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Senior Member Support Specialist
Collective. Conduct 4–5 hours of video calls daily with members, guiding onboarding and day-to-day account questions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support, particularly in accounting, tax, and payroll systems, while providing clear communication and solutions-oriented assistance to members. Proficient in managing multiple tasks and maintaining accurate documentation in relevant software.
Highest-signal resume keywords
Customer ExperienceAccounting SystemsPayroll Tax KnowledgeXero, QuickBooks Online, Gusto, ADPStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting SystemsPayroll SystemsPayroll Tax KnowledgeS-Corp Compensation ExplanationTask Management
Soft Skills
Professional CommunicationAttention to DetailSelf-DirectionSolutions-Oriented Support
Tools & Technologies
SalesforceXeroQuickBooks OnlineGustoADP
Industry Keywords
Customer SupportOnboardingTaxPayrollAccounting
About the role
Key responsibilities & impact- Conduct 4–5 hours of video calls daily with members, guiding onboarding and day-to-day account questions
- Serve as a go-to resource for members navigating the platform
- Troubleshoot and escalate issues as needed
- Guide members through their first payroll and explain payroll taxes, including S-Corp payroll considerations
- Explain complex tax and accounting topics clearly
- Support members before and after onboarding with tax, accounting, payroll, and platform questions
- Provide professional, warm, and solutions-oriented support via calls, email, and messages
- Manage multiple member conversations and tasks while maintaining quality
- Maintain accurate documentation in 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
Requirements
What you’ll need- 4+ years in customer experience or support
- 2+ years hands-on working directly with accounting, tax, or payroll systems
- Familiarity with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll software
- Clear grasp of payroll taxes
- Ability to explain S-Corp reasonable compensation to business owners without a financial background
- Strong, professional written and verbal communication skills
- Sharp attention to detail
- Strong task-management skills
- Self-direction to thrive independently in a fast-paced environment
- Legally authorized to work in the United States
- Must not require or will not require sponsorship for a US employment visa
Benefits
Comp & perks- $200 quarterly reimbursement to support your well-being
- Fresh lunch provided on in-office days for those in a hybrid schedule
- $150 monthly reimbursement for transit expenses for those in a hybrid schedule
- Flexible PTO plus 14 company holidays
- 100% medical, dental, and vision coverage for employees
- 75% medical, dental, and vision coverage for dependents
- 16 weeks fully paid parental leave
- 401k plan
- Equity package
- Quarterly virtual events
- Annual in-person summit
- Remote work flexibility