Collective

Account Executive

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
• Provide value and guidance to prospective members based on their unique business attributes and financial needs.
• Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.
• Partner with Marketing and Enablement on outbound targeting and cold outreach.
• Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
• Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
• Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

New Business Advisor, Account Executive

Content Marketing Manager

• Own content marketing, organic social, SEO, lifecycle marketing, and community/events
• Develop overarching narrative framework and drive campaigns across tax season/year
• Position Collective as authoritative voice via thought leadership content
• Own organic social presence and manage content calendars
• Partner with content team to repurpose long-form into short-form and build AI-driven workflows
• Own SEO strategy including GEO, keyword planning, on-page optimization
• Lead content marketing across formats: blogs, long-form guides, case studies, podcasts, webinars
• Establish frameworks for educational content and build AI-assisted content workflows
• Own end-to-end lifecycle marketing strategy from lead nurture to member retention
• Build and optimize segmentation, personalization, and automation frameworks
• Partner with RevOps and Growth on workflows, integrations, automation
• Own community ecosystem and design/launch multi-channel events strategy
• Design virtual series and local meetups for members

Senior Manager – Head of Content and Lifecycle Marketing

Accounting Manager

• Own the product area vision, strategy, implementation, and customer & business outcomes for Accounting.
• Work closely with AI engineers and subject matter experts to bring to life AI-driven product experiences - for example: Categorizing transactions using LLMs.
• Work with the Accounting operations team to ensure they have the tools and workflows to be effective and determine where product automation & AI can unlock efficiencies.
• Lead and inspire an XFN team to ship innovative experiences.
• Deeply understand business and product performance to ensure the team focuses on high-leverage opportunities balancing long-term growth and immediate business needs.
• Manage the roadmap and team processes to enhance quality and velocity of execution, and make tradeoff decisions between business priorities and available resources.
• Drive effective partnership cross-functionally, across product teams, and with external partners to ensure strong business outcomes.
• Define the framework and metrics to measure the impact of the team; deeply understand the core drivers and monitor progress.

Product Lead, Accounting AI

Product Designer

• Evolve our design process, own entire projects, and contribute to the development of a diverse design team
• Lead Growth and Activation design to improve user activation and growth metrics
• Deeply understand customers’ needs, business objectives, and state of the industry to imagine and bring to life paradigm-changing experiences
• Establish a high bar for visual polish and intuitive interaction patterns
• Clearly define customer and business problems and explore broad-to-narrow solutions with thoughtful designs
• Ideate, design, launch, and improve products to help advance Collective’s mission
• Work with a cross functional product development team (product managers, engineers, designers, operations, sales & marketing) to ship innovative and well-crafted experiences for scale
• Optimize for execution velocity while maintaining a high quality bar and making tradeoffs between design choices and resources available
• Contribute to growing a robust and refined design system

Design Lead

Account Manager

• Lead business development and drive growth through strategic partnerships.
• Build a partnership strategy through identifying and evaluating high yield partner verticals and execute comprehensive plans to drive new members and revenue growth.
• Source, manage and optimize our affiliate program both internally and externally. Manage agency relationships and source materials and content needed to support affiliate programs.
• Design, implement, and optimize various types of partner business models tailored to specific partnership agreements. Utilize data-driven insights to forecast revenue potential, negotiate terms, and maximize outcomes for all parties involved.
• Lead the end-to-end execution of partnership agreements through impact.com, ensuring seamless integration and alignment with business objectives. Continuously monitor and evaluate partnership performance, identifying areas for improvement and optimization.
• Cultivate strong relationships with key stakeholders, including potential partners, industry influencers, and internal teams. Collaborate cross-functionally to leverage resources and expertise in support of partnership initiatives.
• Establish clear KPIs and metrics to track partnership performance and effectiveness. Regularly analyze data and provide insights to stakeholders, demonstrating the impact of strategic partnerships on business outcomes.
• Stay ahead of industry trends, competitive landscape, and market dynamics relevant to partnership opportunities. Leverage market insights to inform partnership strategies and identify emerging opportunities for growth.

New Business Advisor, Account Executive

Senior Manager – Head of Content and Lifecycle Marketing

Product Lead, Accounting AI

Design Lead

Partnerships Manager