Conduct daily video calls to guide members through onboarding and platform support.
Apply deep accounting, tax, and payroll knowledge, including S-Corp and payroll taxes.
Deliver exceptional member experiences with strong customer service and cross-functional collaboration.
Collective provides an integrated platform for self-employed people, handling business incorporation, accounting, bookkeeping, and tax services. Backed by major investors, the company fosters an empowering, member-first culture focused on financial independence.
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.
Serve as the primary customer contact for support, onboarding, and troubleshooting across chat and calls.
Develop deep product knowledge and confidently guide customers through accounting and bookkeeping tasks.
Provide structured feedback to product and engineering teams to improve the customer experience.
Ambrook helps American family-run businesses become more profitable by rebuilding financial infrastructure with modern tools for accounting, banking, and spending. It is a Series B startup backed by top investors, seeking team members to untangle industry, climate, and economy.
Serve as the technical and operational bridge for client implementations of LeaseQuery and FinQuery Contract Management (FCM).
Consult with CFOs, controllers, and accounting staff to guide best practices in lease accounting and contract management.
Perform customer training, reconcile account balances, and ensure accurate data entry across product suites.
FinQuery provides an AI-enabled platform for contract-driven accounting, helping finance teams manage leases, prepaids, and accruals. They serve over 8,500 customers globally and have been recognized as one of the fastest-growing private companies for five consecutive years.
Lead pre-calls with dealer accounting staff to set expectations and review processes.
Deliver structured 1:1 accounting training over 6-week cycles, covering all milestones.
Serve as the dealer's go-to resource for accounting questions and troubleshooting.
Lightspeed provides cloud-based software for dealerships in the Powersport, Marine, RV, Trailer, and Golf Car industries. The company serves over 4,500 dealers across North America and values a culture of inclusion and diversity.