Serve as the primary point of contact for members through onboarding, ensuring they successfully establish their businesses.
Assist members with tax, accounting, payroll, and U.S. corporate structure questions using cross-functional resources.
Proactively send updates on key milestones and identify opportunities to improve the onboarding process.
Collective is a technology platform and team of trusted advisors helping businesses-of-one with incorporation, accounting, bookkeeping, and taxes. Backed by prominent investors, the company empowers self-employed people to focus on their passion, not paperwork.
Resolve payroll tax notices and customer inquiries while serving as a subject matter expert.
Lead and develop the Tax Resolution and Tax Settings teams through coaching, quality checks, and escalated support.
Partner with the Tax Manager to build the new Tax Settings function and improve payroll tax processes.
Patriot Software is a remote-first, product-led tech company that builds accounting and payroll software for American businesses. With 175+ team members across the U.S., they emphasize a culture of connection, clarity, growth, high trust, and moving quickly with quality.
Respond to member questions across email, live chat, and outbound phone — covering eligibility, enrollment, billing, program logistics, and technical troubleshooting
Meet team goals for response time, first-touch resolution, quality assurance, and member satisfaction (CSAT)
Own the member's issue end-to-end — including looping in Care, Implementation, Engineering, or Client Success when a resolution needs their expertise
WellTheory is a digital health company helping people with autoimmune conditions take control of their health through personalized care and nutrition guidance. We're a team of 60+ passionate people who care deeply about helping our members reduce symptoms and live fuller lives.