Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning.
Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in.
Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making.
Customer Success Associate (CSA)
Our customers are our top priority, and building strong relationships is key to our success. The CSA will be the front-line communicator, managing customer interactions via email, chat, and our online community. Acting as a customer advocate, they will gather and share feedback, improve communication processes, and ensure a value-driven experience. The ideal candidate is customer-centric, adaptable, and skilled in communication, project management, and technology. Basic accounting knowledge is a plus.
Skills & Traits:
- Excellent written and verbal communication
- Tech-savvy; comfortable with CRM, AI solutions, and live chat
- Problem-solver with a consultative, customer-first approach
- Thrives in a fast-paced, evolving environment
- Self-starter, team player, and relationship builder
- Strong advocate for customers and company culture
Nice to Have:
- General ledger accounting and state excise filings experience
- Familiarity with accounting and payroll technology
Responsibilities:
- Manage customer communication via email and live chat
- Categorize and respond to customer inquiries
- Gather and analyze customer feedback
- Maintain high response rates and support reporting
- Use HubSpot (CRM) for customer management and content creation
- Advocate for customer needs across teams
Qualifications:
- 0-2 years in customer success, account management, or customer service
- Strong customer and project management skills
- Detail-oriented and analytical
- Proficient in Microsoft Office and CRM tools
- Comfortable learning new technologies
OTE: $ $54,000-$68,000
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What We Do
Formations is a fintech startup with an innovative approach to taxes and accounting. We provide a predictive tax and accounting solution for the self-employed. Our customers are full-time self-employed, entrepreneurs who chose self-employment as a career. We have developed a unique strategy that leverages technology alongside human expertise to automate bookkeeping, payroll, taxes, and benefit allocations throughout the year. This helps self-employed professionals save on taxes, secure their futures, and achieve financial well-being while reducing the time and energy spent managing back-office tasks. We believe that being independent shouldn’t mean being alone and we’re here to help.
Why Work With Us
We help real people solve real problems. We're not an enterprise solution or another startup that helps corporations be more efficient. We're build a solution that delivers real value to real people. We put people first and believe in the power of people to make a real difference in the world. It's why we chose to focus on the self-employed.
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