---
title: 'Member Success Manager at Collective'
canonical: 'https://feeny.ai/job/member-success-manager-collective-united-states-hp4e45rhsa9m'
type: 'job'
last_seen: '2026-10-31'
---

# Member Success Manager at Collective

- **Company:** Collective
- **Location:** United States
- **Compensation:** $85k–$100k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-27
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.ashbyhq.com/collective/fbc250e3-108b-4daa-93a9-0235bd7b5dab/application

**Skills:** S Corporations, Small business tax strategy, Bookkeeping, Payroll, CRM, Workflow tools, Xero, QBO, Gusto, Salesforce, Slack, Google Workspace

> Manage a portfolio of approximately 400 solo entrepreneurs as their dedicated success manager, providing proactive guidance on tax strategy, business operations, and client relations. The role involves building strong relationships, identifying retention opportunities, and ensuring exceptional member experience thro...

## 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 (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. About the role: As 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. This 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. You'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. Please note: You are expected to be online and available for members 9am-5pm Pacific Time hours. What you'll do: Manage and Grow Your Book of Business

- Manage a portfolio of approximately 800 members as their dedicated success manager.
- Build strong relationships and proactively engage members based on their goals, risks, and opportunities.
- Provide year-round support and guidance tailored to each member’s financial and business needs.
- Identify at-risk members and expansion opportunities, driving retention and growth within your book.

Advise Members on Tax and Business Operations

- Educate members on S Corporations, tax strategy, reasonable salary decisions, and how Collective works end-to-end.
- Guide members through quarterly check-ins, estimated taxes, and ongoing business operations.
- Support members with questions related to tax, accounting, payroll, and business management.

Deliver Exceptional Member Experience

- Respond to member inquiries within established service-level expectations.
- Actively manage and resolve member requests, escalating when appropriate.
- Conduct proactive member calls and check-ins to provide strategic guidance and support.
- Follow up on member feedback and surface actionable insights to internal teams.

Stay Organized and Collaborate Cross-Functionally

- 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.
- Build trust through clear, professional communication across email, phone, and video.

What you'll bring:

- 2+ years of tax, accounting, or related client-facing experience.
- Strong understanding of S Corporations, small business tax strategy, and ongoing client relationship management.
- Familiarity with bookkeeping, payroll, CRM, and workflow tools such as Xero, QBO, Gusto, Salesforce, Slack, and Google Workspace.
- Highly organized, proactive, and comfortable managing a large book of business in a fast-paced environment.
- Strong written and verbal communication skills with the ability to explain complex topics clearly.
- Resourceful, adaptable, collaborative, and detail-oriented, with a passion for helping entrepreneurs succeed.

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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