{"id":229339,"url":"https://alion.io/job/collective-member-success-manager","title":"Member Success Manager","company":{"id":171769,"name":"Collective","domain":"collective.com","url":"https://alion.io/company/collective","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":53,"computed_at":"2026-11-15T07:52:55Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Google Workspace","optional":false},{"name":"Slack","optional":false},{"name":"Xero","optional":false}],"status":"live","first_seen_at":"2026-05-29T19:48:51Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-11-15T06:22:13Z","board_verified":true,"closed_at":null,"days_open":169,"trust":{"level":"stale","repost_count":1,"flags":["stale"],"days_open":168},"description":"About Collective:\nCollective 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.\nFeatured 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.\nAbout the role:\nAs a Member Success Manager at Collective, you are the business owner of your book. Roughly 800 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.\nThis 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.\nYou'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.\nPlease note: You are expected to be online and available for members 9am-5pm Pacific Time hours.\nWhat you'll do:\nManage and Grow Your Book of Business\nManage a portfolio of approximately 800 members as their dedicated success manager.\n\nBuild strong relationships and proactively engage members based on their goals, risks, and opportunities.\n\nProvide year-round support and guidance tailored to each member’s financial and business needs.\n\nIdentify at-risk members and expansion opportunities, driving retention and growth within your book.\n\nAdvise Members on Tax and Business Operations\nEducate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end.\n\nGuide members through quarterly check-ins, estimated taxes, and ongoing business operations.\n\nSupport members with questions related to tax, accounting, payroll, and business management.\n\nDeliver Exceptional Member Experience\nRespond to member inquiries within established service-level expectations.\n\nActively manage and resolve member requests, escalating when appropriate.\n\nConduct proactive member calls and check-ins to provide strategic guidance and support.\n\nFollow up on member feedback and surface actionable insights to internal teams.\n\nStay Organized and Collaborate Cross-Functionally\nMaintain accurate documentation across Salesforce and internal systems.\n\nComplete assigned tasks and workflows in a timely manner.\n\nPartner cross-functionally to advocate for members and improve the overall experience.\n\nBuild trust through clear, professional communication across email, phone, and video.\n\nWhat you'll bring:\n2+ years of tax, accounting, or related client-facing experience.\n\nStrong understanding of S Corporations, small business tax strategy, and ongoing client relationship management.\n\nFamiliarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace.\n\nHighly organized, proactive, and comfortable managing a large book of business in a fast-paced environment.\n\nStrong written and verbal communication skills with the ability to explain complex topics clearly.\n\nResourceful, adaptable, collaborative, and detail-oriented, with a passion for helping entrepreneurs succeed.\n\nWhat we offer:\nRemote-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.\n\nHealth & Wellness: $200 quarterly reimbursement to support your well-being.\n\nFresh Lunch: Provided on in-office days for those in a hybrid schedule.\n\nCommuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.\n\nHealth & Wellness: $200 quarterly reimbursement to support your well-being.\n\nTime Off: Flexible PTO plus 14 company holidays.\n\nComprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.\n\nParental Leave: 16 weeks fully paid.\n\nRetirement & Ownership: 401k plan plus an equity package.\n\nTeam Connection: Quarterly virtual events and an annual in-person summit.","description_format":"text","description_chars":5060,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-09-05T09:37:10Z"},{"event":"close","at":"2026-09-16T00:58:26Z"},{"event":"reopen","at":"2026-10-27T17:47:22Z"}],"visa":[],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.266,"p_room":0.28,"age_days":169,"expected_fill_days":53,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-15T07:52:55Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/collective-member-success-manager","json_url":"https://alion.io/job/collective-member-success-manager.json","meta":{"generated_at":"2026-11-15T15:51:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7734,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":171769},"rest":"https://alion.io/mcp/rest/get_company?id=171769"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcollective-member-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcollective-member-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcollective-member-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/collective-member-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcollective-member-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":229339}},{"tool":"search_jobs","arguments":{"company":"collective.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":229339},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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