Member Success Manager

Managing a portfolio of approximately 400 solo entrepreneurs, the full-time salaried Member Success Manager will serve as a trusted advisor, proactively engaging members to provide tailored support on tax and business operations while ensuring exceptional member experiences in a remote environment. Key responsibilities Manage and grow a book of business by building strong relationships and providing year-round support to members Advise members on tax strategies and business operations, guiding them through quarterly check-ins and ongoing inquiries Deliver exceptional member experiences by responding to inquiries, conducting proactive check-ins, and collaborating cross-functionally to enhance service quality Required qualifications 2+ years of tax, accounting, or related client-facing experience Strong understanding of S Corporations and small business tax strategy Familiarity with bookkeeping, payroll, and CRM tools such as Xero, QBO, Gusto, Salesforce, and Google Workspace Highly organized and proactive, with the ability to manage a large book of business in a fast-paced environment Resourceful and adaptable, with strong written and verbal communication skills to explain complex topics clearly