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Senior Member Support Specialist
CollectiveSenior Member Support Specialist guiding onboarding through video calls in accounting platform for self-employed individuals. Combining accounting expertise with customer support to enhance member experience.
About the role
Key responsibilities & impact- Conduct video calls with members each day (approximately 4–5 hours daily), guiding them through onboarding and day-to-day account questions.
- Serve as a go-to resource for members navigating our platform, troubleshooting and escalating issues as needed.
- Guide members through running their first payroll and understanding payroll taxes, including S-Corp payroll considerations.
- Break down complex tax and accounting topics into clear, easy-to-understand explanations.
- Support members pre and post onboarding with their support questions related to tax, accounting, payroll & overall use of our platforms.
- Support entrepreneurs and the self-employed with a member-first mindset, treating every interaction as a chance to build trust.
- Bring strong customer service instincts to every call, email, and message — professional, warm, and solutions-oriented.
- Maintain accurate documentation across Salesforce and internal systems.
Requirements
What you’ll need- 4+ years of customer experience or support, and 2+ years working in accounting or taxes.
- Experience with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll tools.
- Strong understanding of payroll taxes; experience with S-Corp payroll is a plus.
- A passion for helping our members and thriving in a customer-centric role.
- Attention to detail, strong customer service skills, and the ability to manage multiple tasks.
- Clear, professional written and verbal communication.
- Ability to work effectively in a fast-paced environment with minimal supervision.
Benefits
Comp & perks- Remote-Friendly Environment: Flexibility to work from home while staying connected to the team.
- 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.
- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
AccountingPayroll ProcessingTax RegulationsS-Corp PayrollDocumentation Management
Soft Skills
Customer ServiceCommunicationAttention to DetailProblem-SolvingMulti-tasking