Collective

Financial Planning and Analysis

• Lead the annual budgeting and long-range planning processes.
• Drive the adoption of AI-enabled tools and automation within the finance function.
• Act as a trusted advisor to the C-suite.
• Own the definition and tracking of company-level KPIs.
• Maintain direct ownership of financial reporting and board material preparation.

Director, FP&A

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.

Director, FP&A

New Business Advisor, Account Executive

Senior Manager – Head of Content and Lifecycle Marketing

Product Lead, Accounting AI

Design Lead

Partnerships Manager