and Federal agencies
• Preparing legal documents
• Answering client questions via phone, email, and text message
• Handling, arranging, and processing both incoming and outgoing correspondence
• Faxes, scans, and files all pertinent documents
• Special projects assigned as needed

• Thrives in a fast-paced environment with an unrelenting work ethic
• Engages effortlessly with a diverse range of personalities
• Excels at multitasking, completing tasks swiftly and effectively
• Brings motivation, reliability, and positive energy to the team
• Is adaptable to changing business environments and needs
• Is a continuous learner, coachable, and eager to grow with the team

• High School Diploma or equivalent

• Strong computer skills; proficiency Google Suite, and assorted calendar applications
• Outstanding written and verbal communication skills
• 1 to 3 years experience with Salesforce or other CRM platforms

• None

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development

• Competitive Compensation - Salary + performance based bonus
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks