---
title: 'Member Resolutions Lead at Collective'
canonical: 'https://feeny.ai/job/member-resolutions-lead-collective-united-states-swyzxefcvqf3'
type: 'job'
last_seen: '2026-10-17'
---

# Member Resolutions Lead at Collective

- **Company:** Collective
- **Location:** United States
- **Compensation:** $165k–$200k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-09
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.ashbyhq.com/collective/6c3bee0a-41ae-490b-b281-d06632d30f39

## Job description

About Collective: 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, TechCrunch, 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 YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: When something goes wrong for a member, the outcome should not depend on who they happen to reach or how loudly they complain. Today it too often does. Escalations are handled by whoever picks them up, context is spread across Jira, Zendesk, Slack and email, some cases stay open for months, and the hardest ones pull executives and line managers away from running the business. As Collective grows from about 9,000 to 22,000 members by mid-2027, escalation volume will grow with it. As the founding Member Resolution Lead, you own every escalated member issue at Collective and the system that resolves them. For our most complex cases you are the single-threaded owner: you take over the member relationship, calm the situation, set a resolution plan, drive the fix with our accounting and tax teams, direct the member's representation before the IRS or a state when needed, and close the loop. At the same time, you design and implement the system that makes this scale: the taxonomy, the decision rights, the resolution economics model that decides what can be auto-approved, the rules that fast-track small claims, and the root-cause loop that removes the reasons members escalate in the first place. If you have practiced tax and accounting, ideally as a CPA or EA, have run operations, think in systems and models, and stay calm and clear with an upset member or a CEO, this is the role. What you'll do:

- Own every escalation end to end, from routine fee-waiver and refund requests to complex service failures and cases with legal, regulatory or reputational exposure.
- Act as the single point of contact for escalated members: listen, explain what happened in plain language, commit to a resolution plan with dates, and deliver it.
- Diagnose tax and accounting failures yourself, set the resolution plan, and direct the back-office fix with Accounting, Tax and Entity Ops.
- Direct the representation of members before the IRS and state agencies when a case requires it. A licensed member of the Tax team holds Power of Attorney, and you lead the case.
- Resolve vendor-caused harm for members, document it, and recover costs from the vendor.
- Build the resolution economics model that weighs payouts against handling cost, retention and legal or reputational exposure, and use it to set auto-approval thresholds.
- Write the resolution policy and decision-rights matrix: what you decide alone, what needs a second reviewer, and what goes to Legal or executive leadership.
- Specify the rules, routing and case record that Strategic Operations and Engineering build, and own their performance once live.
- Stand up a single case record and an escalated-member flag, retire Slack channels and direct messages as places where escalations are managed, and set SLAs by lane.

What you'll bring:

- Enough tax and accounting depth to diagnose a failure yourself and judge whether Collective caused it. A CPA or Enrolled Agent credential, current or past, is strongly preferred.
- 6+ years across tax and accounting practice and operations, including hands-on preparation or review of returns and books for small businesses or self-employed clients.
- A track record owning high-stakes client or customer escalations end to end, including cases with financial, legal or reputational exposure.
- Evidence that you have built at least one system, not only worked a queue: a written policy, decision framework, rule set, workflow or dashboard. You can show what you built and what changed because of it. Strategic Operations and Engineering build the tools; you specify them.
- Comfort with quantitative modeling such as expected value, thresholds and cohort analysis. You build your own models in spreadsheets or SQL and explain them to non-specialists.
- Working knowledge of the legal and regulatory side of tax practice: Circular 230, Section 7216, penalty abatement and reasonable cause, notice response, and where a tax question becomes a legal one.
- A calm, warm and direct manner with upset people. Members mostly want the problem fixed and to feel heard, and you can do both in the same conversation.

What we offer:

- Remote-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.
- Health & Wellness: $200 quarterly reimbursement to support your well-being.
- Fresh Lunch: Provided on in-office days for those in a hybrid schedule.
- Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.
- Health & Wellness: $200 quarterly reimbursement to support your well-being.
- Time Off: Flexible PTO plus 14 company holidays.
- Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
- Parental Leave: 16 weeks fully paid.
- Retirement & Ownership: 401k plan plus an equity package.
- Team Connection: Quarterly virtual events and an annual in-person summit.

#LI-Remote

## About Collective

## Company Overview
- **One-liner**: Collective is the first all-in-one online back-office platform designed exclusively for self-employed entrepreneurs (solopreneurs), handling formation, bookkeeping, payroll, taxes, and compliance.
- **Entity Type**: Private (Series C)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2020
- **Founders**: Uğur Kaner (Co-Founder, Board Member) – other co-founders not publicly named in search results.

