Senior Member Support Specialist

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, Tech Crunch, 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 You Tube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

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 guidance role in helping self-employed people understand their finances and run their businesses with confidence.

• 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.

• 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.

• 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.

• 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.

• Solid Financial Foundation: 4+ years in customer experience or support, alongside 2+ years hands on working directly with accounting, tax, or payroll systems.
• Tool & System Expertise: Familiarity with platforms like Xero, Quick Books Online, Gusto, ADP, or similar accounting and payroll software.
• Practical Knowledge (S-Corp & Payroll): A clear grasp of payroll taxes, with the ability to explain concepts like S-Corp reasonable compensation to a business owner with no financial background.
• Growth Mindset & Readiness to Learn: We provide substantial in-house training and we are screening for your aptitude to build on your existing foundation, not a finished expert.
• Customer-Centric Passion: A genuine drive to support…