## Core Business
- **Primary industry**: Financial Services / Fintech – specifically back-office and financial management for solopreneurs.
- **Target customers**: B2B, focused on self-employed individuals (freelancers, consultants, independent professionals) in the United States.
- **Mission / purpose**: To give self-employed entrepreneurs the technology and team they need so they can focus on their passion, not their paperwork. [collective.com/about-us](https://www.collective.com/about-us)

## Products & Services
- **[Collective Platform]**: A compound SaaS platform that includes LLC/S Corp formation, monthly bookkeeping, payroll, tax preparation, compliance, and ongoing financial support. Designed to replace an entire back-office team for a single-person business. [cbinsights.com](https://www.cbinsights.com/company/collective-1)
- **[Open Ledger Integration (acquired April 2026)]**: An AI-native accounting infrastructure that automates transaction categorization, tax preparation, cash flow forecasting, and cost-saving identification. The acquisition aims to evolve Collective into a “system of action” that proactively manages finances. [linkedin.com](https://www.linkedin.com/company/collective)

## Market Standing
- **Valuation**: Not disclosed.
- **Key Metric – Total Funding**: $149.69M (per CB Insights) – includes Seed ($8.7M), Series A ($20M), Venture Round ($50M), and a recent Series C ($70.99M raised ~1 year ago). [cbinsights.com](https://www.cbinsights.com/company/collective-1)  
  *Note: Other sources report $78.65M total, likely pre-Series C.*
- **Notable Investors**: General Catalyst, Gradient Ventures (Google’s AI fund), Expa, Innovius Capital, and 41+ other investors. [cbinsights.com](https://www.cbinsights.com/company/collective-1)
- **Growth Signals**: 
  - Named one of America’s Best Startup Employers by *Forbes* for the fourth consecutive year (2026). [linkedin.com](https://www.linkedin.com/company/collective)
  - Acquired Open Ledger in April 2026 to accelerate AI-native financial automation. [linkedin.com](https://www.linkedin.com/company/collective)
  - Addressable market: Over 30 million self-employed people in the U.S. [linkedin.com](https://www.linkedin.com/company/collective)

## Competitive Advantages
- **Niche focus**: Solely serves solopreneurs, offering a unified platform that competitors (e.g., QuickBooks, Gusto) provide only as fragmented pieces.
- **Human + software model**: Combines a dedicated team of tax pros, bookkeepers, and advisors with automated software, replicating a full finance department.
- **AI-first roadmap**: The Open Ledger acquisition positions Collective to offer predictive, self-driving financial operations (auto tax withholding, cash flow forecasting) – a moat in the small-business fintech space.

## Strategic Focus
- **Deepen AI automation**: Integrate Open Ledger’s AI-native accounting to reduce manual work and provide real-time financial guidance.
- **Expand platform capabilities**: Move beyond a “system of record” to a “system of action” that actively manages finances on behalf of users.
- **Scale the solopreneur market**: Continue to grow within the U.S. self-employed segment, which Collective estimates at 30+ million people.

## Why Work Here
- **Culture & values**: Emphasizes “power of community,” “people first,” “constant progress,” and “driven by member success.” Described as a tribe that makes business personal and human. [collective.com/careers](https://www.collective.com/careers)
- **Work model**: Offices in San Francisco (HQ at 555 Mission Street) and Long Island City, NY. Likely hybrid – specific remote/hybrid policy not stated in search results.
- **Recognition**: Consistently named a top startup employer by Forbes (2023–2026), signaling strong employee satisfaction.
- **Engineering culture**: Tech stack includes Python, Django, React, TypeScript, PostgreSQL, Docker, Kubernetes, OpenAI, dbt, and more. Active roles for Fullstack and Senior Software Engineers, Product Lead (Core Platform & AI). [linkedin.com](https://www.linkedin.com/company/collective)
- **Growth opportunities**: 10 open positions as of mid-2026, including Head of Sales, Lead Product Designer, and Senior Technical Recruiter. Quarterly job posting growth of +66.7% year-over-year. [linkedin.com](https://www.linkedin.com/company/collective)
- **Notable perks**: Not detailed, but the company invests heavily in AI and product innovation, offering engineers and product people a chance to build at the intersection of fintech and AI.

## Sources
1. [collective.com/careers](https://www.collective.com/careers)
2. [collective.com/about-us](https://www.collective.com/about-us)
3. [linkedin.com/company/collective](https://www.linkedin.com/company/collective)
4. [cbinsights.com/company/collective-1](https://www.cbinsights.com/company/collective-1)
5. [pitchbook.com/profiles/company/231882-13](https://pitchbook.com/profiles/company/231882-13)

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